Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
Top ETFs by Upside
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Ideas
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Economic Indicators
Inflation Rate
Unemployment Rate
Class Actions
Tools
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Screeners
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Dividends
My Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Experts
Portfolio
News
Enterprise Solutions
Education
Personal Finance
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Advertise with Us
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
More
Plans
TOOLS
News
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Ideas
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Tools
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Screeners
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Dividends
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
More
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us
Log Out
New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Asset
Broadcom (AVGO)
Opened at
Jul 07, 2021
Closed at
-
Gain
▲ 408.65%
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
REGN
Regeneron
4.52%
▲ 8.41%
3
Buy
Dec 17, 2024
OTLY
Oatly Group
0.08%
▼ 72.55%
4
Close
Dec 17, 2024
ABCL
AbCellera Biologics
―
▼ 89.55%
4
Close
Dec 17, 2024
NEP
Nextera Energy Partners
―
▼ 70.39%
5
Close
Dec 17, 2024
ENPH
Enphase Energy
―
▼ 67.37%
2
Close
Dec 17, 2024
ERJ
Embraer SA
3.46%
▼ 4.07%
2
Buy
Dec 17, 2024
ESLT
Elbit Systems
1.36%
▼ 0.24%
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
7.13%
▲ 97.09%
4
Buy
Nov 14, 2024
GILD
Gilead Sciences
5.19%
▲ 31.45%
6
Buy
Aug 16, 2024
MCD
McDonald's
4.15%
▲ 23.66%
2
Buy
May 31, 2024
LULU
Lululemon Athletica
3.69%
▲ 18.51%
6
Buy
May 17, 2024
KD
Kyndryl Holdings Incorporation
3.58%
▲ 72.16%
2
Buy
May 07, 2024
TSLA
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024
KO
Coca-Cola
4.65%
▲ 8.67%
5
Buy
Jan 29, 2024
KSPI
Kaspi.kz JSC Sponsored ADR RegS
3.35%
▲ 13.61%
1
Open
Jan 28, 2024
You need to enable JavaScript to run this app.