tiprankstipranks

All my stocks - New Portfolio

Sean M McCarthy

All my stocks
Individual Investor
Ranked #47,321 out of 747,498 TipRanks' Investors
Success Rate
70%
150 out of 213
profitable transactions
Average Return
13.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.95%
6-Month Return▲ 13.47%
12-Month Return▲ 27.48%
YTD Return▲ 14.50%
Total Return▲ 25.32%

Best Trade

Opened at
Closed at
Gain▲ 145.50%

Bio

Passive income Portfolio with a mix of Growth, Value, Dividend and ETF's stocks.

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.53%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.74%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.35%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.11%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.55%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.80%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.33%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.53%
▼ 1.87%▲ 1.59%▲ 0.74%
▲ 14.08%▲ 5.22%▲ 4.30%
▲ 5.05%▲ 3.27%▲ 5.35%
▼ 12.40%▼ 4.03%▼ 4.11%
▲ 11.46%▲ 5.06%▲ 3.55%
▼ 2.25%▲ 3.53%▲ 1.80%
▲ 25.65%▲ 0.88%▲ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
7.29%
▲ 23.00%
18
Buy
Jun 28, 2024
Wendy's
3.26%
▼ 2.49%
5
Buy
Jun 13, 2024
Paylocity
2.93%
▲ 10.30%
3
Open
Jun 05, 2024
OShares U.S. Quality Dividend ETF
6.24%
▲ 4.33%
3
Buy
May 17, 2024
Dutch Bros Inc
4.82%
▲ 30.68%
2
Buy
May 04, 2024
Walmart
2.9%
▲ 7.93%
6
Open
Apr 05, 2024
Fidelity Nasdaq Composite Index ETF
7.17%
▲ 10.73%
1
Open
Mar 11, 2024
Verizon
1.71%
▲ 3.83%
8
Open
Jan 13, 2024
CrowdStrike Holdings
▲ 50.08%
8
Close
Jan 12, 2024
Invesco QQQ Trust
9.76%
▲ 20.89%
3
Open
Oct 23, 2023
Bristol-Myers Squibb
1.75%
▼ 21.26%
1
Open
Oct 12, 2023
Target
3.07%
▲ 38.78%
1
Open
Sep 29, 2023
JM Smucker
2.42%
▼ 4.21%
1
Open
Sep 22, 2023
Visa
5.45%
▲ 7.74%
1
Open
Sep 13, 2023
Mondelez International
1.36%
▲ 1.51%
3
Open
Sep 11, 2023
ProShares S&P 500 Dividend Aristocrats ETF
2.03%
▲ 23.16%
4
Buy
Sep 11, 2023
PayPal Holdings
▼ 61.77%
8
Close
Sep 10, 2023
Block
▼ 68.84%
5
Close
Sep 10, 2023
Meta Platforms
▲ 17.17%
10
Close
Sep 10, 2023
Altria Group
2.03%
▲ 13.19%
7
Buy
Sep 10, 2023