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PCRA Custodial - New Portfolio

John Waugh

PCRA Custodial
Individual Investor
Ranked #82,709 out of 747,498 TipRanks' Investors
Success Rate
71%
34 out of 48
profitable transactions
Average Return
17.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.03%
6-Month Return▲ 18.37%
12-Month Return▲ 80.56%
YTD Return▲ 35.91%
Total Return▲ 74.50%

Best Trade

Opened at
Closed at-
Gain▲ 345.69%

Bio

457 Deferred Comp

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 21.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 16.03%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.25%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.96%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 1.93%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 21.66%
▼ 1.87%▲ 1.59%▲ 16.03%
▲ 14.08%▲ 5.22%▲ 10.17%
▲ 5.05%▲ 3.27%▲ 1.75%
▼ 12.40%▼ 4.03%▼ 4.36%
▲ 11.46%▲ 5.06%▲ 9.25%
▼ 2.25%▲ 3.53%▲ 1.96%
▲ 25.65%▲ 0.88%▼ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pacer US Small Cap Cash Cows 100 ETF
3.29%
▼ 4.21%
3
Sell
May 17, 2024
Faraday Future Intelligent Electric
0.02%
▼ 88.80%
1
Buy
May 17, 2024
Workhorse Group
0.05%
▼ 68.96%
1
Buy
May 17, 2024
iShares Blockchain and Tech ETF
▲ 16.82%
2
Close
May 16, 2024
Blade Air Mobility
▼ 64.98%
2
Close
May 16, 2024
Steel Dynamics
▲ 18.30%
2
Close
May 16, 2024
Shopify
▼ 59.72%
2
Close
May 16, 2024
Roku
▼ 83.26%
2
Close
May 16, 2024
eXp World Holdings
▼ 66.91%
2
Sell
May 16, 2024
Real Estate Select Sector SPDR Fund
▲ 0.83%
2
Close
May 16, 2024
Semtech
▲ 90.29%
2
Close
May 16, 2024
Taiwan Semiconductor Manufacturing
1.6%
▲ 64.33%
2
Sell
May 15, 2024
Apple
1.44%
▲ 73.45%
2
Sell
May 15, 2024
iShares MSCI Emerging Markets ex China ETF
1.53%
▲ 9.68%
2
Sell
May 15, 2024
Franklin LibertyQ International Equity Hedged ETF
2.71%
▲ 3.97%
2
Buy
May 15, 2024
WisdomTree Japan Hedged Equity Fund
3.1%
▲ 19.43%
2
Buy
May 15, 2024
VanEck Semiconductor ETF
2.39%
▲ 31.35%
2
Sell
May 15, 2024
Alphabet Class A
4.56%
▲ 54.57%
2
Sell
May 15, 2024
Invesco NASDAQ 100 ETF
5.02%
▲ 11.84%
2
Sell
May 15, 2024
iShares Currency Hedged MSCI EAFE ETF
7.88%
▲ 8.75%
2
Sell
May 15, 2024