FAMA - New Portfolio

FM

FAMA
Individual Investor
Ranked #311,754 out of 757,492 TipRanks' Investors
Success Rate
54%
219 out of 404
profitable transactions
Average Return
1.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.17%
6-Month Return▼ 7.63%
12-Month Return▲ 13.57%
YTD Return▼ 2.54%
Total Return▼ 21.35%

Best Trade

Opened at
Closed at-
Gain▲ 108.29%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.07%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.26%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 4.98%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 1.75%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.89%
▲ 5.05%▲ 3.27%▲ 6.68%
▼ 12.40%▼ 4.03%▼ 10.57%
▲ 11.46%▲ 5.06%▲ 3.41%
▼ 2.25%▲ 3.53%▼ 2.07%
▲ 25.76%▲ 1.21%▲ 3.26%
▼ 4.21%▲ 2.34%▼ 4.98%
▲ 5.59%▲ 1.30%▲ 1.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
11.92%
▼ 1.62%
54
Buy
Sep 18, 2024
Walt Disney
6.96%
▼ 10.05%
45
Sell
Aug 23, 2024
United Parcel
5.09%
▲ 4.18%
6
Buy
Aug 23, 2024
Bristol-Myers Squibb
2%
▲ 7.00%
4
Buy
Aug 01, 2024
Cisco Systems
8.36%
▲ 6.95%
8
Buy
May 25, 2024
Johnson & Johnson
5.68%
▲ 12.38%
4
Buy
Apr 16, 2024
CVS Health
▲ 7.07%
15
Close
Mar 07, 2024
PayPal Holdings
6.83%
▼ 4.08%
26
Buy
Feb 14, 2024
Medtronic
0.44%
▲ 10.51%
2
Buy
Feb 08, 2024
Alibaba
6.99%
▲ 23.06%
8
Buy
Feb 01, 2024
Apple
7.9%
▲ 62.68%
5
Sell
Jan 14, 2024
Target
7.66%
▲ 0.19%
23
Sell
Dec 16, 2023
SPDR S&P 500 ETF Trust
▲ 7.98%
4
Close
Nov 28, 2023
SoFi Technologies
▲ 18.84%
31
Close
Oct 05, 2023
Berkshire Hathaway B
▲ 28.90%
7
Close
Sep 25, 2023
Vertex Pharmaceuticals
▲ 55.07%
3
Close
Sep 25, 2023
Microsoft
12.06%
▲ 72.23%
8
Buy
Sep 25, 2023
Applied Materials
▲ 57.59%
8
Close
Sep 25, 2023
Alphabet Class C
6.52%
▲ 73.91%
7
Buy
Sep 25, 2023
Intel
3.24%
▼ 33.93%
45
Buy
Sep 21, 2023