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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #84,551 out of 767,992 TipRanks' Investors
Success Rate
126 out of 195
profitable transactions
profitable transactions
Average Return
17.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.44%
6-Month Return▲ 4.73%
12-Month Return▲ 6.82%
YTD Return▲ 2.75%
Total Return▲ 28.01%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 1.40%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 2.81%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.73%
▲ 11.46%▲ 5.06%▲ 2.18%
▼ 2.25%▲ 3.53%▼ 1.90%
▲ 25.72%▲ 1.21%▲ 1.56%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 5.72%▼ 0.89%▼ 1.40%
▲ 19.60%▲ 3.01%▲ 2.81%
Recent Activity
Walt Disney
5.67%
▼ 5.63%
8
Buy
Aug 07, 2024
Nvidia
5.38%
▲ 40.22%
2
Buy
Aug 07, 2024
Uber Technologies
4.22%
▲ 88.73%
6
Buy
Aug 05, 2024
Corning
2.68%
▲ 12.80%
2
Buy
Jul 30, 2024
Eaton
8.26%
▲ 23.16%
2
Buy
Jul 30, 2024
CrowdStrike Holdings
5.26%
▲ 63.74%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
3.34%
▼ 3.60%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
Flagstar Financial
1.87%
▼ 39.19%
3
Buy
Mar 26, 2024
Pfizer
2.4%
▼ 6.04%
2
Buy
Mar 12, 2024
PayPal Holdings
6.54%
▼ 12.93%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 10.73%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 28.32%
5
Sell
Jan 26, 2024
Humana
0%
▼ 33.03%
2
Sell
Jan 26, 2024
Nike
0%
▼ 22.63%
3
Sell
Dec 21, 2023
Cleveland-Cliffs
0%
▼ 41.45%
4
Sell
Dec 21, 2023
Oracle
0%
▲ 79.42%
2
Sell
Dec 14, 2023
Verizon
7.78%
▲ 9.89%
4
Buy
Sep 18, 2023
Advanced Micro Devices
0%
▲ 50.39%
5
Sell
Jun 05, 2023