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New Portfolio - New Portfolio

Sir Mon E. Bags

New Portfolio
Individual Investor
Ranked #30,429 out of 771,529 TipRanks' Investors
Success Rate
65%
67 out of 103
profitable transactions
Average Return
52.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.32%
6-Month Return▲ 29.45%
12-Month Return▲ 53.72%
YTD Return▲ 42.00%
Total Return▲ 11.98%

Best Trade

Opened at
Closed at-
Gain▲ 672.80%

Bio

dolla dolla billz // stack paper

Performance

43.24%0-43.24%
▼ 12.40%
▼ 4.03%
▼ 4.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.29%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 13.50%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.49%
▲ 11.46%▲ 5.06%▲ 9.93%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 25.72%▲ 1.21%▲ 4.92%
▼ 4.22%▲ 2.34%▲ 0.47%
▲ 7.82%▲ 2.10%▲ 10.29%
▲ 5.70%▼ 0.89%▼ 0.99%
▲ 43.24%▲ 5.96%▲ 13.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barrick Gold
1.94%
▲ 7.48%
2
Buy
Nov 16, 2024
TotalEnergies
2.02%
▲ 19.02%
3
Buy
Nov 01, 2024
Consolidated Water Co
1.78%
▲ 11.23%
2
Buy
Nov 01, 2024
Rio Tinto
1.94%
▲ 11.44%
3
Buy
Sep 07, 2024
Rocket Lab USA
9.03%
▲ 517.81%
5
Buy
Apr 13, 2024
Zoetis
1.52%
▲ 4.55%
1
Open
Mar 22, 2024
Alibaba
1.46%
▲ 24.21%
1
Open
Feb 02, 2024
Ready Capital
▲ 7.13%
3
Close
Dec 26, 2023
Veralto Corporation
▲ 20.14%
3
Close
Dec 26, 2023
Clearway Energy
▲ 9.70%
4
Close
Dec 23, 2023
Archer Daniels Midland
1.18%
▼ 23.86%
2
Buy
Oct 28, 2023
Schwab US Dividend Equity ETF
2.52%
▲ 33.32%
3
Buy
Oct 28, 2023
Honeywell International
1.9%
▲ 28.48%
2
Buy
Oct 28, 2023
NextEra Energy
2.2%
▲ 22.51%
3
Buy
Sep 29, 2023
Medtronic
1.74%
▲ 6.77%
4
Buy
Sep 29, 2023
Brookfield Renewable
2.16%
▲ 14.04%
6
Buy
Sep 29, 2023
Broadmark Realty Capital
▼ 31.21%
8
Close
Jun 08, 2023
Maxar Technologies
▲ 116.96%
5
Close
May 21, 2023
Danaher
1.22%
▲ 14.89%
1
Open
Apr 28, 2023
Digital Realty
2.91%
▲ 80.58%
3
Buy
Apr 14, 2023