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Portfolio One - New Portfolio

ali karim

Portfolio One
Individual Investor
Ranked #125,256 out of 747,498 TipRanks' Investors
Success Rate
58%
105 out of 181
profitable transactions
Average Return
14.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.29%
6-Month Return▲ 30.96%
12-Month Return▲ 21.09%
YTD Return▲ 22.83%
Total Return▲ 154.36%

Best Trade

Opened at
Closed at
Gain▲ 490.55%

Bio

This is my retirement investment account.

Performance

26.64%0-26.64%
▲ 5.14%
▲ 4.57%
▲ 13.14%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 26.64%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.61%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.94%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 13.14%
▼ 1.87%▲ 1.59%▼ 6.17%
▲ 14.08%▲ 5.22%▲ 2.03%
▲ 5.05%▲ 3.27%▲ 3.26%
▼ 12.40%▼ 4.03%▼ 7.99%
▲ 11.46%▲ 5.06%▲ 26.64%
▼ 2.25%▲ 3.53%▲ 4.61%
▲ 25.65%▲ 0.88%▲ 1.94%

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%
▼ 3.30%
8
Open
Jun 06, 2024
Norwegian Cruise Line
10%
▲ 29.77%
3
Open
Jun 06, 2024
Starbucks
10%
▲ 3.15%
3
Open
Jun 06, 2024
Walmart
10%
▲ 14.92%
5
Open
Jun 06, 2024
AMC Entertainment
10%
▼ 13.47%
1
Open
Jun 06, 2024
Kyndryl Holdings Incorporation
▲ 138.40%
2
Close
Jun 06, 2024
Sempra Energy
▼ 4.06%
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%
▼ 5.40%
1
Open
Jun 06, 2024
Hilton Worldwide Holdings
10%
▲ 8.96%
1
Open
Jun 06, 2024
Restaurant Brands International
10%
▲ 3.22%
1
Open
Jun 06, 2024
Nike
10%
▼ 24.05%
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