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New Portfolio - New Portfolio

Cole Umbrella LLC

New Portfolio
Individual Investor
Ranked #5,181 out of 791,381 TipRanks' Investors
Success Rate
78%
117 out of 150
profitable transactions
Average Return
64.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 17.59%
6-Month Return▼ 4.33%
12-Month Return▼ 3.05%
YTD Return▼ 18.83%
Total Return▲ 73.92%

Best Trade

Opened at
Closed at-
Gain▲ 475.60%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 15.58%
Nov 2024
▲ 5.75%
▼ 2.41%
▲ 2.01%
Dec 2024
▲ 5.32%
▲ 2.69%
▼ 3.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.31%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 10.58%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.95%
▲ 2.93%▲ 2.10%▼ 0.40%
▲ 10.00%▼ 0.89%▲ 0.13%
▲ 26.01%▲ 5.96%▲ 15.58%
▲ 5.75%▼ 2.41%▲ 2.01%
▲ 5.32%▲ 2.69%▼ 3.10%
▼ 12.86%▼ 1.27%▼ 6.31%
▼ 2.15%▼ 5.65%▼ 10.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Airbnb
7.63%
▲ 1.19%
5
Buy
Nov 15, 2023
Amazon
14.36%
▲ 55.84%
11
Buy
Nov 14, 2023
Chevron
▼ 12.52%
2
Close
Nov 14, 2023
TJX Companies
0%
▲ 27.66%
1
Open
Nov 14, 2023
F45 Training Holdings
▼ 95.58%
2
Close
Nov 13, 2023
DraftKings
0.03%
▲ 48.33%
6
Sell
Nov 08, 2023
Nvidia
61.78%
▲ 172.52%
12
Buy
Nov 07, 2023
Genworth Financial
0.13%
▲ 6.89%
3
Buy
Nov 07, 2023
SoundHound AI, Inc Class A
1.39%
▲ 328.58%
10
Buy
Nov 07, 2023
Walt Disney
0%
▲ 17.96%
1
Open
Nov 06, 2023
Carvana Co
2.1%
▲ 342.12%
2
Buy
Nov 02, 2023
Advanced Micro Devices
0.79%
▼ 0.71%
4
Buy
Oct 31, 2023
Netflix
8.72%
▲ 147.21%
4
Buy
Oct 12, 2023
iShares Expanded Tech-Software Sector ETF
1.82%
▲ 28.86%
6
Buy
Oct 09, 2023
C3ai
▼ 2.40%
5
Close
Sep 29, 2023
Apple
0.9%
▲ 30.77%
5
Buy
Sep 28, 2023
Invesco QQQ Trust
0.19%
▲ 41.99%
2
Buy
Sep 21, 2023
Home Depot
0.15%
▲ 24.23%
2
Buy
Sep 15, 2023
Adobe
0.04%
▼ 9.06%
2
Buy
Sep 15, 2023
Mullen Automotive
0%
▼ 100.00%
3
Buy
Aug 15, 2023