tiprankstipranks

My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #93,215 out of 746,321 TipRanks' Investors
Success Rate
68%
135 out of 200
profitable transactions
Average Return
6.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.48%
6-Month Return▲ 10.36%
12-Month Return▲ 6.87%
YTD Return▲ 10.36%
Total Return▲ 36.30%

Best Trade

Opened at
Closed at
Gain▲ 286.34%

Bio

New to investing and these are the stocks I have,

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.16%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 4.63%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 2.98%
▲ 11.46%▲ 5.06%▲ 0.82%
▼ 2.25%▲ 3.53%▲ 6.16%
▲ 28.20%▲ 3.18%▲ 4.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
0.73%
▼ 3.86%
8
Open
Jun 23, 2024
Fidelity ZERO Large Cap Index Fund
2.69%
▲ 4.56%
6
Open
Jun 23, 2024
MPLX
1.17%
▲ 37.10%
12
Open
Jun 23, 2024
Enterprise Products Partners
3.8%
▲ 26.93%
27
Open
Jun 23, 2024
Microsoft
6.38%
▲ 16.32%
15
Open
Jun 23, 2024
SPDR S&P Dividend ETF
0.67%
▲ 0.05%
12
Open
Jun 23, 2024
Baidu
0.2%
▼ 17.07%
3
Open
Jun 23, 2024
Schwab US Dividend Equity ETF
24.1%
▲ 1.11%
31
Open
Jun 23, 2024
ChargePoint Holdings
0.09%
▼ 45.52%
9
Open
Jun 23, 2024
Avista
1.19%
▼ 12.78%
8
Open
Jun 23, 2024
Alphabet Class A
6.1%
▲ 12.43%
6
Open
Jun 23, 2024
Fidelity 500 Index Fund
2.67%
▲ 4.76%
8
Open
Jun 23, 2024
Fidelity Total Market Index Fund
2.62%
▲ 3.89%
6
Open
Jun 23, 2024
Cisco Systems
0.05%
▲ 17.16%
6
Open
Jun 23, 2024
Amazon
5.98%
▲ 10.90%
7
Open
Jun 23, 2024
Apple
2.8%
▲ 21.27%
15
Open
Jun 23, 2024
Papa John's International
0.45%
▼ 9.50%
7
Open
Jun 23, 2024
Tesla
1.65%
▲ 38.75%
4
Open
Jun 23, 2024
JPMorgan Equity Premium Income ETF
4.82%
▲ 2.89%
7
Open
Jun 23, 2024
Johnson & Johnson
3.15%
▲ 0.08%
1
Open
Jun 23, 2024