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Mock 20 - New Portfolio

KH

Mock 20
Individual Investor
Ranked #324,282 out of 793,101 TipRanks' Investors
Success Rate
60%
12 out of 20
profitable transactions
Average Return
3.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.81%
6-Month Return-
12-Month Return-
YTD Return▼ 1.19%
Total Return▲ 5.63%

Best Trade

Opened at
Closed at-
Gain▲ 25.51%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.30%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.98%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 4.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.25%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 3.20%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 0.41%
▲ 26.01%▲ 5.96%▲ 6.30%
▲ 5.34%▼ 2.41%▲ 0.98%
▲ 5.88%▲ 2.69%▲ 4.42%
▼ 12.86%▼ 1.27%▼ 2.25%
▲ 7.47%▼ 3.09%▼ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.56%
▼ 2.02%
1
Open
Oct 08, 2024
UnitedHealth
2.1%
▼ 10.47%
1
Open
Oct 08, 2024
Tesla
3.9%
▲ 13.86%
1
Open
Oct 08, 2024
Procter & Gamble
1.92%
▼ 0.31%
1
Open
Oct 08, 2024
Nvidia
13.37%
▼ 8.62%
1
Open
Oct 08, 2024
Microsoft
12.89%
▼ 4.84%
1
Open
Oct 08, 2024
Meta Platforms
5.71%
▲ 4.56%
1
Open
Oct 08, 2024
Mastercard
1.98%
▲ 9.68%
1
Open
Oct 08, 2024
Eli Lilly & Co
3.15%
▼ 5.02%
1
Open
Oct 08, 2024
JPMorgan Chase
4.31%
▲ 18.31%
1
Open
Oct 08, 2024
Johnson & Johnson
1.87%
▲ 3.90%
1
Open
Oct 08, 2024
Home Depot
1.94%
▼ 11.15%
1
Open
Oct 08, 2024
Alphabet Class A
4.31%
▲ 2.24%
1
Open
Oct 08, 2024
Alphabet Class C
3.61%
▲ 2.79%
1
Open
Oct 08, 2024
Costco
3.17%
▲ 4.25%
1
Open
Oct 08, 2024
Berkshire Hathaway B
4.61%
▲ 15.88%
1
Open
Oct 08, 2024
Broadcom
3.71%
▲ 6.43%
1
Open
Oct 08, 2024
Amazon
8.18%
▲ 11.24%
1
Open
Oct 08, 2024
Visa
2.5%
▲ 25.51%
1
Open
Oct 08, 2024
Exxon Mobil
2.18%
▼ 3.48%
1
Open
Oct 08, 2024