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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #358,425 out of 793,835 TipRanks' Investors
Success Rate
77 out of 171
profitable transactions
profitable transactions
Average Return
7.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.18%
6-Month Return▲ 10.37%
12-Month Return▲ 17.80%
YTD Return▲ 4.94%
Total Return▲ 23.04%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.98%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.08%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 2.47%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 7.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.37%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.18%
Mar 2025
▼ 13.14%▲ 2.34%▼ 1.51%
▲ 2.93%▲ 2.10%▲ 5.46%
▲ 10.00%▼ 0.89%▼ 1.98%
▲ 26.01%▲ 5.96%▲ 6.08%
▲ 5.33%▼ 2.41%▲ 2.47%
▲ 5.89%▲ 2.69%▲ 7.06%
▼ 12.86%▼ 1.27%▲ 3.37%
▲ 3.73%▼ 4.27%▼ 5.18%
Recent Activity
Sprinklr
―
▲ 20.15%
2
Close
Mar 12, 2025
Marubeni
2.32%
▲ 6.57%
1
Open
Mar 08, 2025
Itochu
2.99%
▲ 6.18%
1
Open
Mar 08, 2025
Mitsui & Co
2.95%
▲ 7.60%
1
Open
Mar 08, 2025
ANTA Sports Products
1.01%
▼ 8.16%
1
Open
Mar 08, 2025
Regeneron
6.88%
▼ 2.81%
4
Buy
Mar 03, 2025
Lumentum Holdings
2.69%
▼ 8.59%
4
Open
Mar 03, 2025
Broadcom
―
▲ 322.12%
9
Close
Feb 25, 2025
Deckers Outdoor
2.29%
▼ 21.87%
1
Open
Feb 25, 2025
Procore Technologies
0.82%
▼ 18.32%
1
Open
Jan 28, 2025
RTX
1.62%
▲ 5.28%
1
Open
Jan 21, 2025
Coca-Cola
7.08%
▲ 22.84%
6
Buy
Jan 06, 2025
Qualcomm
3.76%
▲ 18.65%
2
Buy
Dec 23, 2024
Oatly Group
0.07%
▼ 76.95%
4
Close
Dec 17, 2024
AbCellera Biologics
―
▼ 89.55%
4
Close
Dec 17, 2024
XPLR Infrastructure
―
▼ 70.39%
5
Close
Dec 17, 2024
Enphase Energy
―
▼ 67.37%
2
Close
Dec 17, 2024
Embraer SA
4.61%
▲ 22.80%
2
Buy
Dec 17, 2024
Elbit Systems
2.12%
▲ 50.07%
1
Open
Dec 17, 2024
Garmin
―
▲ 88.70%
2
Close
Nov 22, 2024