S&P 500 Core - New Portfolio

S&P 500 Core
Individual Investor
Ranked #29,644 out of 760,200 TipRanks' Investors
Success Rate
86%
42 out of 49
profitable transactions
Average Return
29.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.52%
6-Month Return▲ 3.18%
12-Month Return▲ 23.85%
YTD Return▲ 13.32%
Total Return▲ 44.21%

Best Trade

Opened at
Closed at-
Gain▲ 195.92%

Bio

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

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.84%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.80%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 0.86%
Sep 2024
▲ 2.53%
▼ 0.10%
▲ 0.02%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.52%
▼ 12.40%▼ 4.03%▼ 7.00%
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▲ 3.80%
▲ 25.72%▲ 1.21%▲ 0.84%
▼ 4.21%▲ 2.34%▲ 1.80%
▲ 7.81%▲ 2.10%▲ 0.86%
▲ 2.53%▼ 0.10%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lam Research
▲ 5.71%
2
Close
Apr 28, 2023
Monolithic Power
▼ 4.68%
2
Close
Apr 28, 2023
Autodesk
3.03%
▲ 41.22%
1
Open
Apr 28, 2023
Marathon Oil
3.03%
▲ 19.35%
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
3.03%
▲ 41.51%
1
Open
Apr 11, 2023
Adobe
3.03%
▲ 33.72%
1
Open
Apr 11, 2023