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Current Holdings - New Portfolio
rmarlb1234@gmail.com
Current HoldingsIndividual Investor
Ranked #86,089 out of 753,381 TipRanks' Investors
Success Rate
123 out of 195
profitable transactions
profitable transactions
Average Return
14.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.12%
6-Month Return▲ 7.27%
12-Month Return▼ 2.38%
YTD Return▼ 0.75%
Total Return▲ 23.66%
Best Trade
Bio
This portfolio represents the entirety of my holdings.
Performance
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 3.29%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.18%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.56%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 2.06%
Aug 2024
▼ 1.87%▲ 1.59%▼ 3.29%
▲ 14.08%▲ 5.22%▼ 2.03%
▲ 5.05%▲ 3.27%▲ 1.57%
▼ 12.40%▼ 4.03%▼ 0.73%
▲ 11.46%▲ 5.06%▲ 2.18%
▼ 2.25%▲ 3.53%▼ 1.90%
▲ 25.76%▲ 1.21%▲ 1.56%
▼ 2.89%▲ 2.06%▲ 2.06%
Recent Activity
Walt Disney
4.84%
▼ 25.74%
8
Buy
Aug 07, 2024
Nvidia
5.32%
▲ 27.76%
2
Buy
Aug 07, 2024
Uber Technologies
4.89%
▲ 91.43%
6
Buy
Aug 05, 2024
Corning
2.59%
▲ 0.48%
2
Buy
Jul 30, 2024
Eaton
7.41%
▲ 2.63%
2
Buy
Jul 30, 2024
CrowdStrike Holdings
4.47%
▲ 32.04%
2
Buy
Jul 19, 2024
Cano Health
―
▼ 99.91%
9
Close
Jun 28, 2024
Schlumberger
3.71%
▲ 0.08%
4
Buy
May 23, 2024
Pioneer Natural
―
▲ 84.14%
7
Close
May 02, 2024
NY Community
2.09%
▼ 35.66%
3
Buy
Mar 26, 2024
Pfizer
2.97%
▲ 7.82%
2
Buy
Mar 12, 2024
PayPal Holdings
5.9%
▼ 27.26%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▲ 4.86%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 21.70%
5
Sell
Jan 26, 2024
Humana
0%
▼ 14.51%
2
Sell
Jan 26, 2024
Nike
0%
▼ 15.55%
3
Sell
Dec 21, 2023
Cleveland-Cliffs
0%
▼ 29.62%
4
Sell
Dec 21, 2023
Oracle
0%
▲ 35.61%
2
Sell
Dec 14, 2023
Verizon
8.14%
▲ 8.73%
4
Buy
Sep 18, 2023
Advanced Micro Devices
0%
▲ 72.77%
5
Sell
Jun 05, 2023