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New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #72,350 out of 753,381 TipRanks' Investors
Success Rate
43 out of 66
profitable transactions
profitable transactions
Average Return
25.81%
Average return
per transaction
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
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
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
▼ 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
Salesforce
8.07%
▲ 51.36%
4
Buy
May 07, 2024
eBay
―
▲ 7.23%
3
Close
Mar 26, 2024
Akamai
2.84%
▼ 5.73%
1
Open
Mar 26, 2024
Robinhood Markets
1.44%
▼ 17.30%
2
Buy
Mar 02, 2024
G1 Therapeutics
3.63%
▲ 50.94%
4
Buy
Mar 02, 2024
CrowdStrike Holdings
―
▲ 50.16%
4
Close
Feb 23, 2024
Amazon
12.03%
▲ 86.12%
4
Buy
Oct 04, 2022
Alphabet Class C
4.55%
▲ 46.05%
1
Open
Aug 23, 2022
AbbVie
4.03%
▲ 53.58%
1
Open
Aug 23, 2022
Lululemon Athletica
2.74%
▼ 22.14%
1
Open
Feb 01, 2022
The Estée Lauder Companies
0.96%
▼ 26.22%
5
Open
Jan 21, 2022
Adobe
3.04%
▼ 1.38%
1
Open
Dec 16, 2021
Coca-Cola
―
▲ 10.28%
4
Close
Nov 22, 2021
Johnson & Johnson
―
▲ 0.07%
2
Close
Nov 22, 2021
Apple
4.63%
▲ 60.80%
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
PayPal Holdings
0.97%
▼ 70.22%
1
Open
May 13, 2021
Berkshire Hathaway B
―
▲ 37.27%
3
Close
May 13, 2021
Merck & Company
―
▼ 2.78%
2
Close
May 13, 2021