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New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #101,051 out of 775,923 TipRanks' Investors
Success Rate
67%
61 out of 91
profitable transactions
Average Return
11.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.72%
6-Month Return▲ 10.53%
12-Month Return▲ 13.64%
YTD Return▲ 13.25%
Total Return▲ 28.57%

Best Trade

Opened at
Closed at-
Gain▲ 105.40%

Bio

Balance and diversity

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.15%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.51%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.51%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.28%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.99%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.15%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 25.71%▲ 1.21%▲ 0.51%
▼ 4.22%▲ 2.34%▲ 3.09%
▲ 7.82%▲ 2.10%▲ 4.51%
▲ 5.38%▼ 0.89%▼ 1.51%
▲ 43.22%▲ 5.96%▲ 7.28%
▲ 3.34%▼ 1.56%▼ 3.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Target
▲ 19.43%
4
Close
Nov 10, 2024
Citigroup
5.01%
▲ 57.24%
3
Sell
Nov 10, 2024
Eli Lilly & Co
2.35%
▼ 7.62%
1
Open
Nov 10, 2024
Uber Technologies
▲ 70.96%
5
Close
Nov 05, 2024
Advanced Micro Devices
3.65%
▼ 16.86%
4
Buy
Nov 05, 2024
CrowdStrike Holdings
5.77%
▲ 15.46%
2
Buy
Nov 05, 2024
Constellation Brands
2.79%
▼ 4.01%
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
2.75%
▲ 19.54%
1
Open
Oct 11, 2024
Starbucks
▲ 2.80%
5
Close
Aug 23, 2024
Amazon
5.52%
▲ 23.31%
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
2.82%
▲ 14.26%
3
Buy
Aug 23, 2024
Wells Fargo
3.45%
▲ 24.77%
1
Open
Aug 23, 2024
NEXTracker, Inc. Class A
1.51%
▼ 16.53%
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