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US Core Portfolio - New Portfolio
Paul
US Core PortfolioIndividual Investor
Ranked #60,740 out of 767,968 TipRanks' Investors
Success Rate
79 out of 112
profitable transactions
profitable transactions
Average Return
14.14%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.00%
6-Month Return▲ 8.16%
12-Month Return▲ 22.68%
YTD Return▲ 15.66%
Total Return▲ 37.68%
Best Trade
Bio
US Core Equity
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.68%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 0.71%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.33%
▲ 11.46%▲ 5.06%▲ 1.89%
▼ 2.25%▲ 3.53%▲ 1.09%
▲ 25.72%▲ 1.21%▲ 4.51%
▼ 4.22%▲ 2.34%▲ 3.98%
▲ 7.82%▲ 2.10%▲ 2.17%
▲ 5.72%▼ 0.89%▼ 1.68%
▲ 19.24%▲ 3.01%▲ 0.71%
Recent Activity
Medtronic
―
▲ 4.51%
2
Close
May 23, 2024
Amazon
―
▲ 24.68%
4
Close
May 23, 2024
Broadcom
3.33%
▲ 33.28%
3
Open
May 23, 2024
Deere
―
▲ 6.48%
4
Close
May 23, 2024
Chubb
3.33%
▲ 4.98%
5
Open
May 23, 2024
Cisco Systems
3.33%
▲ 11.48%
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
LyondellBasell
―
▲ 13.21%
2
Close
May 23, 2024
Automatic Data Processing
―
▲ 19.34%
2
Close
May 23, 2024