FAMA - New Portfolio

FM

FAMA
Individual Investor
Ranked #301,478 out of 762,027 TipRanks' Investors
Success Rate
55%
226 out of 410
profitable transactions
Average Return
2.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.24%
6-Month Return▲ 2.85%
12-Month Return▲ 18.55%
YTD Return▲ 0.63%
Total Return▼ 18.80%

Best Trade

Opened at
Closed at-
Gain▲ 98.54%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 6.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.57%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.07%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.26%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 4.98%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 4.47%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 0.55%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 6.68%
▼ 12.40%▼ 4.03%▼ 10.57%
▲ 11.46%▲ 5.06%▲ 3.41%
▼ 2.25%▲ 3.53%▼ 2.07%
▲ 25.72%▲ 1.21%▲ 3.26%
▼ 4.21%▲ 2.34%▼ 4.98%
▲ 7.81%▲ 2.10%▲ 4.47%
▲ 8.83%▲ 1.50%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
13.98%
▼ 2.98%
56
Buy
Oct 15, 2024
Medtronic
▲ 11.84%
3
Close
Oct 15, 2024
Walt Disney
5.89%
▼ 6.36%
48
Sell
Sep 27, 2024
Bristol-Myers Squibb
2.23%
▲ 15.12%
5
Buy
Sep 27, 2024
United Parcel
6.33%
▲ 6.18%
9
Buy
Sep 26, 2024
Cisco Systems
8.59%
▲ 18.91%
8
Buy
May 25, 2024
Johnson & Johnson
5.38%
▲ 12.58%
4
Buy
Apr 16, 2024
CVS Health
▲ 7.07%
15
Close
Mar 07, 2024
PayPal Holdings
6.79%
▲ 0.08%
26
Buy
Feb 14, 2024
Alibaba
7.63%
▲ 42.44%
8
Buy
Feb 01, 2024
Apple
7.66%
▲ 67.04%
5
Sell
Jan 14, 2024
Target
7.31%
▲ 0.41%
23
Sell
Dec 16, 2023
SPDR S&P 500 ETF Trust
▲ 7.98%
4
Close
Nov 28, 2023
SoFi Technologies
▲ 18.84%
31
Close
Oct 05, 2023
Berkshire Hathaway B
▲ 28.90%
7
Close
Sep 25, 2023
Vertex Pharmaceuticals
▲ 55.07%
3
Close
Sep 25, 2023
Microsoft
10.91%
▲ 64.17%
8
Buy
Sep 25, 2023
Applied Materials
▲ 57.59%
8
Close
Sep 25, 2023
Alphabet Class C
6.15%
▲ 75.84%
7
Buy
Sep 25, 2023
Intel
3.18%
▼ 29.16%
45
Buy
Sep 21, 2023