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Ron DIY portfolio - New Portfolio

Ron Bowers

Ron DIY portfolio
Individual Investor
Ranked #120,222 out of 781,056 TipRanks' Investors
Success Rate
60%
90 out of 151
profitable transactions
Average Return
20.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▲ 8.99%
12-Month Return▼ 0.77%
YTD Return▲ 4.16%
Total Return▲ 43.64%

Best Trade

Opened at
Closed at-
Gain▲ 228.01%

Bio

Solid hand of ten solid holdings

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.32%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.67%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.49%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.31%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.16%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.32%
▲ 8.13%▲ 1.21%▲ 3.77%
▼ 13.14%▲ 2.34%▲ 0.67%
▲ 2.93%▲ 2.10%▼ 0.29%
▲ 10.00%▼ 0.89%▼ 0.49%
▲ 26.04%▲ 5.96%▲ 1.77%
▲ 5.93%▼ 2.41%▼ 0.31%
▲ 11.17%▲ 1.96%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
44.29%
▲ 48.76%
13
Buy
Jan 03, 2025
Alphabet Class A
8.8%
▲ 102.62%
9
Buy
Nov 23, 2024
Portillo's
2.31%
▼ 35.12%
21
Buy
Nov 15, 2024
Norwegian Cruise Line
0.01%
▲ 94.43%
6
Sell
Nov 08, 2024
McDonald's
8.75%
▲ 33.22%
17
Buy
Oct 28, 2024
Costco
13.24%
▲ 131.51%
7
Buy
Oct 11, 2024
CVS Health
0.01%
▼ 9.34%
14
Sell
Sep 28, 2024
Boeing
9.8%
▼ 5.63%
37
Buy
Jun 30, 2023
Molson Coors
▲ 16.57%
24
Close
Dec 23, 2021
PepsiCo
▲ 21.99%
10
Close
Jul 14, 2021
Berkshire Hathaway B
6.44%
▲ 45.07%
6
Sell
Dec 23, 2020
Bed Bath & Beyond
▲ 66.56%
4
Close
Jul 16, 2020
Kraft Heinz
▲ 3.95%
8
Close
May 26, 2020
Amazon
6.34%
▲ 139.78%
1
Open
Jan 23, 2020