Sharsies - New Portfolio

E0D5A225

Sharsies
Individual Investor
Ranked #12,874 out of 758,358 TipRanks' Investors
Success Rate
73%
213 out of 293
profitable transactions
Average Return
55.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.35%
6-Month Return▲ 11.68%
12-Month Return▲ 38.52%
YTD Return▲ 21.27%
Total Return▲ 77.92%

Best Trade

Opened at
Closed at-
Gain▲ 959.35%

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

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.64%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.59%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.90%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.84%
▲ 1.66%
▲ 3.95%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.65%
▲ 5.05%▲ 3.27%▲ 2.63%
▼ 12.40%▼ 4.03%▼ 3.64%
▲ 11.46%▲ 5.06%▲ 3.59%
▼ 2.25%▲ 3.53%▲ 2.90%
▲ 25.76%▲ 1.21%▲ 0.45%
▼ 4.21%▲ 2.34%▲ 2.91%
▲ 7.84%▲ 1.66%▲ 3.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
6.13%
▲ 54.58%
15
Buy
Aug 25, 2024
Rocket Lab USA
14.28%
▲ 102.10%
17
Buy
Aug 25, 2024
Nvidia
23.51%
▲ 531.83%
9
Buy
Aug 25, 2024
Microsoft
2.25%
▲ 58.23%
5
Buy
Aug 25, 2024
Meta Platforms
1.25%
▲ 181.69%
6
Buy
Aug 25, 2024
Liberty Media Liberty Formula One
0%
▲ 28.75%
8
Sell
Aug 25, 2024
Ford Motor
1.32%
▼ 2.00%
9
Buy
Aug 25, 2024
Walt Disney
6.09%
▲ 3.88%
19
Buy
Aug 25, 2024
CVS Health
0%
▼ 28.19%
14
Sell
Aug 25, 2024
Costco
4.76%
▲ 85.04%
12
Buy
Aug 25, 2024
Bank of America
3.9%
▲ 31.03%
15
Buy
Aug 25, 2024
Amazon
2.07%
▲ 76.67%
11
Buy
Aug 25, 2024
Advanced Micro Devices
8.3%
▲ 113.52%
14
Buy
Aug 25, 2024
Tesla
3.41%
▲ 55.50%
16
Buy
Aug 25, 2024
Devon Energy
2.85%
▼ 20.11%
22
Buy
Aug 25, 2024
Starbucks
0%
▲ 4.35%
9
Buy
Aug 25, 2024
Eli Lilly & Co
4.79%
▲ 155.32%
11
Buy
Aug 25, 2024
Nucor
1.22%
▲ 7.88%
8
Buy
Aug 25, 2024
PepsiCo
0%
▲ 1.21%
5
Sell
Aug 25, 2024
Caterpillar
0%
▲ 70.83%
9
Sell
Aug 25, 2024