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Sharsies - New Portfolio

PerformancePortfolio Details

E0D5A225

Sharsies
Individual Investor
Ranked #9,258 out of 765,504 TipRanks' Investors
Success Rate
76%
223 out of 293
profitable transactions
Average Return
66.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.68%
6-Month Return▲ 23.38%
12-Month Return▲ 46.16%
YTD Return▲ 30.98%
Total Return▲ 92.16%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1148.91%

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
▼ 4.21%
▲ 2.34%
▲ 2.91%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.60%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.52%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 5.77%
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%
▼ 4.21%▲ 2.34%▲ 2.91%
▲ 7.82%▲ 2.10%▲ 5.60%
▲ 6.02%▼ 0.89%▲ 0.52%
▲ 12.58%▲ 1.42%▲ 5.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
5.42%
▲ 52.08%
15
Buy
Aug 25, 2024
RKLB
Rocket Lab USA
19.79%
▲ 205.96%
17
Buy
Aug 25, 2024
NVDA
Nvidia
24.87%
▲ 644.88%
9
Buy
Aug 25, 2024
MSFT
Microsoft
1.96%
▲ 53.86%
5
Buy
Aug 25, 2024
META
Meta Platforms
1.16%
▲ 183.55%
6
Buy
Aug 25, 2024
FWONA
Liberty Media Liberty Formula One
0%
▲ 39.26%
8
Sell
Aug 25, 2024
F
Ford Motor
1.21%
▲ 5.24%
9
Buy
Aug 25, 2024
DIS
Walt Disney
5.63%
▲ 9.38%
19
Buy
Aug 25, 2024
CVS
CVS Health
0%
▼ 23.71%
14
Sell
Aug 25, 2024
COST
Costco
4.3%
▲ 83.42%
12
Buy
Aug 25, 2024
BAC
Bank of America
3.92%
▲ 51.60%
15
Buy
Aug 25, 2024
AMZN
Amazon
2.02%
▲ 90.03%
11
Buy
Aug 25, 2024
AMD
Advanced Micro Devices
6.55%
▲ 91.22%
14
Buy
Aug 25, 2024
TSLA
Tesla
3.54%
▲ 74.56%
16
Buy
Aug 25, 2024
DVN
Devon Energy
2.61%
▼ 19.67%
22
Buy
Aug 25, 2024
SBUX
Starbucks
0%
▲ 4.85%
9
Buy
Aug 25, 2024
LLY
Eli Lilly & Co
3.7%
▲ 114.40%
11
Buy
Aug 25, 2024
NUE
Nucor
1.16%
▲ 21.98%
8
Buy
Aug 25, 2024
PEP
PepsiCo
0%
▼ 1.59%
5
Sell
Aug 25, 2024
CAT
Caterpillar
0%
▲ 88.95%
9
Sell
Aug 25, 2024