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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #60,878 out of 768,736 TipRanks' Investors
Success Rate
53 out of 77
profitable transactions
profitable transactions
Average Return
26.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.37%
6-Month Return▲ 5.05%
12-Month Return▲ 23.35%
YTD Return▲ 11.34%
Total Return▲ 63.69%
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%
▼ 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
▼ 4.22%
▲ 2.34%
▲ 1.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 5.87%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.29%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 11.46%▲ 5.06%▲ 3.98%
▼ 2.25%▲ 3.53%▲ 3.74%
▲ 25.72%▲ 1.21%▲ 1.27%
▼ 4.22%▲ 2.34%▲ 1.68%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 5.70%▼ 0.89%▼ 5.87%
▲ 21.94%▲ 3.81%▲ 4.29%
Recent Activity
Green Brick Partners
5.81%
▲ 96.79%
2
Buy
Jun 20, 2024
Nucor
0%
▲ 26.48%
2
Sell
Jun 20, 2024
Vanguard Russell 1000 Growth ETF
11.99%
▲ 77.08%
4
Buy
Jun 20, 2024
Genesco
0%
▼ 53.69%
2
Sell
Jun 20, 2024
Adobe
0%
▼ 23.93%
2
Sell
Jun 20, 2024
Moderna
0%
▼ 90.63%
2
Sell
Jun 20, 2024
Advanced Micro Devices
0%
▲ 28.71%
2
Sell
Jun 20, 2024
Sherwin-Williams Company
1.26%
▲ 27.06%
2
Sell
Jun 20, 2024
Microsoft
14.07%
▲ 93.66%
5
Buy
Jun 20, 2024
Direxion Daily Technology Bull 3x Shares
10.75%
▲ 36.39%
5
Buy
Jun 20, 2024
Lam Research
2.37%
▼ 33.68%
1
Open
Jun 20, 2024
Regeneron
2.52%
▼ 28.70%
1
Open
Jun 20, 2024
Kornit Digital
0.47%
▼ 76.51%
1
Open
Aug 26, 2021
Nvidia
12.35%
▲ 563.07%
1
Open
Aug 25, 2021
Align Tech
0.38%
▼ 68.95%
1
Open
Aug 25, 2021
Blackstone Group
3.13%
▲ 73.29%
1
Open
Aug 25, 2021
Costco
4.71%
▲ 115.44%
1
Open
Aug 25, 2021
Idexx Laboratories
2.13%
▼ 38.36%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
6.09%
▲ 20.90%
4
Buy
Aug 12, 2021
CDW
4.47%
▲ 23.61%
3
Buy
Jul 21, 2021