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New Portfolio May 2023 - New Portfolio

Mar Yono

New Portfolio May 2023
Individual Investor
Ranked #145,896 out of 781,841 TipRanks' Investors
Success Rate
70%
19 out of 27
profitable transactions
Average Return
30.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.73%
6-Month Return▲ 5.68%
12-Month Return▲ 13.99%
YTD Return▲ 4.51%
Total Return▲ 27.58%

Best Trade

Opened at
Closed at-
Gain▲ 167.40%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.31%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.61%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.96%
Dec 2024
▲ 5.87%
▲ 2.90%
▲ 4.51%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.89%
▲ 8.13%▲ 1.21%▲ 2.12%
▼ 13.14%▲ 2.34%▲ 1.77%
▲ 2.93%▲ 2.10%▲ 1.44%
▲ 10.00%▼ 0.89%▼ 2.31%
▲ 26.04%▲ 5.96%▲ 2.61%
▲ 5.93%▼ 2.41%▼ 3.96%
▲ 5.87%▲ 2.90%▲ 4.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Activision Blizzard
▲ 22.70%
2
Close
Oct 12, 2023
American Express
3.85%
▲ 124.41%
1
Open
May 16, 2023
Bank of America
3.85%
▲ 78.13%
1
Open
May 16, 2023
Chevron
3.85%
▲ 9.21%
1
Open
May 16, 2023
Kraft Heinz
3.85%
▼ 20.19%
1
Open
May 16, 2023
Coca-Cola
3.85%
▲ 1.90%
1
Open
May 16, 2023
Moody's
3.85%
▲ 60.49%
1
Open
May 16, 2023
Occidental Petroleum
3.85%
▼ 11.22%
1
Open
May 16, 2023
US Bancorp
3.85%
▲ 84.08%
1
Open
May 16, 2023
Microsoft
3.85%
▲ 45.28%
1
Open
May 16, 2023
Alphabet Class A
3.85%
▲ 66.26%
1
Open
May 16, 2023
Albemarle
3.85%
▼ 55.36%
1
Open
May 16, 2023
Realty Income
3.85%
▼ 1.44%
1
Open
May 16, 2023
TSMC
3.85%
▲ 167.40%
1
Open
May 16, 2023
BHP Group
3.85%
▼ 7.83%
1
Open
May 16, 2023
Unilever
3.85%
▲ 11.53%
1
Open
May 16, 2023
Sanofi
3.85%
▲ 0.83%
1
Open
May 16, 2023
Deere
3.85%
▲ 34.24%
1
Open
May 16, 2023
HSBC Holdings
3.85%
▲ 53.55%
1
Open
May 16, 2023
Verizon
3.85%
▲ 22.65%
1
Open
May 16, 2023