My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #95,245 out of 757,311 TipRanks' Investors
Success Rate
67%
133 out of 200
profitable transactions
Average Return
6.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.92%
6-Month Return▲ 11.31%
12-Month Return▲ 11.67%
YTD Return▲ 11.67%
Total Return▲ 37.91%

Best Trade

Opened at
Closed at
Gain▲ 286.34%

Bio

New to investing and these are the stocks I have,

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.16%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.33%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.31%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 2.98%
▲ 11.46%▲ 5.06%▲ 0.82%
▼ 2.25%▲ 3.53%▲ 6.16%
▲ 25.76%▲ 1.21%▲ 5.89%
▼ 4.21%▲ 2.34%▼ 0.33%
▲ 2.65%▼ 0.40%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
0.81%
▼ 1.65%
8
Open
Jun 23, 2024
Fidelity ZERO Large Cap Index Fund
2.65%
▲ 4.55%
6
Open
Jun 23, 2024
MPLX
1.21%
▲ 37.46%
12
Open
Jun 23, 2024
Enterprise Products Partners
3.74%
▲ 26.98%
27
Open
Jun 23, 2024
Microsoft
6.17%
▲ 15.94%
15
Open
Jun 23, 2024
SPDR S&P Dividend ETF
0.7%
▲ 0.78%
12
Open
Jun 23, 2024
Baidu
0.18%
▼ 21.85%
3
Open
Jun 23, 2024
Schwab US Dividend Equity ETF
24.93%
▲ 1.29%
31
Open
Jun 23, 2024
ChargePoint Holdings
0.05%
▼ 52.08%
9
Open
Jun 23, 2024
Avista
1.22%
▼ 11.38%
8
Open
Jun 23, 2024
Alphabet Class A
5.33%
▲ 9.47%
6
Open
Jun 23, 2024
Fidelity 500 Index Fund
2.63%
▲ 4.76%
8
Open
Jun 23, 2024
Fidelity Total Market Index Fund
2.58%
▲ 3.92%
6
Open
Jun 23, 2024
Cisco Systems
0.06%
▲ 18.51%
6
Open
Jun 23, 2024
Amazon
5.83%
▲ 9.75%
7
Open
Jun 23, 2024
Apple
2.7%
▲ 20.81%
15
Open
Jun 23, 2024
Papa John's International
0.51%
▼ 5.00%
7
Open
Jun 23, 2024
Tesla
1.55%
▲ 34.10%
4
Open
Jun 23, 2024
JPMorgan Equity Premium Income ETF
4.94%
▲ 3.69%
7
Open
Jun 23, 2024
Johnson & Johnson
3.4%
▲ 12.27%
1
Open
Jun 23, 2024