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S&P 500 Core - New Portfolio

S&P 500 Core
Individual Investor
Ranked #36,119 out of 775,913 TipRanks' Investors
Success Rate
84%
41 out of 49
profitable transactions
Average Return
30.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.24%
6-Month Return▲ 5.33%
12-Month Return▲ 14.06%
YTD Return▲ 14.63%
Total Return▲ 45.88%

Best Trade

Opened at
Closed at-
Gain▲ 261.52%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.80%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.80%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.86%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.23%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.69%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.08%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▲ 3.80%
▲ 25.71%▲ 1.21%▲ 0.84%
▼ 4.22%▲ 2.34%▲ 1.80%
▲ 7.82%▲ 2.10%▲ 0.86%
▲ 5.38%▼ 0.89%▼ 2.23%
▲ 43.22%▲ 5.96%▲ 5.69%
▲ 3.34%▼ 1.56%▼ 2.08%

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%
▲ 53.05%
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
▲ 3.91%
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%
▲ 59.69%
1
Open
Apr 11, 2023
Adobe
3.13%
▲ 20.50%
1
Open
Apr 11, 2023