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Ron DIY portfolio - New Portfolio
Ron Bowers
Ron DIY portfolioIndividual Investor
Ranked #88,164 out of 803,748 TipRanks' Investors
Success Rate
98 out of 155
profitable transactions
profitable transactions
Average Return
21.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.35%
6-Month Return▲ 10.49%
12-Month Return▲ 15.31%
YTD Return▲ 10.46%
Total Return▲ 49.96%
Best Trade
Bio
Solid hand of ten solid holdings
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.48%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 11.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.86%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.61%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.61%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.08%
May 2025
▲ 3.57%
▲ 1.29%
▼ 2.07%
Jun 2025
▲ 25.97%▲ 5.96%▲ 1.77%
▲ 5.10%▼ 2.41%▼ 1.48%
▲ 6.03%▲ 2.69%▲ 11.33%
▼ 12.86%▼ 1.27%▲ 0.86%
▼ 1.80%▼ 5.57%▼ 5.61%
▲ 1.83%▼ 0.87%▼ 0.61%
▲ 12.21%▲ 6.28%▲ 7.08%
▲ 3.57%▲ 1.29%▼ 2.07%
Recent Activity
Portillo's
3.14%
▼ 35.11%
23
Buy
Mar 15, 2025
Apple
39.88%
▲ 21.91%
15
Buy
Feb 04, 2025
Alphabet Class A
8.08%
▲ 81.00%
9
Buy
Nov 23, 2024
Norwegian Cruise Line
0.01%
▲ 27.23%
6
Sell
Nov 08, 2024
McDonald's
9.69%
▲ 44.80%
17
Buy
Oct 28, 2024
Costco
14.32%
▲ 143.32%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▲ 18.92%
14
Sell
Sep 28, 2024
Boeing
11.82%
▲ 10.49%
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
6.91%
▲ 48.46%
6
Sell
Dec 23, 2020
Bed Bath & Beyond
―
▲ 66.56%
4
Close
Jul 16, 2020
Kraft Heinz
―
▲ 3.96%
8
Close
May 26, 2020
Amazon
6.13%
▲ 125.09%
1
Open
Jan 23, 2020