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New Portfolio - New Portfolio
Mac Roberts
New PortfolioIndividual Investor
Ranked #97,647 out of 764,634 TipRanks' Investors
Success Rate
26 out of 31
profitable transactions
profitable transactions
Average Return
7.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.79%
6-Month Return-
12-Month Return-
YTD Return▲ 24.05%
Total Return▲ 24.05%
Best Trade
Bio
Buy and hold forever portfolio with companies that are moaty with good growth and solid cash flows.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.43%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 9.79%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.03%
Nov 2024
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%▼ 0.40%
▲ 25.72%▲ 1.21%▲ 8.43%
▼ 4.21%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 2.44%
▲ 6.02%▼ 0.89%▲ 9.79%
▼ 2.57%▲ 0.42%▼ 0.03%
Recent Activity
PepsiCo
―
▼ 0.75%
4
Close
Sep 26, 2024
Toast Inc
14.22%
▲ 9.44%
8
Open
Sep 26, 2024
Clover Health Investments
9.64%
▲ 46.34%
1
Open
Sep 26, 2024
Genmab
―
▼ 0.23%
4
Close
Sep 13, 2024
Alphabet Class A
33.03%
▲ 6.80%
5
Buy
Sep 09, 2024
Amazon
―
▲ 3.12%
3
Close
Sep 09, 2024
Linde
―
▲ 7.70%
4
Close
Sep 04, 2024
RTX
21.81%
▲ 6.23%
4
Sell
Sep 04, 2024
Air Products and Chemicals
21.3%
▲ 13.25%
1
Open
Sep 04, 2024
Taiwan Semiconductor Manufacturing
―
▲ 11.50%
4
Close
Aug 14, 2024
Vaalco Energy
―
▲ 6.28%
2
Close
Jul 26, 2024
Baker Hughes Company
―
▲ 4.51%
2
Close
Jul 15, 2024
Schlumberger
―
▲ 3.79%
2
Close
Jul 08, 2024
Opera
―
▲ 5.53%
2
Close
Jun 13, 2024