New Portfolio - New Portfolio

Stu Holmes

New Portfolio
Individual Investor
Ranked #30,375 out of 753,381 TipRanks' Investors
Success Rate
82%
41 out of 50
profitable transactions
Average Return
32.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return▲ 8.23%
12-Month Return▲ 32.31%
YTD Return▲ 20.59%
Total Return▲ 68.04%

Best Trade

Opened at
Closed at-
Gain▲ 399.71%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 4.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.93%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.89%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 3.17%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 0.99%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 4.66%
▲ 14.08%▲ 5.22%▲ 7.93%
▲ 5.05%▲ 3.27%▲ 1.97%
▼ 12.40%▼ 4.03%▼ 4.45%
▲ 11.46%▲ 5.06%▲ 6.82%
▼ 2.25%▲ 3.53%▲ 4.89%
▲ 25.76%▲ 1.21%▼ 3.17%
▼ 2.89%▲ 2.06%▲ 0.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▲ 0.55%
4
Close
Mar 22, 2024
Mastercard
▲ 27.41%
3
Close
Mar 22, 2024
Visa
▲ 20.12%
3
Close
Mar 22, 2024
HCA Healthcare
▲ 27.43%
3
Close
Mar 22, 2024
Sixth Street Specialty Lending
▲ 12.26%
3
Close
Mar 22, 2024
EQT
▼ 7.04%
2
Close
Mar 22, 2024
Super Micro Computer
43.16%
▼ 36.96%
1
Open
Mar 22, 2024
Meta Platforms
37.16%
▲ 3.72%
1
Open
Mar 22, 2024
Nvidia
1.37%
▲ 191.13%
4
Buy
Feb 25, 2024
Alphabet Class C
1.18%
▲ 37.86%
3
Buy
Feb 25, 2024
Microsoft
4.4%
▲ 17.72%
5
Buy
Feb 25, 2024
Advanced Micro Devices
9.82%
▼ 9.85%
1
Open
Feb 10, 2024
Amazon
1.25%
▲ 34.14%
4
Buy
Jan 22, 2024
Jabil
1.53%
▲ 4.11%
3
Buy
Jan 22, 2024
Applied Materials
0.14%
▲ 34.45%
2
Sell
Jan 22, 2024
Marvell
0.01%
▲ 56.97%
2
Buy
Dec 02, 2023
Palo Alto Networks
0.01%
▲ 52.28%
2
Buy
Dec 02, 2023
Arbor Realty
▲ 32.46%
2
Close
Dec 02, 2023
Keysight Technologies
▼ 12.97%
2
Close
Dec 02, 2023
Analog Devices
0.01%
▲ 23.93%
2
Buy
Dec 02, 2023