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Portfolio - New Portfolio

Sir Mon E. Bags

Portfolio
Individual Investor
Ranked #38,512 out of 812,140 TipRanks' Investors
Success Rate
63%
85 out of 136
profitable transactions
Average Return
58.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.27%
6-Month Return▲ 8.46%
12-Month Return▲ 38.27%
YTD Return▲ 13.97%
Total Return▲ 19.51%

Best Trade

Opened at
Closed at-
Gain▲ 1149.29%

Bio

dolla dolla billz // stack paper

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 4.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.76%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.62%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 4.32%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.41%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.36%
▼ 12.86%▼ 1.27%▼ 3.39%
▼ 1.80%▼ 5.57%▼ 5.23%
▲ 1.84%▼ 0.87%▲ 0.76%
▲ 12.20%▲ 6.28%▲ 5.88%
▲ 6.24%▲ 5.14%▲ 7.62%
▲ 27.86%▲ 2.30%▲ 4.32%
▲ 0.42%▲ 0.11%▼ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Accenture
2.19%
▼ 7.62%
2
Buy
Aug 04, 2025
Alibaba
2.29%
▲ 43.31%
2
Buy
Jul 08, 2025
Primo Brands
2%
▲ 45.00%
2
Buy
Jun 12, 2025
Blackstone Group
2.78%
▲ 74.93%
5
Buy
Apr 21, 2025
Zoetis
1.85%
▼ 5.83%
2
Buy
Apr 21, 2025
Xylem
1.81%
▲ 32.77%
1
Open
Apr 21, 2025
NextEra Energy
2.23%
▲ 12.49%
4
Buy
Apr 11, 2025
Brookfield Renewable
2.58%
▲ 24.28%
7
Buy
Apr 11, 2025
Applied Materials
2.7%
▲ 34.84%
5
Buy
Apr 11, 2025
Johnson Controls
2.64%
▲ 70.32%
3
Buy
Apr 11, 2025
Rio Tinto
2.28%
▲ 8.62%
5
Buy
Apr 11, 2025
Schwab US Dividend Equity ETF
2.7%
▲ 15.55%
5
Buy
Apr 11, 2025
Omnicom Group
1.84%
▼ 10.07%
3
Buy
Apr 11, 2025
Global-e Online
1.76%
▲ 21.65%
4
Buy
Mar 13, 2025
Digital Realty
2.14%
▲ 51.58%
4
Buy
Mar 13, 2025
nVent Electric
3.42%
▲ 130.07%
4
Buy
Mar 13, 2025
DuPont de Nemours
1.79%
▲ 14.53%
2
Buy
Feb 08, 2025
Danaher
1.73%
▼ 8.03%
3
Buy
Feb 08, 2025
Honeywell International
1.94%
▲ 17.93%
3
Buy
Feb 08, 2025
ArcelorMittal
▼ 5.90%
6
Close
Dec 21, 2024