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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #423,076 out of 769,002 TipRanks' Investors
Success Rate
68 out of 156
profitable transactions
profitable transactions
Average Return
1.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.12%
6-Month Return▲ 2.66%
12-Month Return▲ 9.34%
YTD Return▲ 0.12%
Total Return▲ 10.18%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.51%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.46%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.96%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.31%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▼ 1.46%
▲ 25.72%▲ 1.21%▲ 3.62%
▼ 4.22%▲ 2.34%▼ 1.51%
▲ 7.82%▲ 2.10%▲ 5.46%
▲ 5.70%▼ 0.89%▼ 1.96%
▲ 23.63%▲ 3.84%▲ 2.31%
Recent Activity
Lumentum Holdings
―
▼ 10.52%
3
Close
Nov 19, 2024
Prosus
―
▲ 1.77%
3
Close
Nov 14, 2024
Regeneron
3.71%
▲ 22.00%
2
Buy
Nov 14, 2024
Intellia Therapeutics
―
▼ 76.69%
7
Close
Nov 14, 2024
AbbVie
7.78%
▲ 88.32%
4
Buy
Nov 14, 2024
Embraer SA
2.45%
▼ 1.83%
1
Open
Nov 14, 2024
Gilead Sciences
5.62%
▲ 25.77%
6
Buy
Aug 16, 2024
McDonald's
4.57%
▲ 22.18%
2
Buy
May 31, 2024
Lululemon Athletica
3.42%
▼ 3.70%
6
Buy
May 17, 2024
Vertiv Holdings
2.28%
▲ 42.15%
1
Open
May 17, 2024
Kyndryl Holdings Incorporation
3.76%
▲ 42.33%
2
Buy
May 07, 2024
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024
Coca-Cola
5.29%
▲ 9.43%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
3.93%
▲ 22.21%
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
0.43%
▼ 71.82%
1
Open
Apr 17, 2023
Nextera Energy Partners
0.77%
▼ 72.79%
4
Buy
Mar 29, 2023