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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #387,859 out of 747,498 TipRanks' Investors
Success Rate
65 out of 152
profitable transactions
profitable transactions
Average Return
-0.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.39%
6-Month Return▲ 3.84%
12-Month Return▼ 7.21%
YTD Return▼ 2.94%
Total Return▲ 6.81%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 9.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.12%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.42%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 4.60%
Jul 2024
▲ 5.14%▲ 4.57%▲ 8.46%
▼ 1.87%▲ 1.59%▼ 9.38%
▲ 14.08%▲ 5.22%▲ 6.83%
▲ 5.05%▲ 3.27%▼ 2.12%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▼ 1.42%
▲ 25.65%▲ 0.88%▲ 4.60%
Recent Activity
McDonald's
4.18%
▲ 7.43%
2
Buy
May 31, 2024
Lululemon Athletica
3.15%
▼ 12.47%
6
Buy
May 17, 2024
Vertiv Holdings
1.44%
▼ 11.88%
1
Open
May 17, 2024
Kyndryl Holdings Incorporation
3.25%
▲ 36.09%
2
Buy
May 07, 2024
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024
Gilead Sciences
3.56%
▲ 8.07%
5
Buy
Apr 04, 2024
Coca-Cola
5.52%
▲ 12.65%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
5.18%
▲ 53.90%
1
Open
Jan 28, 2024
Niu Technologies
―
▼ 91.31%
4
Close
Dec 18, 2023
KraneShares MSCI All China Health Care Index ETF
―
▼ 56.82%
2
Close
Dec 18, 2023
Butterfly Network
―
▼ 90.85%
3
Close
Dec 18, 2023
Panasonic
―
▲ 34.37%
3
Close
Apr 17, 2023
Enphase Energy
0.71%
▼ 53.11%
1
Open
Apr 17, 2023
Nextera Energy Partners
1.32%
▼ 58.34%
4
Buy
Mar 29, 2023
Baidu
―
▼ 28.53%
5
Close
Mar 21, 2023
Fidelity National Financial
3.9%
▲ 34.12%
2
Buy
Jan 09, 2023
Qualcomm
2.6%
▲ 68.36%
1
Open
Jan 09, 2023
SCYNEXIS
―
▼ 78.11%
6
Close
Jan 07, 2023
Affirm Holdings
―
▼ 92.28%
2
Close
Dec 28, 2022
Sprinklr
1.91%
▲ 19.64%
1
Open
Dec 23, 2022