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Portfolio One - New Portfolio

ali karim

Portfolio One
Individual Investor
Ranked #158,280 out of 769,603 TipRanks' Investors
Success Rate
59%
106 out of 181
profitable transactions
Average Return
15.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.11%
6-Month Return▲ 30.81%
12-Month Return▲ 68.82%
YTD Return▲ 45.33%
Total Return▲ 200.95%

Best Trade

Opened at
Closed at
Gain▲ 490.55%

Bio

This is my retirement investment account.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 26.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.88%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.04%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 8.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.99%
▲ 11.46%▲ 5.06%▲ 26.64%
▼ 2.25%▲ 3.53%▲ 4.61%
▲ 25.72%▲ 1.21%▲ 0.88%
▼ 4.22%▲ 2.34%▲ 5.23%
▲ 7.82%▲ 2.10%▲ 3.90%
▲ 5.70%▼ 0.89%▲ 1.04%
▲ 37.60%▲ 4.40%▲ 8.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 12.02%
6
Close
Jun 06, 2024
Fresh Del Monte Produce
10%
▲ 8.30%
8
Open
Jun 06, 2024
Norwegian Cruise Line
10%
▲ 49.58%
3
Open
Jun 06, 2024
Starbucks
10%
▲ 18.18%
3
Open
Jun 06, 2024
Walmart
10%
▲ 24.82%
5
Open
Jun 06, 2024
AMC Entertainment
10%
▼ 21.42%
1
Open
Jun 06, 2024
Kyndryl Holdings Incorporation
▲ 138.40%
2
Close
Jun 06, 2024
Sempra Energy
▼ 4.07%
2
Close
Jun 06, 2024
Vanguard S&P 500 ETF
▲ 30.97%
2
Close
Jun 06, 2024
Fidelity Contra Fund
▲ 42.13%
2
Close
Jun 06, 2024
iShares Core S&P 500 ETF
▲ 6.01%
2
Close
Jun 06, 2024
Walt Disney
10%
▲ 14.27%
1
Open
Jun 06, 2024
Hilton Worldwide Holdings
10%
▲ 25.93%
1
Open
Jun 06, 2024
Restaurant Brands International
10%
▼ 1.14%
1
Open
Jun 06, 2024
Nike
10%
▼ 18.78%
1
Open
Jun 06, 2024
ASOS plc
▼ 60.56%
2
Close
May 27, 2024
Roku
▼ 13.37%
2
Close
May 26, 2024
Beyond Meat
▼ 81.76%
2
Close
May 26, 2024
Nikola
▼ 92.16%
2
Close
May 26, 2024
Koss
▼ 46.59%
2
Close
May 26, 2024