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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #76,129 out of 769,002 TipRanks' Investors
Success Rate
70%
64 out of 91
profitable transactions
Average Return
12.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.31%
6-Month Return▲ 11.76%
12-Month Return▲ 26.92%
YTD Return▲ 15.59%
Total Return▲ 31.24%

Best Trade

Opened at
Closed at-
Gain▲ 98.32%

Bio

Balance and diversity

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.15%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.51%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.49%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 5.11%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 2.15%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 25.72%▲ 1.21%▲ 0.51%
▼ 4.22%▲ 2.34%▲ 3.09%
▲ 7.82%▲ 2.10%▲ 4.51%
▲ 5.70%▼ 0.89%▼ 1.49%
▲ 21.94%▲ 3.81%▲ 5.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 19.43%
4
Close
Nov 10, 2024
Citigroup
4.91%
▲ 55.17%
3
Sell
Nov 10, 2024
Eli Lilly & Co
2.26%
▼ 9.34%
1
Open
Nov 10, 2024
Uber Technologies
▲ 70.96%
5
Close
Nov 05, 2024
Advanced Micro Devices
4.15%
▼ 4.03%
4
Buy
Nov 05, 2024
CrowdStrike Holdings
5.61%
▲ 11.60%
2
Buy
Nov 05, 2024
Constellation Brands
2.9%
▲ 1.10%
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
2.77%
▲ 21.39%
1
Open
Oct 11, 2024
Starbucks
▲ 2.80%
5
Close
Aug 23, 2024
Amazon
4.79%
▲ 11.22%
4
Buy
Aug 23, 2024
Best Buy Co
▲ 9.95%
3
Close
Aug 23, 2024
Comcast
▲ 2.96%
2
Close
Aug 23, 2024
Abbott Laboratories
▲ 7.56%
3
Close
Aug 23, 2024
Vanguard Growth ETF
2.68%
▲ 10.34%
3
Buy
Aug 23, 2024
Wells Fargo
3.61%
▲ 30.52%
1
Open
Aug 23, 2024
NEXTracker, Inc. Class A
1.58%
▼ 10.73%
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