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PCRA Custodial - New Portfolio

PerformancePortfolio Details

Econocat

PCRA Custodial
Individual Investor
Ranked #231,589 out of 743,457 TipRanks' Investors
Success Rate
54%
184 out of 339
profitable transactions
Average Return
5.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.49%
6-Month Return▲ 14.09%
12-Month Return-
YTD Return▲ 13.21%
Total Return▲ 25.19%

Best Trade

AssetSuper Micro... (SMCI)
Opened at
Closed at
Gain▲ 174.50%

Bio

Thematic-based portfolio. Themes for 2024: -AI -Weight loss drugs -Eldercare -Govt infrastructure spending -Banks -Fintech -Defense -Biotech -Insurance

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 10.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.10%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.58%
▼ 1.87%▲ 1.59%▲ 0.81%
▲ 14.08%▲ 5.22%▲ 8.14%
▲ 5.05%▲ 3.27%▲ 2.61%
▼ 12.40%▼ 4.03%▼ 6.89%
▲ 11.46%▲ 5.06%▲ 8.10%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 0.26%▲ 0.21%▼ 0.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NU
Nu Holdings
―
▼ 4.33%
2
Close
May 18, 2024
COPX
Global X Copper Miners ETF
―
▲ 3.16%
2
Sell
May 17, 2024
NVO
Novo Nordisk
1.21%
▲ 28.30%
7
Sell
May 16, 2024
LLY
Eli Lilly & Co
1.92%
▲ 37.80%
8
Sell
May 16, 2024
MU
Micron
2.25%
▲ 42.02%
8
Sell
May 16, 2024
DELL
Dell Technologies
9.12%
▲ 26.60%
6
Sell
May 16, 2024
FXI
iShares China Large-Cap ETF
0.84%
▼ 0.03%
3
Buy
May 16, 2024
HPE
Hewlett Packard Enterprise
1.79%
▲ 23.74%
3
Sell
May 16, 2024
PLTM
GraniteShares Platinum Trust
0.22%
▼ 9.88%
1
Buy
May 16, 2024
BIDU
Baidu
1.1%
▼ 23.47%
1
Buy
May 16, 2024
ALB
Albemarle
0.82%
▼ 25.17%
1
Buy
May 16, 2024
BHP
BHP Group
0.98%
▼ 4.09%
1
Buy
May 16, 2024
VALE
Vale SA
0.4%
▼ 11.29%
1
Buy
May 16, 2024
TTD
Trade Desk
0.63%
▲ 3.97%
3
Buy
May 15, 2024
TSLA
Tesla
0.49%
▲ 1.71%
4
Buy
May 14, 2024
W
Wayfair
0.98%
▼ 20.54%
2
Buy
May 14, 2024
TLT
iShares 20+ Year Treasury Bond ETF
―
▲ 0.56%
6
Close
May 13, 2024
RXRX
Recursion Pharmaceuticals
―
▼ 18.08%
5
Sell
May 13, 2024
NUVL
Nuvalent
―
▼ 22.49%
3
Sell
May 13, 2024
MTBA
Simplify MBS ETF
―
▼ 0.04%
5
Close
May 13, 2024