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Ron DIY portfolio - New Portfolio

Ron Bowers

Ron DIY portfolio
Individual Investor
Ranked #53,467 out of 788,370 TipRanks' Investors
Success Rate
68%
105 out of 154
profitable transactions
Average Return
25.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.03%
6-Month Return▲ 12.39%
12-Month Return▲ 7.40%
YTD Return▲ 12.64%
Total Return▲ 52.23%

Best Trade

Opened at
Closed at-
Gain▲ 260.35%

Bio

Solid hand of ten solid holdings

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.67%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.91%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 11.47%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.05%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.77%
▼ 13.14%▲ 2.34%▲ 0.67%
▲ 2.93%▲ 2.10%▼ 0.29%
▲ 9.99%▼ 0.89%▼ 0.88%
▲ 26.03%▲ 5.96%▲ 1.77%
▲ 5.97%▼ 2.41%▼ 1.91%
▲ 5.25%▲ 2.69%▲ 11.47%
▼ 9.08%▲ 1.42%▲ 1.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
45.28%
▲ 52.17%
15
Buy
Feb 04, 2025
Portillo's
3.32%
▼ 23.44%
22
Buy
Feb 04, 2025
Alphabet Class A
7.55%
▲ 85.73%
9
Buy
Nov 23, 2024
Norwegian Cruise Line
0.01%
▲ 72.53%
6
Sell
Nov 08, 2024
McDonald's
8.89%
▲ 44.53%
17
Buy
Oct 28, 2024
Costco
13.59%
▲ 154.34%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▲ 10.76%
14
Sell
Sep 28, 2024
Boeing
9.49%
▼ 2.29%
37
Buy
Jun 30, 2023
Molson Coors
▲ 16.57%
24
Close
Dec 23, 2021
PepsiCo
▲ 21.99%
10
Close
Jul 14, 2021
Berkshire Hathaway B
6.16%
▲ 46.94%
6
Sell
Dec 23, 2020
Bed Bath & Beyond
▲ 66.56%
4
Close
Jul 16, 2020
Kraft Heinz
▲ 3.95%
8
Close
May 26, 2020
Amazon
5.69%
▲ 129.84%
1
Open
Jan 23, 2020