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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #55,940 out of 764,406 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
23.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.74%
6-Month Return▲ 6.64%
12-Month Return▲ 29.05%
YTD Return▲ 6.76%
Total Return▲ 56.96%
Best Trade
Bio
As a qualified accountant CPA, Chartered Accountant I use a mixed approach on balancing the fundamentals and technicals and shared as a conservative mix of US stocks and ETFs. Building an balanced exposure India, Australia. Good luck all.
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 1.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.27%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.87%
Oct 2024
▲ 5.05%▲ 3.27%▲ 1.22%
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.27%
▼ 4.21%▲ 2.34%▲ 1.68%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 6.02%▼ 0.89%▼ 5.87%
Recent Activity
Green Brick Partners
5.98%
▲ 97.10%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 24.00%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
11.84%
▲ 68.25%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 59.78%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 27.21%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 86.34%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 33.03%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.25%
▲ 21.82%
2
Sell
Jun 20, 2024
Microsoft
14.32%
▲ 88.36%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
10.21%
▲ 25.25%
5
Buy
Jun 20, 2024
Lam Research
2.61%
▼ 29.73%
1
Open
Jun 20, 2024
Regeneron
2.94%
▼ 19.74%
1
Open
Jun 20, 2024
Kornit Digital
0.36%
▼ 82.66%
1
Open
Aug 26, 2021
Nvidia
11.81%
▲ 498.80%
1
Open
Aug 25, 2021
Align Tech
0.36%
▼ 71.40%
1
Open
Aug 25, 2021
Blackstone Group
2.93%
▲ 57.21%
1
Open
Aug 25, 2021
Costco
4.59%
▲ 102.21%
1
Open
Aug 25, 2021
Idexx Laboratories
2.18%
▼ 39.76%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
6.19%
▲ 17.21%
4
Buy
Aug 12, 2021
CDW
4.93%
▲ 33.68%
3
Buy
Jul 21, 2021