tiprankstipranks

New Portfolio - New Portfolio

Tarheel_roli

New Portfolio
Individual Investor
Ranked #387,366 out of 775,923 TipRanks' Investors
Success Rate
45%
72 out of 160
profitable transactions
Average Return
8.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.42%
6-Month Return▲ 14.14%
12-Month Return▲ 7.21%
YTD Return▲ 7.10%
Total Return▲ 17.86%

Best Trade

Opened at
Closed at-
Gain▲ 408.65%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.46%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.83%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 3.01%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▼ 1.46%
▲ 25.71%▲ 1.21%▲ 3.62%
▼ 4.22%▲ 2.34%▼ 1.51%
▲ 7.82%▲ 2.10%▲ 5.46%
▲ 5.38%▼ 0.89%▼ 1.83%
▲ 43.22%▲ 5.96%▲ 6.09%
▲ 3.34%▼ 1.56%▲ 3.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Regeneron
4.52%
▲ 8.41%
3
Buy
Dec 17, 2024
Oatly Group
0.08%
▼ 72.55%
4
Close
Dec 17, 2024
AbCellera Biologics
▼ 89.55%
4
Close
Dec 17, 2024
Nextera Energy Partners
▼ 70.39%
5
Close
Dec 17, 2024
Enphase Energy
▼ 67.37%
2
Close
Dec 17, 2024
Embraer SA
3.46%
▼ 4.07%
2
Buy
Dec 17, 2024
Elbit Systems
1.36%
▼ 0.24%
1
Open
Dec 17, 2024
Garmin
▲ 88.70%
2
Close
Nov 22, 2024
Vertiv Holdings
▲ 44.85%
2
Close
Nov 22, 2024
Lumentum Holdings
▼ 10.52%
3
Close
Nov 19, 2024
Prosus
▲ 1.77%
3
Close
Nov 14, 2024
Intellia Therapeutics
▼ 76.69%
7
Close
Nov 14, 2024
AbbVie
7.13%
▲ 97.09%
4
Buy
Nov 14, 2024
Gilead Sciences
5.19%
▲ 31.45%
6
Buy
Aug 16, 2024
McDonald's
4.15%
▲ 23.66%
2
Buy
May 31, 2024
Lululemon Athletica
3.69%
▲ 18.51%
6
Buy
May 17, 2024
Kyndryl Holdings Incorporation
3.58%
▲ 72.16%
2
Buy
May 07, 2024
Tesla
▲ 39.06%
11
Close
Apr 08, 2024
Coca-Cola
4.65%
▲ 8.67%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
3.35%
▲ 13.61%
1
Open
Jan 28, 2024