tiprankstipranks

Main Portfolio - New Portfolio

Mike Soraya

Main Portfolio
Individual Investor
Ranked #81,394 out of 747,046 TipRanks' Investors
Success Rate
62%
37 out of 60
profitable transactions
Average Return
31.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.23%
6-Month Return▼ 5.01%
12-Month Return▲ 15.34%
YTD Return▼ 9.18%
Total Return▲ 73.31%

Best Trade

Opened at
Closed at-
Gain▲ 398.80%

Bio

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Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 9.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.42%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.69%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 16.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.30%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.97%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 6.46%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.60%
▼ 1.87%▲ 1.59%▼ 6.35%
▲ 14.08%▲ 5.22%▲ 0.42%
▲ 5.05%▲ 3.27%▲ 2.69%
▼ 12.40%▼ 4.03%▼ 16.14%
▲ 11.46%▲ 5.06%▲ 3.30%
▼ 2.25%▲ 3.53%▲ 1.97%
▲ 24.01%▲ 3.79%▲ 6.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pembina Pipeline
11.43%
▲ 82.53%
19
Sell
Apr 09, 2024
Enbridge
10.99%
▲ 4.45%
1
Open
Apr 09, 2024
Intel
13.07%
▼ 23.19%
34
Sell
Nov 02, 2023
Xperi Inc
0.2%
▼ 28.18%
1
Open
Nov 07, 2022
Microsoft
43.73%
▲ 398.80%
6
Sell
Jul 02, 2021
8X8
▼ 5.05%
4
Close
Jul 28, 2020
Adeia
0.69%
▲ 94.61%
2
Sell
Jun 04, 2020
Fidelity Contra Fund
▲ 25.13%
2
Close
Jan 24, 2020
Fidelity Blue Chip Growth Fund
▲ 33.66%
2
Close
Jan 24, 2020
Fidelity Low-Priced Stock Fund
▲ 11.72%
2
Close
Jan 24, 2020
Fidelity Select Health Care
▲ 31.82%
2
Close
Jan 24, 2020
Fidelity Select Technology
▲ 35.22%
2
Close
Jan 24, 2020
John Hancock Fds III Disciplined Value Fund Class A
▲ 11.43%
2
Close
Jan 24, 2020
MFS Series Trust I - MFS Value Fund Class A
▲ 22.70%
2
Close
Jan 24, 2020
Metropolitan West Total Return Bond Fund
▲ 12.47%
2
Close
Jan 24, 2020
PAX SMALL CAP FUND INDIVIDUAL INVESTOR CLASS
▲ 7.09%
2
Close
Jan 24, 2020
Segall Bryant & Hamill Plus Bond Fund Retail Class
▲ 11.90%
2
Close
Jan 24, 2020
Federated Hermes International Small-Mid Company Fund A Shares
1.51%
▲ 42.09%
1
Open
May 04, 2018
Viavi Solutions
1.18%
▼ 20.89%
1
Open
May 04, 2018
PGIM QMA International Equity Fund Class A
1.54%
▲ 27.87%
1
Open
May 04, 2018