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Strategic Investment - New Portfolio

Joe Lino

Strategic Investment
Individual Investor
Ranked #427,634 out of 769,002 TipRanks' Investors
Success Rate
40%
315 out of 798
profitable transactions
Average Return
0.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.44%
6-Month Return▲ 26.08%
12-Month Return▲ 45.64%
YTD Return▲ 39.72%
Total Return▲ 131.85%

Best Trade

Opened at
Closed at-
Gain▲ 1128.03%

Bio

BULLETPROOF PORTFOLIO

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.94%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.93%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.01%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.16%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 3.09%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 9.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.75%
▼ 2.25%▲ 3.53%▲ 7.94%
▲ 25.72%▲ 1.21%▼ 0.93%
▼ 4.22%▲ 2.34%▲ 0.01%
▲ 7.82%▲ 2.10%▲ 6.16%
▲ 5.70%▼ 0.89%▲ 3.09%
▲ 23.63%▲ 3.84%▲ 9.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
▼ 18.41%
5
Close
Oct 24, 2024
Palo Alto Networks
4.95%
▲ 7.54%
5
Open
Oct 24, 2024
CrowdStrike Holdings
▲ 2.28%
4
Close
Oct 24, 2024
Qualcomm
1.94%
▼ 4.40%
11
Open
Oct 24, 2024
Uber Technologies
0.87%
▼ 29.95%
3
Open
Oct 24, 2024
Adobe
6.28%
▼ 3.14%
14
Open
Oct 24, 2024
Taiwan Semiconductor Manufacturing
2.38%
▼ 12.58%
11
Open
Oct 24, 2024
Snowflake
▼ 26.99%
7
Close
Oct 24, 2024
SAP AG
2.94%
▲ 0.34%
3
Open
Oct 24, 2024
Rigetti Computing
▼ 34.41%
2
Close
Oct 24, 2024
Berkshire Hathaway B
▲ 9.12%
12
Close
Jun 24, 2024
C3ai
▼ 24.55%
6
Close
Jun 24, 2024
ServiceNow
▼ 3.86%
7
Close
Mar 09, 2024
Twilio
▼ 33.06%
4
Close
Nov 11, 2023
Unity Software
▼ 25.00%
4
Close
Nov 11, 2023
Broadcom
20.42%
▲ 21.80%
8
Open
Nov 04, 2023
Honeywell International
2.82%
▲ 2.63%
11
Open
Nov 04, 2023
Salesforce
4.18%
▼ 0.52%
20
Open
Nov 04, 2023
Visa
▲ 26.35%
4
Close
Nov 04, 2023
UnitedHealth
▲ 0.56%
14
Close
Nov 04, 2023