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New Portfolio - New Portfolio
Robert M
New PortfolioIndividual Investor
Ranked #47,681 out of 793,704 TipRanks' Investors
Success Rate
70 out of 98
profitable transactions
profitable transactions
Average Return
13.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.16%
6-Month Return▼ 0.40%
12-Month Return▲ 10.20%
YTD Return▲ 5.65%
Total Return▲ 20.95%
Best Trade
Bio
Divident Growth
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.55%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.53%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.04%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 1.16%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.20%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 10.00%▼ 0.89%▼ 2.29%
▲ 26.01%▲ 5.96%▲ 2.55%
▲ 5.33%▼ 2.41%▼ 5.53%
▲ 5.89%▲ 2.69%▲ 4.75%
▼ 12.86%▼ 1.27%▲ 2.04%
▲ 3.73%▼ 4.27%▼ 1.16%
Recent Activity
Alibaba
―
▲ 57.14%
2
Close
Oct 03, 2024
Pfizer
3.83%
▼ 11.70%
5
Buy
Sep 27, 2024
UGI
3.03%
▲ 38.25%
2
Buy
Sep 27, 2024
Enovix
―
▲ 19.16%
2
Close
Sep 27, 2024
Grab
―
▲ 22.61%
2
Close
Sep 27, 2024
Franklin Resources
1.52%
▼ 1.55%
1
Open
Sep 27, 2024
Amcor
1.04%
▼ 0.88%
3
Buy
Sep 18, 2024
VF
―
▲ 26.74%
4
Close
Sep 18, 2024
Ares Capital
4.45%
▲ 16.94%
2
Buy
Sep 18, 2024
Blue Owl Capital
1.88%
▲ 6.56%
2
Buy
Sep 18, 2024
Intel
1.81%
▲ 13.10%
4
Buy
Sep 17, 2024
Micron
2.79%
▲ 2.99%
1
Open
Sep 17, 2024
The Estée Lauder Companies
2.05%
▼ 30.82%
2
Buy
Sep 02, 2024
Stellantis
1.09%
▼ 32.65%
3
Buy
Sep 02, 2024
Walt Disney
1.54%
▲ 12.43%
1
Open
Aug 20, 2024
Alphabet Class A
2.49%
▼ 2.60%
1
Open
Aug 20, 2024
Bristol-Myers Squibb
5.42%
▲ 19.08%
6
Buy
Jul 30, 2024
Verizon
2.76%
▲ 38.50%
3
Buy
Jul 30, 2024
Medtronic
2.73%
▲ 15.97%
2
Buy
Jul 30, 2024
Enbridge
2.04%
▲ 31.23%
2
Buy
Jul 30, 2024