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Ron DIY portfolio - New Portfolio
Ron Bowers
Ron DIY portfolioIndividual Investor
Ranked #91,541 out of 747,498 TipRanks' Investors
Success Rate
84 out of 139
profitable transactions
profitable transactions
Average Return
16.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.67%
6-Month Return▼ 8.86%
12-Month Return▼ 12.57%
YTD Return▼ 17.65%
Total Return▲ 31.80%
Best Trade
Bio
Solid hand of ten solid holdings
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.35%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.32%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.50%
Jul 2024
▲ 5.14%▲ 4.57%▲ 9.84%
▼ 1.87%▲ 1.59%▼ 10.27%
▲ 14.08%▲ 5.22%▲ 0.80%
▲ 5.05%▲ 3.27%▼ 1.35%
▼ 12.40%▼ 4.03%▼ 8.83%
▲ 11.46%▲ 5.06%▼ 1.54%
▼ 2.25%▲ 3.53%▲ 2.32%
▲ 25.65%▲ 0.88%▲ 0.50%
Recent Activity
Apple
42.52%
▲ 65.86%
9
Buy
Feb 03, 2024
McDonald's
8.28%
▲ 25.75%
15
Buy
Feb 03, 2024
Portillo's
1.56%
▼ 50.16%
18
Buy
Feb 03, 2024
Boeing
11.53%
▼ 0.90%
37
Buy
Jun 30, 2023
CVS Health
1.92%
▲ 0.37%
12
Buy
May 26, 2023
Alphabet Class A
9.07%
▲ 94.27%
8
Buy
Dec 22, 2022
Norwegian Cruise Line
1.87%
▲ 40.69%
5
Buy
Jul 23, 2022
Costco
10.72%
▲ 160.70%
5
Sell
Mar 02, 2022
Molson Coors
―
▲ 16.57%
24
Close
Dec 23, 2021
PepsiCo
―
▲ 21.99%
10
Close
Jul 14, 2021
Berkshire Hathaway B
6.75%
▲ 39.26%
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
5.77%
▲ 94.35%
1
Open
Jan 23, 2020