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New Portfolio - New Portfolio
Robert M
New PortfolioIndividual Investor
Ranked #44,595 out of 788,370 TipRanks' Investors
Success Rate
74 out of 98
profitable transactions
profitable transactions
Average Return
13.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.55%
6-Month Return▲ 4.81%
12-Month Return▲ 15.68%
YTD Return▲ 5.40%
Total Return▲ 20.54%
Best Trade
Bio
Divident Growth
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.05%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.55%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.62%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.43%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.93%
Feb 2025
▲ 8.13%▲ 1.21%▲ 7.05%
▼ 13.14%▲ 2.34%▲ 2.20%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 9.99%▼ 0.89%▼ 2.29%
▲ 26.03%▲ 5.96%▲ 2.55%
▲ 5.97%▼ 2.41%▼ 5.62%
▲ 5.25%▲ 2.69%▲ 4.43%
▼ 9.08%▲ 1.42%▲ 0.93%
Recent Activity
Alibaba
―
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
3.97%
▼ 7.14%
5
Buy
Sep 27, 2024
UGI
2.99%
▲ 37.10%
2
Buy
Sep 27, 2024
Enovix
―
▲ 19.16%
2
Close
Sep 27, 2024
Grab
―
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.55%
▲ 1.83%
1
Open
Sep 27, 2024
Amcor
1.08%
▲ 3.33%
3
Buy
Sep 18, 2024
VF
―
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.57%
▲ 19.03%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.86%
▲ 7.04%
2
Buy
Sep 18, 2024
Intel
1.88%
▲ 16.40%
4
Buy
Sep 17, 2024
Micron
2.98%
▲ 11.66%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.17%
▼ 26.17%
2
Buy
Sep 02, 2024
Stellantis
1.26%
▼ 20.50%
3
Buy
Sep 02, 2024
Walt Disney
1.64%
▲ 21.62%
1
Open
Aug 20, 2024
Alphabet Class A
2.71%
▲ 7.73%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.06%
▲ 12.87%
6
Buy
Jul 30, 2024
Verizon
2.58%
▲ 31.72%
3
Buy
Jul 30, 2024
Medtronic
2.72%
▲ 17.22%
2
Buy
Jul 30, 2024
Enbridge
1.89%
▲ 23.59%
2
Buy
Jul 30, 2024