Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #79,466 out of 764,637 TipRanks' Investors
Success Rate
67%
121 out of 182
profitable transactions
Average Return
12.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.80%
6-Month Return▲ 12.19%
12-Month Return▲ 36.68%
YTD Return▲ 19.21%
Total Return▲ 34.92%

Best Trade

Opened at
Closed at-
Gain▲ 272.37%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.67%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.49%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.04%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.46%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.17%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.99%
▲ 11.46%▲ 5.06%▲ 0.67%
▼ 2.25%▲ 3.53%▲ 0.49%
▲ 25.72%▲ 1.21%▲ 4.04%
▼ 4.21%▲ 2.34%▲ 2.47%
▲ 7.82%▲ 2.10%▲ 6.04%
▲ 6.02%▼ 0.89%▼ 1.46%
▼ 2.57%▲ 0.42%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Software
7.21%
▲ 58.18%
4
Buy
May 04, 2024
Brookfield Corporation
1.49%
▲ 37.81%
5
Buy
May 04, 2024
Mastercard
3.09%
▲ 25.58%
4
Buy
May 04, 2024
Microstrategy
7.77%
▲ 115.47%
5
Buy
May 04, 2024
Nestlé SA
1.96%
▼ 11.09%
7
Buy
May 04, 2024
BlackRock
5%
▲ 28.78%
5
Buy
May 04, 2024
Starbucks
3.25%
▲ 11.11%
9
Buy
May 04, 2024
Eli Lilly & Co
4.71%
▲ 9.71%
4
Buy
May 04, 2024
Canadian National Railway
1.57%
▼ 14.40%
3
Buy
May 04, 2024
Monster Beverage
1.03%
▼ 9.74%
5
Buy
Apr 22, 2024
Visa
2.56%
▲ 18.55%
4
Buy
Apr 21, 2024
Salesforce
2.19%
▲ 40.26%
4
Buy
Apr 21, 2024
Sony Group
1.17%
▲ 0.68%
4
Buy
Apr 21, 2024
McDonald's
2.9%
▲ 13.18%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.9%
▲ 2.23%
4
Buy
Apr 21, 2024
SPDR Gold Shares
1.88%
▲ 30.85%
3
Buy
Apr 21, 2024
Intercontinental Exchange
0.99%
▲ 21.78%
4
Buy
Apr 21, 2024
Nasdaq
1.01%
▲ 28.58%
4
Buy
Apr 21, 2024
Walt Disney
1.82%
▼ 21.62%
5
Buy
Apr 21, 2024
Canadian Pacific Kansas City
1.54%
▼ 5.26%
7
Buy
Apr 21, 2024