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US Core Portfolio - New Portfolio
Paul
US Core PortfolioIndividual Investor
Ranked #76,863 out of 775,923 TipRanks' Investors
Success Rate
77 out of 113
profitable transactions
profitable transactions
Average Return
13.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.96%
6-Month Return▲ 7.77%
12-Month Return▲ 14.46%
YTD Return▲ 14.15%
Total Return▲ 35.89%
Best Trade
Bio
US Core Equity
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.11%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.04%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.86%
Dec 2024
▲ 11.46%▲ 5.06%▲ 2.11%
▼ 2.25%▲ 3.53%▲ 1.04%
▲ 25.71%▲ 1.21%▲ 4.51%
▼ 4.22%▲ 2.34%▲ 3.98%
▲ 7.82%▲ 2.10%▲ 2.13%
▲ 5.38%▼ 0.89%▼ 1.53%
▲ 43.22%▲ 5.96%▲ 4.19%
▲ 3.34%▼ 1.56%▼ 4.86%
Recent Activity
CME Group
―
▲ 25.00%
4
Close
Nov 25, 2024
Goldman Sachs Group
3.33%
▼ 7.74%
3
Open
Nov 25, 2024
Medtronic
―
▲ 4.51%
2
Close
May 23, 2024
Amazon
―
▲ 24.68%
4
Close
May 23, 2024
Broadcom
3.33%
▲ 53.48%
3
Open
May 23, 2024
Deere
―
▲ 6.48%
4
Close
May 23, 2024
Chubb
3.33%
▲ 3.20%
5
Open
May 23, 2024
Cisco Systems
3.33%
▲ 12.25%
5
Open
May 23, 2024
United Parcel
―
▼ 23.44%
2
Close
May 23, 2024
Pfizer
―
▼ 23.58%
2
Close
May 23, 2024
Norfolk Southern
―
▲ 8.38%
2
Close
May 23, 2024
Starwood Property
―
▲ 20.61%
2
Close
May 23, 2024
Alphabet Class C
―
▲ 41.99%
2
Close
May 23, 2024
Salesforce
―
▲ 34.99%
2
Close
May 23, 2024
GlaxoSmithKline
―
▲ 32.33%
2
Close
May 23, 2024
CVS Health
―
▼ 17.25%
2
Close
May 23, 2024
American Tower
―
▲ 2.71%
2
Close
May 23, 2024
FedEx
―
▲ 12.25%
2
Close
May 23, 2024
Caterpillar
―
▲ 67.93%
2
Close
May 23, 2024
Nike
―
▼ 14.83%
2
Close
May 23, 2024