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Portfolio TS - New Portfolio

D0CE74D9

Portfolio TS
Individual Investor
Ranked #251,218 out of 783,334 TipRanks' Investors
Success Rate
57%
172 out of 301
profitable transactions
Average Return
6.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.77%
6-Month Return▲ 3.07%
12-Month Return▲ 16.22%
YTD Return▲ 1.77%
Total Return▲ 16.74%

Best Trade

Opened at
Closed at
Gain▲ 100.36%

Bio

The investment aims at long-term capital growth. I invest primarily in equity securities of US companies that I consider to have an attractive valuation.The portfolio is diversified by sector.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.02%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.57%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.77%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.02%
▲ 8.13%▲ 1.21%▲ 4.07%
▼ 13.14%▲ 2.34%▲ 2.94%
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 9.99%▼ 0.89%▼ 1.41%
▲ 26.04%▲ 5.96%▲ 4.44%
▲ 5.93%▼ 2.41%▼ 5.57%
▲ 3.19%▲ 2.68%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
3.77%
▲ 1.12%
1
Open
Jan 08, 2025
Chipotle
0.77%
▲ 0.60%
1
Open
Jan 08, 2025
Domino's Pizza
17.56%
▲ 3.66%
1
Open
Jan 08, 2025
Texas Roadhouse
11.86%
▼ 0.01%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.21%
▲ 25.23%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.16%
▲ 45.43%
13
Sell
Jan 02, 2025
Nvidia
0.32%
▲ 13.48%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.26%
▲ 23.92%
4
Sell
Jan 02, 2025
Deere
1.25%
▲ 30.92%
4
Sell
Jan 02, 2025
GlaxoSmithKline
▼ 18.69%
7
Close
Jan 02, 2025
AT&T
0.06%
▲ 32.32%
9
Sell
Jan 02, 2025
International Paper Co
0.15%
▲ 31.48%
4
Sell
Jan 02, 2025
Coinbase Global
▲ 6.03%
32
Close
Dec 30, 2024
Universal Display
▼ 22.20%
5
Close
Dec 30, 2024
International Business Machines
▲ 44.62%
14
Close
Dec 16, 2024
Robert Half
0.17%
▼ 3.42%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.54%
▲ 27.52%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.97%
▼ 6.14%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.49%
▼ 4.01%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.52%
▲ 1.28%
7
Sell
Nov 29, 2024