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New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #71,355 out of 789,725 TipRanks' Investors
Success Rate
48 out of 73
profitable transactions
profitable transactions
Average Return
28.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.19%
6-Month Return▲ 10.83%
12-Month Return▲ 21.76%
YTD Return▲ 0.85%
Total Return▲ 89.56%
Best Trade
Bio
My portofolio stock holding by sector: 57% cyclical, 17% sensitive, 26% defensive
By Regions: 78% USA, 7% Europe developed and 14% Asia emerging
Stock Style: 11% Large Value; 36% Large Core; 46% Larhe growth and 7% Mid-Cap Value
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 6.99%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 9.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 0.78%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 5.43%
Feb 2025
▲ 8.13%▲ 1.21%▲ 6.99%
▼ 13.14%▲ 2.34%▲ 9.97%
▲ 2.93%▲ 2.10%▲ 3.90%
▲ 10.01%▼ 0.89%▼ 1.55%
▲ 26.01%▲ 5.96%▲ 5.35%
▲ 5.96%▼ 2.41%▲ 0.78%
▲ 5.25%▲ 2.69%▲ 6.64%
▼ 12.86%▼ 1.27%▼ 5.43%
Recent Activity
G1 Therapeutics
―
▲ 41.38%
6
Close
Sep 17, 2024
Lululemon Athletica
5.62%
▲ 23.45%
2
Buy
Sep 02, 2024
PayPal Holdings
3.06%
▼ 36.20%
2
Buy
Sep 02, 2024
Microsoft
14.66%
▲ 126.50%
3
Buy
Sep 02, 2024
Robinhood Markets
―
▼ 21.22%
3
Close
Sep 02, 2024
The Estée Lauder Companies
1.33%
▼ 26.66%
6
Buy
Sep 02, 2024
Amazon
13.06%
▲ 102.32%
5
Buy
Sep 02, 2024
Akamai
3.03%
▼ 23.04%
2
Buy
Sep 02, 2024
Salesforce
8.25%
▲ 71.23%
4
Buy
May 07, 2024
eBay
―
▲ 7.23%
3
Close
Mar 26, 2024
CrowdStrike Holdings
―
▲ 50.16%
4
Close
Feb 23, 2024
Alphabet Class C
4.24%
▲ 50.60%
1
Open
Aug 23, 2022
AbbVie
3.86%
▲ 65.35%
1
Open
Aug 23, 2022
Adobe
2.16%
▼ 22.53%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.46%
▲ 71.81%
1
Open
Sep 21, 2021
Alibaba
―
▲ 11.68%
6
Close
Aug 30, 2021
iShares Global Clean Energy ETF
―
▼ 22.94%
2
Close
Aug 30, 2021
Berkshire Hathaway B
―
▲ 37.27%
3
Close
May 13, 2021