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New Portfolio
- New Portfolio
Performance
Portfolio Details
Sir Mon E. Bags
New Portfolio
Individual Investor
Ranked #69,549 out of 775,923 TipRanks' Investors
Success Rate
55%
59 out of 107
profitable transactions
Average Return
42.26%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.42%
6-Month Return
▲ 21.61%
12-Month Return
▲ 34.32%
YTD Return
▲ 33.54%
Total Return
▲ 5.31%
Best Trade
Asset
Rocket Lab USA (RKLB)
Opened at
Apr 15, 2024
Closed at
-
Gain
▲ 604.53%
Bio
dolla dolla billz // stack paper
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.92%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 10.29%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.98%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 13.50%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 7.35%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 9.93%
▼ 2.25%
▲ 3.53%
▲ 0.35%
▲ 25.71%
▲ 1.21%
▲ 4.92%
▼ 4.22%
▲ 2.34%
▲ 0.47%
▲ 7.82%
▲ 2.10%
▲ 10.29%
▲ 5.38%
▼ 0.89%
▼ 0.98%
▲ 43.22%
▲ 5.96%
▲ 13.50%
▲ 3.34%
▼ 1.56%
▼ 7.35%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MT
ArcelorMittal
―
▼ 6.27%
6
Close
Dec 21, 2024
GMRE
Global Medical REIT
―
▼ 17.12%
6
Close
Dec 21, 2024
LAND
Gladstone Land
―
▼ 41.00%
6
Close
Dec 21, 2024
ADM
Archer Daniels Midland
―
▼ 29.59%
4
Close
Dec 21, 2024
RIO
Rio Tinto
2.56%
▲ 3.99%
4
Buy
Dec 20, 2024
SCHD
Schwab US Dividend Equity ETF
3.09%
▲ 24.36%
4
Buy
Dec 20, 2024
DHR
Danaher
1.99%
▲ 9.55%
2
Buy
Dec 20, 2024
TTE
TotalEnergies
2.83%
▲ 8.34%
4
Buy
Dec 14, 2024
AMAT
Applied Materials
2.57%
▲ 31.51%
3
Buy
Dec 14, 2024
CRSP
Crispr Therapeutics AG
2.49%
▼ 7.96%
1
Open
Dec 14, 2024
OMC
Omnicom Group
2.32%
▼ 1.45%
1
Open
Dec 14, 2024
GOLD
Barrick Gold
1.75%
▼ 3.45%
2
Buy
Nov 16, 2024
CWCO
Consolidated Water Co
1.74%
▲ 3.13%
2
Buy
Nov 01, 2024
RKLB
Rocket Lab USA
9.97%
▲ 463.23%
5
Buy
Apr 13, 2024
ZTS
Zoetis
1.44%
▼ 1.66%
1
Open
Mar 22, 2024
BABA
Alibaba
1.43%
▲ 16.97%
1
Open
Feb 02, 2024
RC
Ready Capital
―
▲ 7.13%
3
Close
Dec 26, 2023
VLTO
Veralto Corporation
―
▲ 20.14%
3
Close
Dec 26, 2023
CWEN
Clearway Energy
―
▲ 9.70%
4
Close
Dec 23, 2023
HON
Honeywell International
1.99%
▲ 27.57%
2
Buy
Oct 28, 2023
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