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Portfolio - New Portfolio

Sir Mon E. Bags

Portfolio
Individual Investor
Ranked #22,619 out of 825,627 TipRanks' Investors
Success Rate
68%
94 out of 138
profitable transactions
Average Return
85.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.68%
6-Month Return▲ 34.81%
12-Month Return▲ 34.93%
YTD Return▲ 29.79%
Total Return▲ 36.09%

Best Trade

Opened at
Closed at-
Gain▲ 1705.95%

Bio

dolla dolla billz // stack paper

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.23%
Mar 2025
▲ 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
▲ 10.60%
▲ 3.13%
▲ 5.68%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.23%
▲ 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%
▲ 10.60%▲ 3.13%▲ 5.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
2.83%
▲ 15.05%
6
Buy
Sep 25, 2025
Primo Brands
1.97%
▲ 14.84%
3
Buy
Sep 17, 2025
Accenture
1.96%
▼ 4.84%
2
Buy
Aug 04, 2025
Alibaba
2.92%
▲ 109.54%
2
Buy
Jul 08, 2025
Blackstone Group
2.18%
▲ 56.69%
5
Buy
Apr 21, 2025
Zoetis
1.6%
▼ 6.53%
2
Buy
Apr 21, 2025
Xylem
1.66%
▲ 39.51%
1
Open
Apr 21, 2025
NextEra Energy
2.31%
▲ 34.30%
4
Buy
Apr 11, 2025
Brookfield Renewable
2.87%
▲ 60.24%
7
Buy
Apr 11, 2025
Applied Materials
3.01%
▲ 72.81%
5
Buy
Apr 11, 2025
Johnson Controls
2.48%
▲ 83.26%
3
Buy
Apr 11, 2025
Rio Tinto
2.38%
▲ 33.27%
5
Buy
Apr 11, 2025
Omnicom Group
1.7%
▼ 4.33%
3
Buy
Apr 11, 2025
Global-e Online
1.59%
▲ 26.16%
4
Buy
Mar 13, 2025
Digital Realty
1.92%
▲ 56.77%
4
Buy
Mar 13, 2025
nVent Electric
3.45%
▲ 166.24%
4
Buy
Mar 13, 2025
DuPont de Nemours
1.81%
▲ 33.19%
2
Buy
Feb 08, 2025
Danaher
1.68%
▲ 2.39%
3
Buy
Feb 08, 2025
Honeywell International
1.66%
▲ 15.94%
3
Buy
Feb 08, 2025
ArcelorMittal
▼ 5.90%
6
Close
Dec 21, 2024