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Portfolio TS - New Portfolio
D0CE74D9
Portfolio TSIndividual Investor
Ranked #201,092 out of 789,725 TipRanks' Investors
Success Rate
179 out of 301
profitable transactions
profitable transactions
Average Return
6.79%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.19%
6-Month Return▲ 2.83%
12-Month Return▲ 7.87%
YTD Return▲ 2.85%
Total Return▲ 17.86%
Best Trade
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
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 4.07%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.18%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.43%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.44%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.63%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.55%
Feb 2025
▲ 8.13%▲ 1.21%▲ 4.07%
▼ 13.14%▲ 2.34%▲ 2.93%
▲ 2.93%▲ 2.10%▲ 1.18%
▲ 10.01%▼ 0.89%▼ 1.43%
▲ 26.01%▲ 5.96%▲ 4.44%
▲ 5.96%▼ 2.41%▼ 5.63%
▲ 5.25%▲ 2.69%▲ 3.42%
▼ 12.86%▼ 1.27%▼ 0.55%
Recent Activity
McDonald's
3.96%
▲ 7.47%
1
Open
Jan 08, 2025
Chipotle
0.69%
▼ 6.82%
1
Open
Jan 08, 2025
Domino's Pizza
18.86%
▲ 18.66%
1
Open
Jan 08, 2025
Texas Roadhouse
11.82%
▲ 1.12%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.2%
▲ 22.79%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.15%
▲ 39.13%
13
Sell
Jan 02, 2025
Nvidia
0.32%
▲ 14.60%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.25%
▲ 24.85%
4
Sell
Jan 02, 2025
Deere
1.23%
▲ 31.64%
4
Sell
Jan 02, 2025
GlaxoSmithKline
―
▼ 18.72%
7
Close
Jan 02, 2025
AT&T
0.07%
▲ 49.69%
9
Sell
Jan 02, 2025
International Paper Co
0.14%
▲ 28.86%
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
―
▲ 47.03%
14
Close
Dec 16, 2024
Robert Half
0.15%
▼ 10.79%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.52%
▲ 28.15%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.76%
▼ 10.95%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.33%
▼ 6.12%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.55%
▲ 3.64%
7
Sell
Nov 29, 2024