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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #63,684 out of 784,572 TipRanks' Investors
Success Rate
71%
80 out of 113
profitable transactions
Average Return
15.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.65%
6-Month Return▲ 13.41%
12-Month Return▲ 18.75%
YTD Return▲ 5.99%
Total Return▲ 44.38%

Best Trade

Opened at
Closed at-
Gain▲ 178.52%

Bio

US Core Equity

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.51%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.62%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.19%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 5.76%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 0.21%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.51%
▼ 13.14%▲ 2.34%▲ 3.98%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 9.99%▼ 0.89%▼ 1.62%
▲ 26.04%▲ 5.96%▲ 4.19%
▲ 5.91%▼ 2.41%▼ 4.53%
▲ 4.65%▲ 2.69%▲ 5.76%
▼ 13.89%▼ 0.67%▲ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CME Group
▲ 25.00%
4
Close
Nov 25, 2024
Goldman Sachs Group
3.33%
▼ 2.07%
3
Open
Nov 25, 2024
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
3.33%
▲ 54.29%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
3.33%
▲ 3.08%
5
Open
May 23, 2024
Cisco Systems
3.33%
▲ 14.60%
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