tiprankstipranks

RR Forrester Holdings - New Portfolio

DEUSA

RR Forrester Holdings
Individual Investor
Ranked #309,485 out of 778,262 TipRanks' Investors
Success Rate
54%
170 out of 316
profitable transactions
Average Return
5.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.03%
6-Month Return▼ 24.33%
12-Month Return▼ 25.47%
YTD Return▲ 1.44%
Total Return▼ 28.31%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 10.74%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 2.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.39%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.40%
Sep 2024
▲ 10.03%
▼ 0.89%
▼ 5.47%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 0.68%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 11.03%
Dec 2024
▲ 8.58%
▲ 1.00%
▲ 1.44%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 10.74%
▲ 8.13%▲ 1.21%▼ 2.83%
▼ 13.14%▲ 2.34%▼ 3.39%
▲ 2.93%▲ 2.10%▼ 1.40%
▲ 10.03%▼ 0.89%▼ 5.47%
▲ 26.04%▲ 5.96%▼ 0.68%
▲ 5.97%▼ 2.41%▼ 11.03%
▲ 8.58%▲ 1.00%▲ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Freeport-McMoRan
17.37%
▲ 30.01%
50
Buy
Dec 31, 2024
Advanced Micro Devices
11.55%
▼ 7.01%
4
Buy
Dec 31, 2024
Industrial Select Sector SPDR Fund
▼ 3.47%
5
Close
Dec 19, 2024
Invesco Currencyshares Japanese Yen Trust
▼ 1.25%
3
Close
Dec 19, 2024
Health Care Select Sector SPDR Fund
▼ 4.62%
2
Close
Dec 19, 2024
Marvell
5.44%
▲ 15.00%
10
Open
Dec 11, 2024
Apple
▲ 1.58%
2
Close
Dec 11, 2024
Nu Holdings
3.03%
▼ 8.58%
1
Open
Dec 04, 2024
Stellantis
▼ 0.22%
22
Close
Dec 03, 2024
Blackstone Group
▲ 7.36%
6
Close
Dec 03, 2024
United States Natural Gas Fund LP
▼ 6.87%
3
Close
Dec 03, 2024
Ford Motor
4.55%
▼ 8.69%
1
Open
Dec 03, 2024
VanEck Semiconductor ETF
27.84%
▲ 3.48%
5
Buy
Nov 20, 2024
iShares Silver Trust
▼ 6.39%
2
Close
Nov 20, 2024
Invesco QQQ Trust
▲ 2.16%
5
Close
Nov 17, 2024
Berkshire Hathaway B
▲ 2.75%
3
Close
Nov 10, 2024
Biomea Fusion
1.37%
▼ 58.00%
15
Buy
Oct 12, 2024
Coca-Cola
▼ 3.98%
3
Close
Oct 10, 2024
Turtle Beach
▲ 109.23%
12
Close
Aug 22, 2024
TJX Companies
▲ 8.36%
2
Close
Aug 22, 2024