Alpharetta Fund - New Portfolio

Mick Domas

Alpharetta Fund
Individual Investor
Ranked #66,036 out of 765,504 TipRanks' Investors
Success Rate
74%
268 out of 364
profitable transactions
Average Return
6.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.43%
6-Month Return▲ 2.31%
12-Month Return▲ 15.38%
YTD Return▲ 1.65%
Total Return▲ 19.08%

Best Trade

Opened at
Closed at
Gain▲ 66.53%

Bio

List of stocks that I've researched and like the future of.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.65%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.66%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.50%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.91%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.06%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.50%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 0.67%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.65%
▲ 11.46%▲ 5.06%▲ 0.66%
▼ 2.25%▲ 3.53%▼ 2.50%
▲ 25.72%▲ 1.21%▲ 3.91%
▼ 4.21%▲ 2.34%▲ 3.06%
▲ 7.82%▲ 2.10%▲ 2.03%
▲ 6.02%▼ 0.89%▼ 5.50%
▲ 12.58%▲ 1.42%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
24.67%
▲ 6.90%
8
Buy
Jun 13, 2024
The Hershey Company
10.52%
▼ 7.03%
7
Buy
Jun 13, 2024
Novo Nordisk
3.51%
▼ 25.68%
2
Buy
Jun 13, 2024
Synchrony Financial
7.03%
▲ 59.15%
1
Open
Jun 13, 2024
Tesla
▲ 10.01%
18
Close
Jun 12, 2024
UnitedHealth
▲ 0.18%
4
Close
Jun 12, 2024
Whirlpool
▼ 18.32%
4
Close
Jun 12, 2024
Deere
13.87%
▲ 5.10%
5
Buy
Jun 12, 2024
Dominion Energy
▲ 1.00%
3
Close
Jun 12, 2024
CVS Health
▼ 10.79%
9
Close
Jun 12, 2024
Crown Castle
18.25%
▼ 1.98%
13
Buy
Jun 12, 2024
Newmont Mining
▼ 5.32%
3
Close
Jun 12, 2024
Duolingo
▲ 11.28%
4
Close
Jun 12, 2024
Exxon Mobil
▲ 9.24%
2
Close
Jun 12, 2024
Pfizer
▼ 19.17%
8
Close
Jun 12, 2024
Dow Inc
▲ 10.87%
2
Close
Jun 12, 2024
Bristol-Myers Squibb
▼ 29.35%
9
Close
Jun 12, 2024
Chevron
▲ 4.92%
2
Close
Jun 12, 2024
RH
▼ 6.36%
3
Close
Jun 12, 2024
Floor & Decor Holdings
▲ 9.67%
2
Close
Jun 12, 2024