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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #68,681 out of 789,901 TipRanks' Investors
Success Rate
53 out of 83
profitable transactions
profitable transactions
Average Return
27.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.35%
6-Month Return▲ 3.44%
12-Month Return▲ 12.02%
YTD Return▼ 0.49%
Total Return▲ 20.32%
Best Trade
Bio
Long Term Portfolio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.07%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.32%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.25%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.06%
▼ 13.14%▲ 2.34%▲ 6.00%
▲ 2.93%▲ 2.10%▲ 2.58%
▲ 10.01%▼ 0.89%▼ 1.07%
▲ 26.01%▲ 5.96%▲ 3.32%
▲ 5.96%▼ 2.41%▼ 3.18%
▲ 5.25%▲ 2.69%▲ 5.71%
▼ 12.86%▼ 1.27%▼ 4.25%
Recent Activity
GE Vernova Inc.
―
▲ 253.44%
2
Sell
Feb 26, 2025
Alphabet Class A
4.17%
▲ 62.01%
4
Sell
Jan 06, 2025
On Holding AG
3.57%
▲ 46.81%
4
Sell
Jan 06, 2025
Eos Energy Enterprises
1.11%
▼ 31.63%
1
Buy
Jan 06, 2025
Ares Capital
2.48%
▲ 4.83%
1
Buy
Jan 06, 2025
Carvana Co
2.71%
▲ 3.06%
1
Buy
Dec 27, 2024
Energy Transfer
2.44%
▼ 0.76%
1
Buy
Dec 27, 2024
Opera
2.31%
▼ 6.78%
1
Buy
Dec 27, 2024
Marvell
3.1%
▼ 24.46%
1
Buy
Dec 27, 2024
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
Close
Dec 24, 2024
Vertex Pharmaceuticals
―
▼ 15.55%
2
Sell
Dec 24, 2024
Invesco AI and Next Gen Software ETF
6.24%
▼ 5.12%
2
Buy
Dec 24, 2024
Apple
―
▲ 7.79%
5
Close
Nov 28, 2024
Frontline
―
▼ 26.06%
2
Close
Nov 28, 2024
Amazon
2.53%
▲ 2.10%
1
Buy
Nov 15, 2024
Chevron
―
▼ 12.00%
2
Close
Aug 12, 2024
Coterra Energy
―
▼ 7.00%
4
Sell
Aug 08, 2024