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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #84,402 out of 793,835 TipRanks' Investors
Success Rate
125 out of 197
profitable transactions
profitable transactions
Average Return
14.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.69%
6-Month Return▼ 2.84%
12-Month Return▲ 2.32%
YTD Return▼ 0.96%
Total Return▲ 22.67%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 6.25%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.45%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 4.69%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.04%
▲ 10.00%▼ 0.89%▼ 1.53%
▲ 26.01%▲ 5.96%▲ 6.27%
▲ 5.33%▼ 2.41%▼ 6.25%
▲ 5.89%▲ 2.69%▲ 4.39%
▼ 12.86%▼ 1.27%▼ 0.45%
▲ 1.87%▼ 6.20%▼ 4.69%
Recent Activity
SPDR S&P 500 ETF Trust
2.49%
0.00%
1
Open
Mar 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
2.33%
0.00%
1
Open
Mar 28, 2025
Snowflake
2.03%
0.00%
1
Open
Mar 28, 2025
Flagstar Financial
2.45%
▼ 20.05%
4
Buy
Jan 29, 2025
Verizon
11.09%
▲ 20.33%
5
Buy
Jan 29, 2025
SoFi Select 500 ETF
7.76%
▲ 45.32%
9
Sell
Jan 29, 2025
Target
0%
▼ 35.15%
3
Sell
Jan 29, 2025
Uber Technologies
0%
▲ 87.44%
7
Sell
Jan 29, 2025
Corning
0%
▲ 11.91%
3
Sell
Jan 29, 2025
Nvidia
0%
▲ 8.33%
3
Sell
Jan 29, 2025
Eaton
4.92%
▼ 5.60%
3
Sell
Jan 25, 2025
Walt Disney
5.72%
▼ 18.92%
8
Buy
Aug 07, 2024
CrowdStrike Holdings
6.41%
▲ 73.64%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
3.76%
▼ 5.25%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
Pfizer
2.83%
▼ 2.91%
2
Buy
Mar 12, 2024
PayPal Holdings
5.85%
▼ 33.91%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 0.99%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 8.38%
5
Sell
Jan 26, 2024