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*****2487 - New Portfolio

Allthere

*****2487
Individual Investor
Ranked #54,267 out of 791,381 TipRanks' Investors
Success Rate
76%
28 out of 37
profitable transactions
Average Return
33.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.20%
6-Month Return▲ 0.77%
12-Month Return▲ 14.75%
YTD Return▼ 0.20%
Total Return▲ 38.45%

Best Trade

Opened at
Closed at-
Gain▲ 430.30%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.78%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.34%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.44%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 4.14%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 3.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.77%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 4.87%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.65%
▲ 2.93%▲ 2.10%▲ 3.78%
▲ 10.00%▼ 0.89%▼ 1.34%
▲ 26.01%▲ 5.96%▲ 3.44%
▲ 5.75%▼ 2.41%▼ 4.14%
▲ 5.32%▲ 2.69%▲ 3.09%
▼ 12.86%▼ 1.27%▲ 1.77%
▼ 2.15%▼ 5.65%▼ 4.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares JP Morgan USD Emerging Markets Bond ETF
5.75%
▲ 8.38%
2
Buy
Dec 31, 2022
Vanguard Total Bond Market ETF
5.47%
▲ 2.11%
2
Buy
Dec 31, 2022
Brookfield Asset Management Ltd. Class A
0.19%
▲ 62.92%
1
Buy
Dec 31, 2022
iShares MSCI India ETF
1%
▲ 11.91%
1
Buy
Nov 14, 2022
Invitation Homes
0.97%
▲ 8.24%
1
Buy
Nov 14, 2022
Orion Office REIT
0.24%
▼ 74.34%
1
Buy
Nov 14, 2022
Brookfield Corporation
1.23%
▲ 9.31%
1
Buy
Nov 14, 2022
TSMC
2.8%
▲ 134.85%
1
Buy
Nov 14, 2022
Franklin FTSE Hong Kong ETF
1.16%
▼ 4.46%
1
Buy
Nov 14, 2022
American Homes
1.46%
▲ 13.63%
1
Buy
Nov 14, 2022
Meta Platforms
7.44%
▲ 430.30%
1
Buy
Nov 14, 2022
PepsiCo
1.25%
▼ 13.81%
1
Buy
Nov 14, 2022
Ventas
2.2%
▲ 48.98%
1
Buy
Nov 14, 2022
Boston Properties
1.35%
▼ 11.89%
1
Buy
Nov 14, 2022
Pfizer
0.85%
▼ 47.22%
1
Buy
Nov 14, 2022
SL Green Realty
2.36%
▲ 41.91%
1
Buy
Nov 14, 2022
Welltower
3.66%
▲ 109.55%
1
Buy
Nov 14, 2022
Ferrari
3.62%
▲ 107.39%
1
Buy
Nov 14, 2022
Procter & Gamble
2.14%
▲ 22.80%
1
Buy
Nov 14, 2022
Caterpillar
2.79%
▲ 43.67%
1
Buy
Nov 14, 2022