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Ron DIY portfolio - New Portfolio
Ron Bowers
Ron DIY portfolioIndividual Investor
Ranked #79,292 out of 793,101 TipRanks' Investors
Success Rate
97 out of 155
profitable transactions
profitable transactions
Average Return
21.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.80%
6-Month Return▲ 9.79%
12-Month Return▲ 7.30%
YTD Return▲ 9.79%
Total Return▲ 49.04%
Best Trade
Bio
Solid hand of ten solid holdings
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.67%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.29%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.77%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.48%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 11.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.86%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 2.23%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.67%
▲ 2.93%▲ 2.10%▼ 0.29%
▲ 10.00%▼ 0.89%▼ 0.88%
▲ 26.01%▲ 5.96%▲ 1.77%
▲ 5.34%▼ 2.41%▼ 1.48%
▲ 5.88%▲ 2.69%▲ 11.33%
▼ 12.86%▼ 1.27%▲ 0.86%
▲ 7.47%▼ 3.09%▼ 2.23%
Recent Activity
Portillo's
3.39%
▼ 27.68%
23
Buy
Mar 15, 2025
Apple
43.38%
▲ 36.79%
15
Buy
Feb 04, 2025
Alphabet Class A
7.51%
▲ 73.55%
9
Buy
Nov 23, 2024
Norwegian Cruise Line
0.01%
▲ 48.06%
6
Sell
Nov 08, 2024
McDonald's
9.5%
▲ 45.77%
17
Buy
Oct 28, 2024
Costco
12.96%
▲ 127.55%
7
Buy
Oct 11, 2024
CVS Health
0.02%
▲ 17.90%
14
Sell
Sep 28, 2024
Boeing
10.33%
▼ 0.22%
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
7.21%
▲ 55.10%
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
5.69%
▲ 115.71%
1
Open
Jan 23, 2020