Portfolio One - New Portfolio

ali karim

Portfolio One
Individual Investor
Ranked #144,628 out of 765,277 TipRanks' Investors
Success Rate
58%
105 out of 181
profitable transactions
Average Return
14.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.21%
6-Month Return▲ 33.56%
12-Month Return▲ 59.64%
YTD Return▲ 35.94%
Total Return▲ 181.50%

Best Trade

Opened at
Closed at
Gain▲ 490.55%

Bio

This is my retirement investment account.

Performance

26.64%0-26.64%
▼ 12.40%
▼ 4.03%
▼ 7.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 26.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.88%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.90%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.10%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 1.17%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.99%
▲ 11.46%▲ 5.06%▲ 26.64%
▼ 2.25%▲ 3.53%▲ 4.61%
▲ 25.72%▲ 1.21%▲ 0.88%
▼ 4.21%▲ 2.34%▲ 5.23%
▲ 7.82%▲ 2.10%▲ 3.90%
▲ 6.02%▼ 0.89%▲ 1.10%
▲ 12.58%▲ 1.42%▲ 1.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 12.02%
6
Close
Jun 06, 2024
Fresh Del Monte Produce
10%
▲ 7.77%
8
Open
Jun 06, 2024
Norwegian Cruise Line
10%
▲ 47.05%
3
Open
Jun 06, 2024
Starbucks
10%
▲ 14.45%
3
Open
Jun 06, 2024
Walmart
10%
▲ 21.45%
5
Open
Jun 06, 2024
AMC Entertainment
10%
▼ 24.18%
1
Open
Jun 06, 2024
Kyndryl Holdings Incorporation
▲ 138.40%
2
Close
Jun 06, 2024
Sempra Energy
▼ 4.07%
2
Close
Jun 06, 2024
Vanguard S&P 500 ETF
▲ 30.97%
2
Close
Jun 06, 2024
Fidelity Contra Fund
▲ 42.13%
2
Close
Jun 06, 2024
iShares Core S&P 500 ETF
▲ 6.01%
2
Close
Jun 06, 2024
Walt Disney
10%
▼ 4.53%
1
Open
Jun 06, 2024
Hilton Worldwide Holdings
10%
▲ 17.22%
1
Open
Jun 06, 2024
Restaurant Brands International
10%
▼ 2.43%
1
Open
Jun 06, 2024
Nike
10%
▼ 18.17%
1
Open
Jun 06, 2024
ASOS plc
▼ 60.56%
2
Close
May 27, 2024
Roku
▼ 13.37%
2
Close
May 26, 2024
Beyond Meat
▼ 81.76%
2
Close
May 26, 2024
Nikola
▼ 92.16%
2
Close
May 26, 2024
Koss
▼ 46.59%
2
Close
May 26, 2024