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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #60,899 out of 775,913 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
25.85%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.66%
6-Month Return▲ 3.64%
12-Month Return▲ 12.18%
YTD Return▲ 11.78%
Total Return▲ 64.35%
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
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.74%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.28%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 5.73%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.40%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.66%
Dec 2024
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.71%▲ 1.21%▲ 1.28%
▼ 4.22%▲ 2.34%▲ 1.68%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 5.38%▼ 0.89%▼ 5.73%
▲ 43.22%▲ 5.96%▲ 7.40%
▲ 3.34%▼ 1.56%▼ 2.66%
Recent Activity
Green Brick Partners
4.91%
▲ 64.60%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 1.91%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
12.51%
▲ 83.62%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 35.20%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 31.92%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 90.10%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 10.07%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.18%
▲ 17.52%
2
Sell
Jun 20, 2024
Microsoft
14.86%
▲ 102.78%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
11.32%
▲ 40.92%
5
Buy
Jun 20, 2024
Lam Research
2.44%
▼ 31.94%
1
Open
Jun 20, 2024
Regeneron
2.39%
▼ 32.80%
1
Open
Jun 20, 2024
Kornit Digital
0.5%
▼ 75.31%
1
Open
Aug 26, 2021
Nvidia
11.47%
▲ 507.61%
1
Open
Aug 25, 2021
Align Tech
0.36%
▼ 70.56%
1
Open
Aug 25, 2021
Blackstone Group
2.91%
▲ 60.10%
1
Open
Aug 25, 2021
Costco
4.87%
▲ 120.98%
1
Open
Aug 25, 2021
Idexx Laboratories
2.11%
▼ 38.97%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
6.01%
▲ 18.79%
4
Buy
Aug 12, 2021
CDW
4.46%
▲ 24.38%
3
Buy
Jul 21, 2021