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New Portfolio
- New Portfolio
Performance
Portfolio Details
pmonteiro@uongroup.com
New Portfolio
Individual Investor
Ranked #72,350 out of 753,381 TipRanks' Investors
Success Rate
65%
43 out of 66
profitable transactions
Average Return
25.81%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 14.67%
6-Month Return
▲ 20.07%
12-Month Return
▲ 53.33%
YTD Return
▲ 26.93%
Total Return
▲ 74.20%
Best Trade
Asset
G1 Therapeu... (GTHX)
Opened at
Feb 23, 2024
Closed at
-
Gain
▲ 220.72%
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
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.76%
0
-25.76%
▼ 1.87%
▲ 1.59%
▲ 3.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.07%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.39%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.99%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 10.68%
Aug 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 1.87%
▲ 1.59%
▲ 3.02%
▲ 14.08%
▲ 5.22%
▲ 8.26%
▲ 5.05%
▲ 3.27%
▲ 5.31%
▼ 12.40%
▼ 4.03%
▼ 6.43%
▲ 11.46%
▲ 5.06%
▼ 1.07%
▼ 2.25%
▲ 3.53%
▼ 1.39%
▲ 25.76%
▲ 1.21%
▲ 6.99%
▼ 2.89%
▲ 2.06%
▲ 10.68%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CRM
Salesforce
8.07%
▲ 51.36%
4
Buy
May 07, 2024
EBAY
eBay
―
▲ 7.23%
3
Close
Mar 26, 2024
AKAM
Akamai
2.84%
▼ 5.73%
1
Open
Mar 26, 2024
HOOD
Robinhood Markets
1.44%
▼ 17.30%
2
Buy
Mar 02, 2024
GTHX
G1 Therapeutics
3.63%
▲ 50.94%
4
Buy
Mar 02, 2024
CRWD
CrowdStrike Holdings
―
▲ 50.16%
4
Close
Feb 23, 2024
AMZN
Amazon
12.03%
▲ 86.12%
4
Buy
Oct 04, 2022
GOOG
Alphabet Class C
4.55%
▲ 46.05%
1
Open
Aug 23, 2022
ABBV
AbbVie
4.03%
▲ 53.58%
1
Open
Aug 23, 2022
LULU
Lululemon Athletica
2.74%
▼ 22.14%
1
Open
Feb 01, 2022
EL
The Estée Lauder Companies
0.96%
▼ 26.22%
5
Open
Jan 21, 2022
ADBE
Adobe
3.04%
▼ 1.38%
1
Open
Dec 16, 2021
KO
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
JNJ
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
AAPL
Apple
4.63%
▲ 60.80%
1
Open
Sep 21, 2021
BABA
Alibaba
―
▲ 11.68%
6
Close
Aug 30, 2021
ICLN
iShares Global Clean Energy ETF
―
▼ 22.94%
2
Close
Aug 30, 2021
PYPL
PayPal Holdings
0.97%
▼ 70.22%
1
Open
May 13, 2021
BRK.B
Berkshire Hathaway B
―
▲ 37.27%
3
Close
May 13, 2021
MRK
Merck & Company
―
▼ 2.78%
2
Close
May 13, 2021
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