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Ron DIY portfolio - New Portfolio
Ron Bowers
Ron DIY portfolioIndividual Investor
Ranked #85,462 out of 793,836 TipRanks' Investors
Success Rate
95 out of 155
profitable transactions
profitable transactions
Average Return
18.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.69%
6-Month Return▲ 5.24%
12-Month Return▲ 0.68%
YTD Return▲ 5.90%
Total Return▲ 43.75%
Best Trade
Bio
Solid hand of ten solid holdings
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.67%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.48%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 11.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.86%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 5.69%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.67%
▲ 2.93%▲ 2.10%▼ 0.29%
▲ 10.00%▼ 0.89%▼ 0.88%
▲ 26.01%▲ 5.96%▲ 1.77%
▲ 5.33%▼ 2.41%▼ 1.48%
▲ 5.89%▲ 2.69%▲ 11.33%
▼ 12.86%▼ 1.27%▲ 0.86%
▼ 1.65%▼ 6.20%▼ 5.69%
Recent Activity
Portillo's
3.23%
▼ 32.51%
23
Buy
Mar 15, 2025
Apple
43.7%
▲ 35.04%
15
Buy
Feb 04, 2025
Alphabet Class A
7.05%
▲ 59.73%
9
Buy
Nov 23, 2024
Norwegian Cruise Line
0.01%
▲ 37.04%
6
Sell
Nov 08, 2024
McDonald's
9.74%
▲ 46.45%
17
Buy
Oct 28, 2024
Costco
13.28%
▲ 128.44%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▲ 17.15%
14
Sell
Sep 28, 2024
Boeing
10.1%
▼ 4.41%
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
7.37%
▲ 55.18%
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
5.51%
▲ 104.52%
1
Open
Jan 23, 2020