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Ron DIY portfolio - New Portfolio

Ron Bowers

Ron DIY portfolio
Individual Investor
Ranked #87,540 out of 797,226 TipRanks' Investors
Success Rate
61%
94 out of 155
profitable transactions
Average Return
18.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.49%
6-Month Return▲ 4.23%
12-Month Return▲ 9.89%
YTD Return▲ 5.38%
Total Return▲ 43.05%

Best Trade

Opened at
Closed at-
Gain▲ 240.68%

Bio

Solid hand of ten solid holdings

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.48%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 11.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.86%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.61%
Mar 2025
▲ 2.60%
▼ 1.53%
▼ 0.58%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.29%
▲ 10.00%▼ 0.89%▼ 0.88%
▲ 25.97%▲ 5.96%▲ 1.77%
▲ 5.39%▼ 2.41%▼ 1.48%
▲ 6.01%▲ 2.69%▲ 11.33%
▼ 12.86%▼ 1.27%▲ 0.86%
▼ 1.80%▼ 5.57%▼ 5.61%
▲ 2.60%▼ 1.53%▼ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Portillo's
2.85%
▼ 40.50%
23
Buy
Mar 15, 2025
Apple
42.23%
▲ 30.23%
15
Buy
Feb 04, 2025
Alphabet Class A
7.36%
▲ 66.23%
9
Buy
Nov 23, 2024
Norwegian Cruise Line
0.01%
▲ 24.80%
6
Sell
Nov 08, 2024
McDonald's
10.07%
▲ 51.09%
17
Buy
Oct 28, 2024
Costco
14.01%
▲ 140.45%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▲ 14.46%
14
Sell
Sep 28, 2024
Boeing
10.65%
▲ 0.55%
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
7.45%
▲ 55.99%
6
Sell
Dec 23, 2020
Bed Bath & Beyond
▲ 66.56%
4
Close
Jul 16, 2020
Kraft Heinz
▲ 3.96%
8
Close
May 26, 2020
Amazon
5.37%
▲ 99.20%
1
Open
Jan 23, 2020