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New Portfolio - New Portfolio

Sir Mon E. Bags

New Portfolio
Individual Investor
Ranked #32,377 out of 769,291 TipRanks' Investors
Success Rate
65%
67 out of 103
profitable transactions
Average Return
47.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.38%
6-Month Return▲ 28.72%
12-Month Return▲ 58.04%
YTD Return▲ 40.35%
Total Return▲ 10.68%

Best Trade

Opened at
Closed at-
Gain▲ 652.66%

Bio

dolla dolla billz // stack paper

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.29%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 10.54%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.49%
▲ 11.46%▲ 5.06%▲ 9.93%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 25.72%▲ 1.21%▲ 4.92%
▼ 4.22%▲ 2.34%▲ 0.47%
▲ 7.82%▲ 2.10%▲ 10.29%
▲ 5.70%▼ 0.89%▼ 0.99%
▲ 23.63%▲ 3.84%▲ 10.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barrick Gold
1.98%
▲ 12.52%
2
Buy
Nov 16, 2024
TotalEnergies
2.09%
▲ 23.20%
3
Buy
Nov 01, 2024
Consolidated Water Co
1.8%
▲ 8.58%
2
Buy
Nov 01, 2024
Rio Tinto
1.88%
▲ 10.96%
3
Buy
Sep 07, 2024
Rocket Lab USA
8.9%
▲ 407.52%
5
Buy
Apr 13, 2024
Zoetis
1.49%
▲ 5.42%
1
Open
Mar 22, 2024
Alibaba
1.39%
▲ 21.67%
1
Open
Feb 02, 2024
Ready Capital
▲ 7.13%
3
Close
Dec 26, 2023
Veralto Corporation
▲ 20.14%
3
Close
Dec 26, 2023
Clearway Energy
▲ 9.70%
4
Close
Dec 23, 2023
Archer Daniels Midland
1.16%
▼ 25.82%
2
Buy
Oct 28, 2023
Schwab US Dividend Equity ETF
2.51%
▲ 30.84%
3
Buy
Oct 28, 2023
Honeywell International
1.92%
▲ 26.33%
2
Buy
Oct 28, 2023
NextEra Energy
2.19%
▲ 22.16%
3
Buy
Sep 29, 2023
Medtronic
1.72%
▲ 4.55%
4
Buy
Sep 29, 2023
Brookfield Renewable
2.1%
▲ 10.86%
6
Buy
Sep 29, 2023
Broadmark Realty Capital
▼ 31.21%
8
Close
Jun 08, 2023
Maxar Technologies
▲ 116.96%
5
Close
May 21, 2023
Danaher
1.19%
▲ 12.67%
1
Open
Apr 28, 2023
Digital Realty
2.87%
▲ 76.08%
3
Buy
Apr 14, 2023