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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #98,662 out of 795,507 TipRanks' Investors
Success Rate
52 out of 93
profitable transactions
profitable transactions
Average Return
21.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.47%
6-Month Return▼ 12.66%
12-Month Return▲ 0.97%
YTD Return▼ 10.45%
Total Return▲ 7.98%
Best Trade
Bio
Long Term Portfolio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.13%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 3.32%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.38%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.37%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 6.58%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.58%
▲ 10.00%▼ 0.89%▼ 1.13%
▲ 25.98%▲ 5.96%▲ 3.32%
▲ 5.34%▼ 2.41%▼ 3.38%
▲ 5.99%▲ 2.69%▲ 5.79%
▼ 12.86%▼ 1.27%▼ 4.25%
▼ 1.80%▼ 5.57%▼ 5.37%
▼ 12.15%▼ 4.55%▼ 6.58%
Recent Activity
Kenvue, Inc.
―
▲ 7.58%
3
Sell
Apr 11, 2025
Haleon PLC Sponsored ADR
―
▲ 12.97%
5
Sell
Apr 11, 2025
Shell
7.25%
▲ 19.47%
5
Sell
Apr 11, 2025
Procter & Gamble
―
▲ 150.36%
2
Sell
Apr 11, 2025
NextEra Energy
10.01%
▲ 76.05%
4
Sell
Apr 11, 2025
RTX
3.06%
▲ 140.72%
3
Sell
Apr 11, 2025
HSBC Holdings
―
▲ 26.73%
2
Sell
Apr 11, 2025
GE Aerospace
―
▲ 67.35%
3
Sell
Apr 11, 2025
BlackRock
―
▲ 13.19%
2
Sell
Apr 11, 2025
Kemper
―
▼ 0.83%
2
Close
Apr 11, 2025
Amazon
―
▼ 9.76%
2
Sell
Apr 11, 2025
Energy Transfer
6.53%
▼ 11.37%
3
Sell
Apr 11, 2025
Opera
―
▼ 20.88%
2
Sell
Apr 11, 2025
Ares Capital
―
▼ 10.47%
2
Sell
Apr 11, 2025
Kyndryl Holdings Incorporation
―
▼ 16.89%
2
Sell
Apr 11, 2025
Vistra Energy
10.44%
▲ 2.68%
3
Buy
Apr 11, 2025
Capital One Financial
10%
▼ 1.57%
3
Buy
Apr 11, 2025
Meta Platforms
18.55%
▲ 6.91%
3
Buy
Apr 03, 2025
Nu Holdings
7.2%
▲ 3.08%
1
Buy
Apr 03, 2025
CME Group
8.92%
▼ 2.75%
1
Buy
Apr 03, 2025