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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #41,300 out of 793,101 TipRanks' Investors
Success Rate
75%
68 out of 91
profitable transactions
Average Return
14.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.09%
6-Month Return▲ 6.74%
12-Month Return▲ 10.57%
YTD Return▲ 4.76%
Total Return▲ 32.87%

Best Trade

Opened at
Closed at-
Gain▲ 117.39%

Bio

Balance and diversity

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.09%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.51%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.28%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 5.24%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 7.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.37%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.49%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.09%
▲ 2.93%▲ 2.10%▲ 4.51%
▲ 10.00%▼ 0.89%▼ 1.55%
▲ 26.01%▲ 5.96%▲ 7.28%
▲ 5.39%▼ 2.41%▼ 5.24%
▲ 5.83%▲ 2.69%▲ 7.83%
▼ 12.86%▼ 1.27%▼ 1.37%
▲ 2.82%▼ 4.80%▼ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 19.43%
4
Close
Nov 10, 2024
Citigroup
5.12%
▲ 68.26%
3
Sell
Nov 10, 2024
Eli Lilly & Co
2.53%
▲ 4.25%
1
Open
Nov 10, 2024
Uber Technologies
▲ 70.96%
5
Close
Nov 05, 2024
Advanced Micro Devices
3.33%
▼ 20.60%
4
Buy
Nov 05, 2024
CrowdStrike Holdings
5.67%
▲ 18.76%
2
Buy
Nov 05, 2024
Constellation Brands
2.11%
▼ 23.53%
1
Open
Nov 05, 2024
Wynn Resorts
▲ 8.09%
2
Close
Oct 11, 2024
The Estée Lauder Companies
▼ 13.11%
4
Close
Oct 11, 2024
Walt Disney
2.35%
▲ 6.90%
1
Open
Oct 11, 2024
Starbucks
▲ 2.80%
5
Close
Aug 23, 2024
Amazon
4.76%
▲ 11.43%
4
Buy
Aug 23, 2024
Best Buy Co
▲ 9.95%
3
Close
Aug 23, 2024
Comcast
▲ 2.97%
2
Close
Aug 23, 2024
Abbott Laboratories
▲ 7.56%
3
Close
Aug 23, 2024
Vanguard Growth ETF
2.51%
▲ 6.58%
3
Buy
Aug 23, 2024
Wells Fargo
3.48%
▲ 32.41%
1
Open
Aug 23, 2024
NEXTracker, Inc. Class A
1.85%
▲ 7.34%
1
Open
Aug 23, 2024
Sociedad Quimica Y Minera SA
▼ 39.32%
4
Close
Jul 25, 2024
Palo Alto Networks
▲ 34.05%
3
Close
Jul 25, 2024