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Strategic Investment - New Portfolio

Joe Lino

Strategic Investment
Individual Investor
Ranked #372,817 out of 743,457 TipRanks' Investors
Success Rate
39%
310 out of 792
profitable transactions
Average Return
-1.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.94%
6-Month Return▲ 23.45%
12-Month Return▲ 37.79%
YTD Return▲ 19.68%
Total Return▲ 98.59%

Best Trade

Opened at
Closed at-
Gain▲ 946.21%

Bio

BULLETPROOF PORTFOLIO

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 3.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.94%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 1.26%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.90%
▼ 1.87%▲ 1.59%▲ 1.70%
▲ 14.08%▲ 5.22%▲ 8.02%
▲ 5.05%▲ 3.27%▼ 0.23%
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.75%
▼ 2.25%▲ 3.53%▲ 7.94%
▲ 0.26%▲ 0.21%▲ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 9.12%
12
Close
Jun 24, 2024
C3ai
▼ 24.55%
6
Close
Jun 24, 2024
Datadog
2%
▼ 16.60%
4
Open
Mar 09, 2024
Palo Alto Networks
▲ 7.43%
4
Close
Mar 09, 2024
Adobe
▼ 4.06%
13
Close
Mar 09, 2024
ServiceNow
▼ 3.86%
7
Close
Mar 09, 2024
Rigetti Computing
0.01%
▼ 46.34%
1
Open
Mar 09, 2024
CrowdStrike Holdings
5.83%
▲ 25.06%
3
Open
Nov 11, 2023
Twilio
▼ 33.06%
4
Close
Nov 11, 2023
Unity Software
▼ 25.00%
4
Close
Nov 11, 2023
Snowflake
2.15%
▼ 22.78%
6
Open
Nov 11, 2023
Broadcom
25.11%
▲ 21.87%
8
Open
Nov 04, 2023
Honeywell International
3.23%
▲ 1.00%
11
Open
Nov 04, 2023
Salesforce
3.88%
▼ 3.62%
20
Open
Nov 04, 2023
Visa
▲ 26.35%
4
Close
Nov 04, 2023
UnitedHealth
▲ 0.56%
14
Close
Nov 04, 2023
Advanced Micro Devices
2.49%
▼ 7.02%
12
Open
Nov 04, 2023
Intel
0.47%
▼ 7.87%
17
Open
Nov 04, 2023
Cisco Systems
0.72%
▲ 1.34%
18
Open
Nov 04, 2023
Eli Lilly & Co
▲ 60.99%
4
Close
Nov 04, 2023