tiprankstipranks

All my stocks - New Portfolio

Sean M McCarthy

All my stocks
Individual Investor
Ranked #48,769 out of 784,572 TipRanks' Investors
Success Rate
73%
164 out of 226
profitable transactions
Average Return
17.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.58%
6-Month Return▲ 36.64%
12-Month Return▲ 46.56%
YTD Return▲ 9.05%
Total Return▲ 62.41%

Best Trade

Opened at
Closed at-
Gain▲ 204.73%

Bio

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

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.49%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.64%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.20%
Nov 2024
▲ 5.91%
▼ 2.41%
▲ 1.97%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 7.70%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 1.25%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.44%
▼ 13.14%▲ 2.34%▲ 0.39%
▲ 2.93%▲ 2.10%▲ 3.49%
▲ 9.99%▼ 0.89%▲ 2.64%
▲ 26.04%▲ 5.96%▲ 9.20%
▲ 5.91%▼ 2.41%▲ 1.97%
▲ 4.65%▲ 2.69%▲ 7.70%
▼ 13.89%▼ 0.67%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
17.24%
▲ 30.11%
26
Sell
Jan 31, 2025
Uber Technologies
2.33%
▲ 1.74%
1
Open
Jan 24, 2025
Amazon
12.13%
▲ 14.96%
18
Buy
Jan 08, 2025
Meta Platforms
23.53%
▲ 17.99%
12
Buy
Nov 01, 2024
ARK Innovation ETF
▼ 14.19%
2
Close
Nov 01, 2024
OShares U.S. Quality Dividend ETF
▲ 10.34%
4
Close
Nov 01, 2024
JPMorgan Chase & Co.
4.48%
▲ 112.55%
8
Sell
Oct 10, 2024
AbbVie
▲ 74.51%
5
Close
Oct 05, 2024
Wendy's
▼ 1.48%
7
Close
Oct 04, 2024
Verizon
▲ 4.97%
9
Close
Oct 04, 2024
Mondelez International
▲ 5.78%
4
Close
Oct 04, 2024
Citigroup
▲ 8.84%
5
Close
Oct 04, 2024
Global X Cybersecurity ETF
▲ 20.93%
2
Close
Oct 04, 2024
Yum! Brands
▲ 14.39%
2
Close
Oct 04, 2024
Visa
▲ 13.03%
2
Close
Oct 04, 2024
JM Smucker
▼ 3.83%
2
Close
Oct 04, 2024
Fidelity Nasdaq Composite Index ETF
▲ 13.56%
2
Close
Oct 04, 2024
Medical Properties
▲ 11.47%
4
Close
Sep 12, 2024
Bristol-Myers Squibb
▼ 10.92%
2
Close
Sep 12, 2024
Microstrategy
5.82%
▲ 204.73%
1
Open
Sep 06, 2024