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Portfolio - New Portfolio

Sir Mon E. Bags

Portfolio
Individual Investor
Ranked #29,304 out of 829,443 TipRanks' Investors
Success Rate
68%
96 out of 142
profitable transactions
Average Return
59.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.86%
6-Month Return▲ 22.88%
12-Month Return▲ 16.46%
YTD Return▲ 23.03%
Total Return▲ 29.00%

Best Trade

Opened at
Closed at-
Gain▲ 1041.64%

Bio

dolla dolla billz // stack paper

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.76%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.88%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.63%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.34%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.15%
Oct 2025
▼ 8.98%
▼ 3.38%
▼ 4.73%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.76%
▲ 11.63%▲ 6.28%▲ 5.88%
▲ 9.25%▲ 5.14%▲ 7.63%
▲ 7.60%▲ 2.30%▲ 4.32%
▲ 2.76%▲ 2.05%▲ 2.34%
▲ 12.88%▲ 3.56%▲ 4.85%
▲ 10.96%▲ 2.38%▲ 5.15%
▼ 8.98%▼ 3.38%▼ 4.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Primo Brands
8.89%
▼ 17.25%
4
Buy
Nov 19, 2025
Qnity Electronics, Inc.
0.93%
▼ 6.95%
1
Open
Nov 15, 2025
Zoetis
2.4%
▼ 13.48%
3
Buy
Nov 06, 2025
Solstice Advanced Materials, Inc.
0.05%
▲ 0.98%
1
Open
Nov 03, 2025
Schwab US Dividend Equity ETF
3.16%
▲ 15.48%
6
Buy
Sep 25, 2025
Accenture
2.16%
▼ 5.40%
2
Buy
Aug 04, 2025
Alibaba
2.82%
▲ 81.33%
2
Buy
Jul 08, 2025
Blackstone Group
2.28%
▲ 48.68%
5
Buy
Apr 21, 2025
Xylem
1.72%
▲ 30.14%
1
Open
Apr 21, 2025
NextEra Energy
2.56%
▲ 35.06%
4
Buy
Apr 11, 2025
Brookfield Renewable
3.04%
▲ 52.38%
7
Buy
Apr 11, 2025
Applied Materials
3.3%
▲ 70.38%
5
Buy
Apr 11, 2025
Johnson Controls
2.79%
▲ 85.45%
3
Buy
Apr 11, 2025
Rio Tinto
2.58%
▲ 29.57%
5
Buy
Apr 11, 2025
Omnicom Group
1.84%
▼ 6.88%
3
Buy
Apr 11, 2025
Global-e Online
1.76%
▲ 25.46%
4
Buy
Mar 13, 2025
Digital Realty
1.93%
▲ 41.57%
4
Buy
Mar 13, 2025
nVent Electric
3.7%
▲ 156.86%
4
Buy
Mar 13, 2025
DuPont de Nemours
0.95%
▲ 49.86%
2
Buy
Feb 08, 2025
Danaher
1.95%
▲ 7.35%
3
Buy
Feb 08, 2025