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New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #59,433 out of 775,286 TipRanks' Investors
Success Rate
50 out of 73
profitable transactions
profitable transactions
Average Return
32.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.87%
6-Month Return▲ 31.73%
12-Month Return▲ 44.11%
YTD Return▲ 41.94%
Total Return▲ 94.78%
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
43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▼ 1.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.39%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.99%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 9.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 5.41%
▼ 0.89%
▼ 1.57%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 8.52%
▲ 0.70%
▲ 4.46%
Dec 2024
▲ 11.46%▲ 5.06%▼ 1.07%
▼ 2.25%▲ 3.53%▼ 1.39%
▲ 25.71%▲ 1.21%▲ 6.99%
▼ 4.22%▲ 2.34%▲ 9.96%
▲ 7.82%▲ 2.10%▲ 3.90%
▲ 5.41%▼ 0.89%▼ 1.57%
▲ 43.24%▲ 5.96%▲ 5.35%
▲ 8.52%▲ 0.70%▲ 4.46%
Recent Activity
G1 Therapeutics
―
▲ 41.38%
6
Close
Sep 17, 2024
Lululemon Athletica
5.65%
▲ 31.89%
2
Buy
Sep 02, 2024
PayPal Holdings
3.64%
▼ 18.41%
2
Buy
Sep 02, 2024
Microsoft
15.95%
▲ 157.14%
3
Buy
Sep 02, 2024
Robinhood Markets
―
▼ 21.22%
3
Close
Sep 02, 2024
The Estée Lauder Companies
1.37%
▼ 24.51%
6
Buy
Sep 02, 2024
Amazon
13.4%
▲ 120.31%
5
Buy
Sep 02, 2024
Akamai
3.49%
▼ 7.13%
2
Buy
Sep 02, 2024
Salesforce
9.22%
▲ 101.53%
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
4.62%
▲ 72.37%
1
Open
Aug 23, 2022
AbbVie
3.15%
▲ 37.43%
1
Open
Aug 23, 2022
Adobe
2.15%
▼ 18.47%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.52%
▲ 79.89%
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