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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #7,049 out of 768,736 TipRanks' Investors
Success Rate
77%
224 out of 293
profitable transactions
Average Return
77.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.67%
6-Month Return▲ 24.79%
12-Month Return▲ 45.72%
YTD Return▲ 35.63%
Total Return▲ 98.99%

Best Trade

Opened at
Closed at-
Gain▲ 1160.91%

Bio

Investor with 2 years experience. Investing for the mid-long term view. Architectural Graduate with a Masters, I want to buy a house.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.01%
Oct 2024
▲ 22.27%
▲ 3.43%
▲ 10.10%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.65%
▲ 11.46%▲ 5.06%▲ 3.59%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.72%▲ 1.21%▲ 0.45%
▼ 4.22%▲ 2.34%▲ 2.91%
▲ 7.82%▲ 2.10%▲ 5.60%
▲ 5.70%▼ 0.89%▼ 0.01%
▲ 22.27%▲ 3.43%▲ 10.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5%
▲ 56.05%
15
Buy
Aug 25, 2024
Rocket Lab USA
26.81%
▲ 380.63%
17
Buy
Aug 25, 2024
Nvidia
22.3%
▲ 652.04%
9
Buy
Aug 25, 2024
Microsoft
1.76%
▲ 52.98%
5
Buy
Aug 25, 2024
Meta Platforms
1.01%
▲ 178.11%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 34.85%
8
Sell
Aug 25, 2024
Ford Motor
1.08%
▲ 5.34%
9
Buy
Aug 25, 2024
Walt Disney
5.92%
▲ 24.34%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 30.94%
14
Sell
Aug 25, 2024
Costco
3.98%
▲ 89.72%
12
Buy
Aug 25, 2024
Bank of America
3.7%
▲ 54.94%
15
Buy
Aug 25, 2024
Amazon
1.78%
▲ 87.76%
11
Buy
Aug 25, 2024
Advanced Micro Devices
5.49%
▲ 83.69%
14
Buy
Aug 25, 2024
Tesla
3.71%
▲ 109.33%
16
Buy
Aug 25, 2024
Devon Energy
2.35%
▼ 23.90%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 7.99%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.22%
▲ 101.85%
11
Buy
Aug 25, 2024
Nucor
0.98%
▲ 5.21%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 6.37%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 73.29%
9
Sell
Aug 25, 2024