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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #45,964 out of 747,498 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
25.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.65%
6-Month Return▲ 9.40%
12-Month Return▲ 19.40%
YTD Return▲ 9.64%
Total Return▲ 61.20%
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
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 8.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.97%
Feb 2024
▲ 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
▲ 29.87%
▲ 0.88%
▲ 2.11%
Jul 2024
▲ 5.14%▲ 4.57%▲ 8.78%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 6.97%
▲ 5.05%▲ 3.27%▲ 1.22%
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 29.87%▲ 0.88%▲ 2.11%
Recent Activity
Green Brick Partners
6.06%
▲ 103.78%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 41.55%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
11.18%
▲ 62.65%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 57.30%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 16.11%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 69.55%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 39.96%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.09%
▲ 9.07%
2
Sell
Jun 20, 2024
Microsoft
14.97%
▲ 102.25%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
11.26%
▲ 33.84%
5
Buy
Jun 20, 2024
Lam Research
3.3%
▼ 13.59%
1
Open
Jun 20, 2024
Regeneron
3.61%
▲ 1.84%
1
Open
Jun 20, 2024
Kornit Digital
0.23%
▼ 88.44%
1
Open
Aug 26, 2021
Nvidia
10.44%
▲ 431.89%
1
Open
Aug 25, 2021
Align Tech
0.42%
▼ 64.90%
1
Open
Aug 25, 2021
Blackstone Group
2.39%
▲ 28.47%
1
Open
Aug 25, 2021
Costco
4.3%
▲ 93.59%
1
Open
Aug 25, 2021
Idexx Laboratories
2.41%
▼ 30.69%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
5.77%
▲ 13.58%
4
Buy
Aug 12, 2021
CDW
5.89%
▲ 62.08%
3
Buy
Jul 21, 2021