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New Portfolio - New Portfolio

angelo

New Portfolio
Individual Investor
Ranked #91,890 out of 793,704 TipRanks' Investors
Success Rate
62%
71 out of 114
profitable transactions
Average Return
16.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.66%
6-Month Return▼ 1.70%
12-Month Return▲ 6.55%
YTD Return▼ 0.62%
Total Return▲ 48.27%

Best Trade

Opened at
Closed at-
Gain▲ 336.57%

Bio

Quality investing

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.39%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.51%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.89%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.62%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 4.66%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.69%
▲ 2.93%▲ 2.10%▲ 1.94%
▲ 10.00%▼ 0.89%▼ 1.05%
▲ 26.01%▲ 5.96%▲ 3.39%
▲ 5.34%▼ 2.41%▼ 3.51%
▲ 5.88%▲ 2.69%▲ 4.89%
▼ 12.86%▼ 1.27%▼ 0.62%
▲ 5.30%▼ 4.02%▼ 4.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
3.84%
▲ 3.46%
10
Buy
Feb 04, 2025
Philip Morris
10.29%
▲ 46.99%
9
Buy
Feb 04, 2025
PepsiCo
▼ 11.15%
3
Close
Feb 04, 2025
Palantir Technologies
0.43%
▼ 13.23%
1
Open
Feb 04, 2025
Alphabet Class A
0.65%
▲ 6.59%
6
Open
Jan 23, 2025
Nvidia
5.44%
▲ 50.16%
12
Buy
Dec 05, 2024
Apple
1.07%
▲ 16.47%
6
Sell
Dec 05, 2024
Paycom
0.66%
▼ 8.37%
4
Open
Nov 21, 2024
Fortinet
0.77%
▲ 6.35%
8
Open
Nov 18, 2024
Eli Lilly & Co
▲ 2.63%
3
Close
Nov 18, 2024
The Hershey Company
▼ 17.67%
4
Close
Oct 22, 2024
British American Tobacco
3.15%
▲ 21.56%
3
Buy
Oct 01, 2024
Arista Networks
1.51%
▲ 3.52%
2
Buy
Aug 15, 2024
Crocs
▲ 6.51%
7
Close
Aug 01, 2024
Cadence Design
▲ 4.39%
3
Close
Jul 29, 2024
Chipotle
▲ 37.12%
5
Close
Jul 24, 2024
Automatic Data Processing
1.14%
▲ 37.47%
4
Sell
Jun 27, 2024
Mastercard
8.14%
▲ 56.56%
2
Sell
Jun 14, 2024
PayPal Holdings
▼ 41.68%
5
Close
Jun 12, 2024
Invesco QQQ Trust
▲ 5.20%
2
Close
Jun 12, 2024