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Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #8,506 out of 775,913 TipRanks' Investors
Success Rate
72%
211 out of 293
profitable transactions
Average Return
82.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.09%
6-Month Return▲ 20.23%
12-Month Return▲ 36.85%
YTD Return▲ 34.77%
Total Return▲ 97.72%

Best Trade

Opened at
Closed at-
Gain▲ 1055.43%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.41%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.48%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 14.63%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.06%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.59%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.71%▲ 1.21%▲ 0.41%
▼ 4.22%▲ 2.34%▲ 2.91%
▲ 7.82%▲ 2.10%▲ 5.60%
▲ 5.38%▼ 0.89%▼ 0.48%
▲ 43.22%▲ 5.96%▲ 14.63%
▼ 5.24%▼ 2.73%▼ 4.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
5.31%
▲ 73.97%
15
Buy
Aug 25, 2024
Rocket Lab USA
31.61%
▲ 483.09%
17
Buy
Aug 25, 2024
Nvidia
19.75%
▲ 589.12%
9
Buy
Aug 25, 2024
Microsoft
1.76%
▲ 60.19%
5
Buy
Aug 25, 2024
Meta Platforms
1%
▲ 190.32%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 54.76%
8
Sell
Aug 25, 2024
Ford Motor
0.94%
▼ 5.82%
9
Buy
Aug 25, 2024
Walt Disney
5.55%
▲ 25.01%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 45.07%
14
Sell
Aug 25, 2024
Costco
3.9%
▲ 94.60%
12
Buy
Aug 25, 2024
Bank of America
3.37%
▲ 48.28%
15
Buy
Aug 25, 2024
Amazon
1.88%
▲ 106.39%
11
Buy
Aug 25, 2024
Advanced Micro Devices
4.57%
▲ 57.10%
14
Buy
Aug 25, 2024
Tesla
4.37%
▲ 154.74%
16
Buy
Aug 25, 2024
Devon Energy
1.79%
▼ 37.84%
22
Buy
Aug 25, 2024
Starbucks
0%
▼ 3.41%
9
Buy
Aug 25, 2024
Eli Lilly & Co
3.13%
▲ 112.37%
11
Buy
Aug 25, 2024
Nucor
0.73%
▼ 15.22%
8
Buy
Aug 25, 2024
PepsiCo
0%
▼ 7.94%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 65.91%
9
Sell
Aug 25, 2024