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New Portfolio May 2023 - New Portfolio

PerformancePortfolio Details

Sergio

New Portfolio May 2023
Individual Investor
Ranked #25,772 out of 769,002 TipRanks' Investors
Success Rate
88%
36 out of 41
profitable transactions
Average Return
50.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.48%
6-Month Return▲ 20.37%
12-Month Return▲ 49.47%
YTD Return▲ 40.43%
Total Return▲ 82.66%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 425.01%

Bio

Profolio Top

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.50%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.30%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.64%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.16%
▲ 11.46%▲ 5.06%▲ 4.54%
▼ 2.25%▲ 3.53%▲ 4.31%
▲ 25.72%▲ 1.21%▲ 2.68%
▼ 4.22%▲ 2.34%▲ 4.07%
▲ 7.82%▲ 2.10%▲ 3.50%
▲ 5.70%▼ 0.89%▲ 0.30%
▲ 21.94%▲ 3.81%▲ 4.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLA
Tesla
3.12%
▲ 91.40%
4
Buy
Aug 14, 2024
NVDA
Nvidia
7.85%
▲ 239.41%
4
Buy
Aug 14, 2024
MSFT
Microsoft
3.77%
▲ 18.98%
4
Buy
Aug 14, 2024
META
Meta Platforms
5.1%
▲ 73.38%
4
Buy
Aug 14, 2024
MCD
McDonald's
2.61%
▲ 4.58%
4
Buy
Aug 14, 2024
MA
Mastercard
4.71%
▲ 24.72%
4
Buy
Aug 14, 2024
LLY
Eli Lilly & Co
6.79%
▲ 29.07%
4
Buy
Aug 14, 2024
HD
Home Depot
3.7%
▲ 34.60%
6
Buy
Aug 14, 2024
CRM
Salesforce
3.1%
▲ 48.81%
4
Buy
Aug 14, 2024
CAT
Caterpillar
3.55%
▲ 47.49%
4
Buy
Aug 14, 2024
BRK.B
Berkshire Hathaway B
4.3%
▲ 25.99%
4
Buy
Aug 14, 2024
AAPL
Apple
4.17%
▲ 20.69%
4
Buy
Aug 14, 2024
V
Visa
2.82%
▲ 31.11%
4
Buy
Aug 14, 2024
GS
Goldman Sachs Group
5.44%
▲ 61.21%
4
Buy
Aug 14, 2024
KO
Coca-Cola
2.31%
▲ 0.79%
2
Buy
Aug 14, 2024
NVO
Novo Nordisk
1.87%
▲ 26.90%
3
Sell
Jun 13, 2023
TSM
Taiwan Semiconductor Manufacturing
3.47%
▲ 79.86%
1
Open
Jun 13, 2023
LVMUY
LVMH Moet Hennessy Louis Vuitton SE
―
▼ 8.34%
2
Close
May 25, 2023
AAAU
Goldman Sachs Physical Gold ETF
―
▼ 0.97%
2
Close
May 15, 2023
UHG
United Homes Group
―
▲ 52.80%
2
Close
May 15, 2023