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bubble portfolio - New Portfolio

PUDDING

bubble portfolio
Individual Investor
Ranked #159,970 out of 788,370 TipRanks' Investors
Success Rate
66%
616 out of 941
profitable transactions
Average Return
3.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.26%
6-Month Return▲ 15.76%
12-Month Return▲ 28.15%
YTD Return▲ 5.84%
Total Return▲ 159.91%

Best Trade

Opened at
Closed at-
Gain▲ 101.28%

Bio

As a value investor, I do not just follow hot stocks. I plan to hold up to 10 different stocks or ETFs.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.93%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.37%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.31%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.50%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.82%
▼ 13.14%▲ 2.34%▲ 3.00%
▲ 2.93%▲ 2.10%▲ 3.93%
▲ 9.99%▼ 0.89%▼ 1.23%
▲ 26.03%▲ 5.96%▲ 6.43%
▲ 5.97%▼ 2.41%▼ 1.37%
▲ 5.25%▲ 2.69%▲ 5.31%
▼ 9.08%▲ 1.42%▲ 0.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
23.51%
▲ 1.17%
38
Buy
Feb 21, 2025
Brookfield Renewable Partners
▲ 3.54%
50
Close
Feb 20, 2025
Brookfield Infrastructure
▲ 2.23%
32
Close
Feb 20, 2025
iShares Core U.S. Aggregate Bond ETF
18.57%
▲ 0.03%
17
Open
Feb 20, 2025
Apple
9.3%
▲ 2.92%
50
Open
Feb 18, 2025
Brookfield Corporation
▲ 2.44%
94
Close
Feb 18, 2025
Tencent Holdings
▼ 1.68%
29
Close
Feb 18, 2025
Intuitive Surgical
▲ 1.78%
17
Close
Feb 18, 2025
Adobe
▼ 0.67%
15
Close
Feb 18, 2025
Salesforce
▲ 2.33%
29
Close
Feb 18, 2025
KraneShares CSI China Internet ETF
▲ 3.56%
9
Close
Feb 12, 2025
Vanguard Extended Duration Treasury ETF
▲ 0.52%
12
Close
Jan 29, 2025
Petroleo Brasileiro SA- Petrobras
13.98%
▲ 5.41%
18
Sell
Jan 29, 2025
Alibaba
▲ 0.16%
15
Close
Dec 31, 2024
ASML Holding
13.96%
▲ 1.34%
10
Open
Dec 30, 2024
Enbridge
▲ 9.05%
70
Close
Dec 24, 2024
iShares Semiconductor ETF
▼ 1.30%
2
Close
Dec 06, 2024
Qualcomm
▲ 0.89%
21
Close
Dec 04, 2024
Ecopetrol SA
▼ 2.07%
23
Close
Dec 03, 2024
TSMC
▲ 1.93%
5
Close
Nov 19, 2024