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New Portfolio - New Portfolio

PerformancePortfolio Details

Tarheel_roli

New Portfolio
Individual Investor
Ranked #359,553 out of 788,370 TipRanks' Investors
Success Rate
47%
77 out of 164
profitable transactions
Average Return
10.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.66%
6-Month Return▲ 24.78%
12-Month Return▲ 21.68%
YTD Return▲ 8.91%
Total Return▲ 27.18%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 405.09%

Bio

Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 2.22%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 7.41%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.39%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.62%
▼ 13.14%▲ 2.34%▼ 1.50%
▲ 2.93%▲ 2.10%▲ 5.46%
▲ 9.99%▼ 0.89%▼ 1.98%
▲ 26.03%▲ 5.96%▲ 6.09%
▲ 5.97%▼ 2.41%▲ 2.22%
▲ 5.25%▲ 2.69%▲ 7.41%
▼ 9.08%▲ 1.42%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PCOR
Procore Technologies
0.93%
▲ 0.57%
1
Open
Jan 28, 2025
RTX
RTX
1.4%
▼ 1.46%
1
Open
Jan 21, 2025
KO
Coca-Cola
6.61%
▲ 22.85%
6
Buy
Jan 06, 2025
QCOM
Qualcomm
3.75%
▲ 27.84%
2
Buy
Dec 23, 2024
REGN
Regeneron
4.32%
▲ 8.31%
3
Buy
Dec 17, 2024
OTLY
Oatly Group
0.05%
▼ 80.67%
4
Close
Dec 17, 2024
ABCL
AbCellera Biologics
―
▼ 89.55%
4
Close
Dec 17, 2024
XIFR
XPLR Infrastructure
―
▼ 70.39%
5
Close
Dec 17, 2024
ENPH
Enphase Energy
―
▼ 67.37%
2
Close
Dec 17, 2024
ERJ
Embraer SA
3.79%
▲ 9.59%
2
Buy
Dec 17, 2024
ESLT
Elbit Systems
1.49%
▲ 14.54%
1
Open
Dec 17, 2024
GRMN
Garmin
―
▲ 88.70%
2
Close
Nov 22, 2024
VRT
Vertiv Holdings
―
▲ 44.85%
2
Close
Nov 22, 2024
LITE
Lumentum Holdings
―
▼ 10.52%
3
Close
Nov 19, 2024
PROSF
Prosus
―
▲ 1.77%
3
Close
Nov 14, 2024
NTLA
Intellia Therapeutics
―
▼ 76.69%
7
Close
Nov 14, 2024
ABBV
AbbVie
7.86%
▲ 128.98%
4
Buy
Nov 14, 2024
GILD
Gilead Sciences
5.91%
▲ 52.53%
6
Buy
Aug 16, 2024
MCD
McDonald's
4.14%
▲ 28.78%
2
Buy
May 31, 2024
LULU
Lululemon Athletica
3.34%
▲ 12.12%
6
Buy
May 17, 2024