tiprankstipranks

Learning Since Oct 2023 - New Portfolio

Vasco

Learning Since Oct 2023
Individual Investor
Ranked #19,352 out of 747,498 TipRanks' Investors
Success Rate
81%
86 out of 106
profitable transactions
Average Return
13.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.22%
6-Month Return▲ 11.30%
12-Month Return-
YTD Return▲ 13.48%
Total Return▲ 34.93%

Best Trade

Opened at
Closed at-
Gain▲ 53.16%

Bio

Learning how to invest in mid-risk stocks, following a quality investing style towards long-term returns that outperform the S&P 500 index. Looking forward to reach 4 digit investment in the end of 2024, and 5 digit in early 2028.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.12%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.74%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.89%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 4.99%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.32%
▼ 1.87%▲ 1.59%▲ 3.35%
▲ 14.08%▲ 5.22%▲ 8.12%
▲ 5.05%▲ 3.27%▲ 2.23%
▼ 12.40%▼ 4.03%▼ 1.74%
▲ 11.46%▲ 5.06%▼ 1.39%
▼ 2.25%▲ 3.53%▲ 7.89%
▲ 25.65%▲ 0.88%▼ 4.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chipotle
10.86%
▲ 25.59%
8
Sell
Jul 16, 2024
Intuit
8.65%
▲ 28.22%
15
Sell
Jul 16, 2024
Texas Roadhouse
10.12%
▲ 24.92%
8
Sell
Jul 16, 2024
Amazon
10.85%
▲ 34.70%
13
Sell
Jul 16, 2024
Netflix
8.78%
▲ 19.78%
5
Sell
Jul 16, 2024
Alphabet Class C
10.88%
▲ 20.16%
7
Sell
Jul 16, 2024
Booking Holdings
7.6%
▼ 3.69%
1
Open
Jul 16, 2024
S&P Global
▲ 10.18%
3
Close
Jul 10, 2024
Fair Isaac
9.23%
▲ 3.70%
1
Open
Jul 10, 2024
Salesforce
14.61%
▼ 5.06%
4
Buy
May 30, 2024
Mastercard
▲ 16.07%
11
Close
May 29, 2024
Canadian Pacific Kansas City
▲ 3.50%
4
Close
May 29, 2024
Applied Materials
8.42%
▼ 4.01%
1
Open
May 29, 2024
Moody's
▲ 1.35%
3
Close
Apr 12, 2024
Palo Alto Networks
▲ 5.79%
2
Close
Mar 11, 2024
Walt Disney
▲ 14.25%
6
Close
Feb 22, 2024
Thermo Fisher
▲ 16.43%
6
Close
Feb 12, 2024
Spotify Technology SA
▼ 2.55%
2
Close
Feb 12, 2024
VICI Properties
▲ 7.88%
7
Close
Jan 19, 2024
Microsoft
▲ 10.36%
12
Close
Jan 11, 2024