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Portfolio - New Portfolio

Sir Mon E. Bags

Portfolio
Individual Investor
Ranked #52,319 out of 803,751 TipRanks' Investors
Success Rate
63%
85 out of 134
profitable transactions
Average Return
36.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return▲ 1.17%
12-Month Return▲ 27.98%
YTD Return▲ 5.03%
Total Return▲ 10.13%

Best Trade

Opened at
Closed at-
Gain▲ 628.72%

Bio

dolla dolla billz // stack paper

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 13.06%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.09%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.22%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 0.85%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.88%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.94%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 13.06%
▲ 5.10%▼ 2.41%▼ 7.09%
▲ 6.03%▲ 2.69%▲ 4.36%
▼ 12.86%▼ 1.27%▼ 3.39%
▼ 1.80%▼ 5.57%▼ 5.22%
▲ 1.83%▼ 0.87%▲ 0.85%
▲ 12.21%▲ 6.28%▲ 5.88%
▲ 2.29%▲ 1.29%▲ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Primo Brands
2.77%
▲ 62.63%
2
Buy
Jun 12, 2025
Blackstone Group
2.76%
▲ 40.05%
5
Buy
Apr 21, 2025
Zoetis
2.56%
▲ 5.28%
2
Buy
Apr 21, 2025
Accenture
2.43%
▲ 11.63%
1
Open
Apr 21, 2025
Xylem
1.95%
▲ 16.02%
1
Open
Apr 21, 2025
NextEra Energy
2.91%
▲ 19.25%
4
Buy
Apr 11, 2025
Brookfield Renewable
3.02%
▲ 17.96%
7
Buy
Apr 11, 2025
Applied Materials
3.19%
▲ 29.13%
5
Buy
Apr 11, 2025
Johnson Controls
3.18%
▲ 65.33%
3
Buy
Apr 11, 2025
Rio Tinto
2.71%
▲ 4.84%
5
Buy
Apr 11, 2025
Schwab US Dividend Equity ETF
3.35%
▲ 15.37%
5
Buy
Apr 11, 2025
Omnicom Group
2.16%
▼ 14.35%
3
Buy
Apr 11, 2025
Global-e Online
1.99%
▲ 11.72%
4
Buy
Mar 13, 2025
Digital Realty
2.72%
▲ 56.04%
4
Buy
Mar 13, 2025
nVent Electric
3.18%
▲ 73.25%
4
Buy
Mar 13, 2025
DuPont de Nemours
2.08%
▲ 8.17%
2
Buy
Feb 08, 2025
Danaher
2.19%
▼ 5.58%
3
Buy
Feb 08, 2025
Honeywell International
2.44%
▲ 20.65%
3
Buy
Feb 08, 2025
ArcelorMittal
▼ 5.90%
6
Close
Dec 21, 2024
Global Medical REIT
▼ 17.50%
6
Close
Dec 21, 2024