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Ron DIY portfolio - New Portfolio
Ron Bowers
Ron DIY portfolioIndividual Investor
Ranked #161,068 out of 769,002 TipRanks' Investors
Success Rate
86 out of 149
profitable transactions
profitable transactions
Average Return
15.56%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.44%
6-Month Return▲ 0.97%
12-Month Return▼ 6.14%
YTD Return▼ 17.46%
Total Return▲ 32.10%
Best Trade
Bio
Solid hand of ten solid holdings
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.77%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.67%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.31%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 3.00%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.83%
▲ 11.46%▲ 5.06%▼ 1.54%
▼ 2.25%▲ 3.53%▲ 2.32%
▲ 25.72%▲ 1.21%▲ 3.77%
▼ 4.22%▲ 2.34%▲ 0.67%
▲ 7.82%▲ 2.10%▼ 0.29%
▲ 5.70%▼ 0.89%▼ 0.31%
▲ 21.94%▲ 3.81%▼ 3.00%
Recent Activity
Apple
45.39%
▲ 52.63%
12
Buy
Nov 18, 2024
Portillo's
2.23%
▼ 41.25%
21
Buy
Nov 15, 2024
Norwegian Cruise Line
0.01%
▲ 86.34%
6
Sell
Nov 08, 2024
McDonald's
9.38%
▲ 37.11%
17
Buy
Oct 28, 2024
Costco
13.97%
▲ 127.80%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▼ 2.09%
14
Sell
Sep 28, 2024
Boeing
8.63%
▼ 19.43%
37
Buy
Jun 30, 2023
Alphabet Class A
7.72%
▲ 92.68%
8
Buy
Dec 22, 2022
Molson Coors
―
▲ 16.57%
24
Close
Dec 23, 2021
PepsiCo
―
▲ 21.99%
10
Close
Jul 14, 2021
Berkshire Hathaway B
6.82%
▲ 45.22%
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
5.85%
▲ 115.31%
1
Open
Jan 23, 2020