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Current Holdings - New Portfolio

PerformancePortfolio Details

rmarlb1234@gmail.com

Current Holdings
Individual Investor
Ranked #114,985 out of 775,913 TipRanks' Investors
Success Rate
62%
121 out of 195
profitable transactions
Average Return
15.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.86%
6-Month Return▲ 5.26%
12-Month Return▲ 0.68%
YTD Return▲ 0.12%
Total Return▲ 24.73%

Best Trade

AssetUnum Group (UNM)
Opened at
Closed at-
Gain▲ 423.25%

Bio

This portfolio represents the entirety of my holdings.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.54%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.04%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.40%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.27%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.71%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.18%
▼ 2.25%▲ 3.53%▼ 1.90%
▲ 25.71%▲ 1.21%▲ 1.54%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 2.04%
▲ 5.38%▼ 0.89%▼ 1.40%
▲ 43.22%▲ 5.96%▲ 6.27%
▲ 3.34%▼ 1.56%▼ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DIS
Walt Disney
5.7%
▼ 7.38%
8
Buy
Aug 07, 2024
NVDA
Nvidia
5.28%
▲ 33.04%
2
Buy
Aug 07, 2024
UBER
Uber Technologies
3.81%
▲ 56.47%
6
Buy
Aug 05, 2024
GLW
Corning
2.78%
▲ 14.79%
2
Buy
Jul 30, 2024
ETN
Eaton
7.95%
▲ 16.00%
2
Buy
Jul 30, 2024
CRWD
CrowdStrike Holdings
5.68%
▲ 76.16%
2
Buy
Jul 19, 2024
CANOQ
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
SLB
Schlumberger
2.88%
▼ 17.77%
4
Buy
May 23, 2024
PXD
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
FLG
Flagstar Financial
1.59%
▼ 48.33%
3
Buy
Mar 26, 2024
PFE
Pfizer
2.58%
▼ 0.13%
2
Buy
Mar 12, 2024
PYPL
PayPal Holdings
6.82%
▼ 11.61%
7
Buy
Feb 08, 2024
ROK
Rockwell Automation
0%
▲ 12.66%
2
Sell
Feb 02, 2024
CVS
CVS Health
0%
▼ 40.22%
5
Sell
Jan 26, 2024
HUM
Humana
0%
▼ 39.97%
2
Sell
Jan 26, 2024
NKE
Nike
0%
▼ 21.95%
3
Sell
Dec 21, 2023
CLF
Cleveland-Cliffs
0%
▼ 50.25%
4
Sell
Dec 21, 2023
ORCL
Oracle
0%
▲ 65.67%
2
Sell
Dec 14, 2023
VZ
Verizon
7.51%
▲ 5.35%
4
Buy
Sep 18, 2023
AMD
Advanced Micro Devices
0%
▲ 32.89%
5
Sell
Jun 05, 2023