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RR Forrester Holdings - New Portfolio

DEUSA

RR Forrester Holdings
Individual Investor
Ranked #181,924 out of 743,457 TipRanks' Investors
Success Rate
56%
157 out of 278
profitable transactions
Average Return
7.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.04%
6-Month Return▼ 3.11%
12-Month Return▼ 7.50%
YTD Return▼ 6.55%
Total Return▼ 8.36%

Best Trade

Opened at
Closed at
Gain▲ 372.49%

Bio

Investing philosophy buy diverse groups, favoring technology, test portfolio monthly. when accessing to hold or Sell put it to the test of a new stock if it fails sell. Options Calls or Puts Min 3 Months. . Maintain unemotional discipline

Performance

15.13%0-15.13%
▲ 5.14%
▲ 4.57%
▲ 8.03%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 15.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.48%
May 2024
▼ 2.25%
▲ 3.53%
▼ 10.74%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.24%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.03%
▼ 1.87%▲ 1.59%▼ 3.49%
▲ 14.08%▲ 5.22%▲ 15.13%
▲ 5.05%▲ 3.27%▲ 2.79%
▼ 12.40%▼ 4.03%▼ 9.89%
▲ 11.46%▲ 5.06%▲ 1.48%
▼ 2.25%▲ 3.53%▼ 10.74%
▲ 0.26%▲ 0.21%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
8.85%
▲ 11.63%
8
Sell
Jul 02, 2024
TJX Companies
9.75%
0.00%
1
Open
Jul 02, 2024
Biomea Fusion
1.18%
▼ 58.95%
12
Open
Jun 26, 2024
Energy Transfer
▲ 9.47%
11
Close
Jun 17, 2024
Freeport-McMoRan
17.24%
▲ 35.55%
42
Buy
Jun 13, 2024
Turtle Beach
2.49%
▲ 107.50%
11
Buy
Jun 13, 2024
Marvell
▲ 17.22%
9
Close
May 24, 2024
Stellantis
8.7%
▲ 7.69%
20
Buy
May 14, 2024
Micron
▲ 38.02%
27
Close
May 10, 2024
AutoNation
▲ 4.04%
3
Close
Apr 26, 2024
Everest Group
▼ 3.58%
8
Close
Apr 16, 2024
Vale SA
▼ 11.98%
3
Close
Apr 16, 2024
Microsoft
▲ 4.56%
3
Close
Apr 12, 2024
Dollar Tree
▼ 0.87%
2
Close
Apr 02, 2024
Archer Aviation
1.97%
▼ 29.77%
2
Buy
Mar 18, 2024
Coupang
▼ 11.34%
10
Close
Mar 14, 2024
Snap
▲ 6.71%
3
Close
Mar 07, 2024
Nokia
▲ 0.68%
22
Close
Feb 28, 2024
Cronos Group
▼ 74.11%
14
Close
Feb 23, 2024
SPDR Gold Shares
▼ 0.65%
2
Close
Feb 10, 2024