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US Core Portfolio - New Portfolio
Paul
US Core PortfolioIndividual Investor
Ranked #53,069 out of 790,959 TipRanks' Investors
Success Rate
78 out of 113
profitable transactions
profitable transactions
Average Return
14.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.06%
6-Month Return▲ 3.09%
12-Month Return▲ 12.46%
YTD Return▲ 3.16%
Total Return▲ 40.50%
Best Trade
Bio
US Core Equity
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.20%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.56%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.15%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 1.69%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.99%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▼ 1.62%
▲ 26.01%▲ 5.96%▲ 4.20%
▲ 5.75%▼ 2.41%▼ 4.56%
▲ 5.32%▲ 2.69%▲ 3.73%
▼ 12.86%▼ 1.27%▲ 1.15%
▼ 2.15%▼ 5.65%▼ 1.69%
Recent Activity
CME Group
―
▲ 25.00%
4
Close
Nov 25, 2024
Goldman Sachs Group
3.33%
▼ 10.39%
3
Open
Nov 25, 2024
Medtronic
―
▲ 4.51%
2
Close
May 23, 2024
Amazon
―
▲ 24.68%
4
Close
May 23, 2024
Broadcom
3.33%
▲ 40.54%
3
Open
May 23, 2024
Deere
―
▲ 6.48%
4
Close
May 23, 2024
Chubb
3.33%
▲ 5.73%
5
Open
May 23, 2024
Cisco Systems
3.33%
▲ 15.13%
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
―
▲ 20.60%
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