Individual - TOD - New Portfolio

Vivek Sharma

Individual - TOD
Individual Investor
Ranked #37,758 out of 754,519 TipRanks' Investors
Success Rate
71%
1055 out of 1490
profitable transactions
Average Return
19.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.95%
6-Month Return▲ 9.13%
12-Month Return▲ 24.94%
YTD Return▲ 16.73%
Total Return▲ 27.60%

Best Trade

Opened at
Closed at-
Gain▲ 231.85%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 0.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.63%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.00%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 0.22%
▲ 14.08%▲ 5.22%▲ 6.05%
▲ 5.05%▲ 3.27%▲ 3.40%
▼ 12.40%▼ 4.03%▼ 3.95%
▲ 11.46%▲ 5.06%▲ 3.12%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.76%▲ 1.21%▲ 3.63%
▼ 4.21%▲ 2.34%▲ 2.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
0.21%
▼ 6.05%
11
Close
Oct 25, 2023
Activision Blizzard
▲ 4.56%
13
Close
Oct 20, 2023
Celsius Holdings
0.04%
▼ 24.50%
7
Sell
Sep 30, 2023
Monolithic Power
0.63%
▲ 79.55%
10
Buy
Sep 28, 2023
Vertiv Holdings
0.24%
▲ 196.51%
9
Buy
Sep 28, 2023
Starbucks
0.17%
▼ 4.37%
7
Buy
Sep 28, 2023
Rivian Automotive
0.05%
▼ 43.13%
6
Buy
Sep 28, 2023
RH
0.11%
▼ 30.05%
7
Buy
Sep 28, 2023
KKR & Co
0.29%
▲ 106.40%
5
Buy
Sep 28, 2023
Cognizant
0.22%
▲ 13.94%
6
Buy
Sep 28, 2023
SAP AG
0.34%
▲ 58.80%
9
Buy
Sep 28, 2023
Pentair
0.32%
▲ 32.34%
6
Buy
Sep 28, 2023
Gen Digital
0.29%
▲ 37.71%
7
Buy
Sep 28, 2023
Coca-Cola Europacific Partners
0.28%
▲ 24.86%
6
Buy
Sep 28, 2023
National Grid Transco
0.3%
▲ 2.59%
8
Buy
Sep 28, 2023
Freeport-McMoRan
0.35%
▲ 7.34%
11
Buy
Sep 28, 2023
Cintas
0.75%
▲ 61.54%
8
Buy
Sep 28, 2023
O'Reilly Auto
0.45%
▲ 19.90%
8
Buy
Sep 28, 2023
CDW
0.43%
▲ 17.73%
8
Buy
Sep 28, 2023
Elevance Health
0.5%
▲ 24.01%
9
Buy
Sep 28, 2023