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S&P 500 Core - New Portfolio

S&P 500 Core
Individual Investor
Ranked #32,556 out of 790,959 TipRanks' Investors
Success Rate
84%
41 out of 49
profitable transactions
Average Return
24.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.62%
6-Month Return▼ 0.44%
12-Month Return▲ 0.10%
YTD Return▼ 4.95%
Total Return▲ 37.22%

Best Trade

Opened at
Closed at-
Gain▲ 202.83%

Bio

Stock selection is based on quantitative criteria. The universe is the stocks from the S&P 500 Index.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.80%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.86%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.27%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.69%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.06%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.43%
Feb 2025
▲ 2.09%
▼ 3.07%
▼ 4.23%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.80%
▲ 2.93%▲ 2.10%▲ 0.86%
▲ 10.00%▼ 0.89%▼ 2.27%
▲ 26.01%▲ 5.96%▲ 5.69%
▲ 5.96%▼ 2.41%▼ 3.06%
▲ 5.25%▲ 2.69%▲ 3.85%
▼ 12.86%▼ 1.27%▼ 4.43%
▲ 2.09%▼ 3.07%▼ 4.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Oil
▲ 21.68%
2
Close
Nov 21, 2024
Lam Research
▲ 5.71%
2
Close
Apr 28, 2023
Monolithic Power
▼ 4.68%
2
Close
Apr 28, 2023
Autodesk
3.13%
▲ 27.52%
1
Open
Apr 28, 2023
Analog Devices
▲ 2.51%
2
Close
Apr 11, 2023
TJX Companies
▲ 3.93%
2
Close
Apr 11, 2023
Qualcomm
▼ 0.02%
2
Close
Apr 11, 2023
Pioneer Natural
▲ 13.36%
2
Close
Apr 11, 2023
PulteGroup
▲ 5.68%
2
Close
Apr 11, 2023
Pfizer
▲ 3.90%
2
Close
Apr 11, 2023
Merck & Company
▲ 5.20%
2
Close
Apr 11, 2023
Texas Instruments
▲ 1.59%
2
Close
Apr 11, 2023
Home Depot
▲ 4.44%
2
Close
Apr 11, 2023
HCA Healthcare
▲ 6.75%
2
Close
Apr 11, 2023
Diamondback
▲ 12.92%
2
Close
Apr 11, 2023
EOG Resources
▲ 12.27%
2
Close
Apr 11, 2023
Devon Energy
▲ 12.94%
2
Close
Apr 11, 2023
APA
▲ 12.83%
2
Close
Apr 11, 2023
Apple
3.13%
▲ 42.89%
1
Open
Apr 11, 2023
Adobe
3.13%
▲ 17.24%
1
Open
Apr 11, 2023