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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #61,824 out of 777,142 TipRanks' Investors
Success Rate
51 out of 77
profitable transactions
profitable transactions
Average Return
30.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.40%
6-Month Return▲ 8.47%
12-Month Return▲ 11.17%
YTD Return▲ 11.17%
Total Return▲ 19.41%
Best Trade
Bio
Long Term Portfolio
Performance
26.03%0-26.03%
▲ 5.91%
▲ 5.06%
▲ 6.63%
May 2024
▲ 9.79%
▲ 3.53%
▼ 4.56%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 9.98%
▼ 0.89%
▼ 1.04%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.32%
Nov 2024
▲ 7.48%
▼ 0.92%
▼ 4.40%
Dec 2024
▲ 5.91%▲ 5.06%▲ 6.63%
▲ 9.79%▲ 3.53%▼ 4.56%
▲ 8.13%▲ 1.21%▲ 2.06%
▼ 13.14%▲ 2.34%▲ 6.00%
▲ 2.93%▲ 2.10%▲ 2.58%
▲ 9.98%▼ 0.89%▼ 1.04%
▲ 26.03%▲ 5.96%▲ 3.32%
▲ 7.48%▼ 0.92%▼ 4.40%
Recent Activity
Catalyst/Millburn Hedge Strategy Fund Class I
―
▲ 3.02%
4
Sell
Dec 24, 2024
Rio Tinto
―
▼ 10.68%
4
Close
Dec 24, 2024
Matthews Emerging Markets Small Companies Fund Investor Class
―
▼ 13.17%
3
Sell
Dec 24, 2024
Abbott Laboratories
―
▲ 6.99%
2
Sell
Dec 24, 2024
Vertex Pharmaceuticals
―
▼ 15.55%
2
Sell
Dec 24, 2024
Invesco AI and Next Gen Software ETF
7.23%
▼ 0.99%
2
Buy
Dec 24, 2024
Apple
―
▲ 7.79%
5
Close
Nov 28, 2024
Frontline
―
▼ 26.06%
2
Close
Nov 28, 2024
On Holding AG
6.38%
▲ 60.29%
3
Sell
Nov 27, 2024
Amazon
3.03%
▲ 10.20%
1
Buy
Nov 15, 2024
Chevron
―
▼ 12.00%
2
Close
Aug 12, 2024
Coterra Energy
―
▼ 7.00%
4
Sell
Aug 08, 2024
Duke Energy
―
▲ 139.17%
2
Close
Aug 08, 2024
Carrier Global
―
▲ 246.18%
4
Sell
Aug 08, 2024
Volkswagen AG
―
▼ 31.21%
2
Close
Aug 08, 2024
Meta Platforms
―
▲ 11.87%
2
Sell
Aug 08, 2024
CrowdStrike Holdings
5.8%
▼ 3.74%
2
Buy
Aug 07, 2024
Celsius Holdings
―
▼ 27.77%
3
Sell
Jul 11, 2024
Vale SA
―
▼ 4.62%
2
Close
Jul 11, 2024
JFrog
―
▼ 17.96%
2
Sell
May 13, 2024