My Stocks - New Portfolio

Carl M Quirico

My Stocks
Individual Investor
Ranked #119,033 out of 767,968 TipRanks' Investors
Success Rate
66%
132 out of 200
profitable transactions
Average Return
7.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.49%
6-Month Return▲ 16.44%
12-Month Return▲ 21.10%
YTD Return▲ 21.10%
Total Return▲ 49.56%

Best Trade

Opened at
Closed at
Gain▲ 286.34%

Bio

New to investing and these are the stocks I have,

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.98%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.82%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.16%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.27%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 0.90%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 3.46%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.98%
▲ 11.46%▲ 5.06%▲ 0.82%
▼ 2.25%▲ 3.53%▲ 6.16%
▲ 25.72%▲ 1.21%▲ 5.89%
▼ 4.22%▲ 2.34%▼ 0.38%
▲ 7.82%▲ 2.10%▲ 4.27%
▲ 5.72%▼ 0.89%▲ 0.90%
▲ 19.24%▲ 3.01%▲ 3.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
0.82%
▼ 0.70%
8
Open
Jun 23, 2024
Fidelity ZERO Large Cap Index Fund
2.72%
▲ 5.60%
6
Open
Jun 23, 2024
MPLX
1.26%
▲ 38.52%
12
Open
Jun 23, 2024
Enterprise Products Partners
3.86%
▲ 27.27%
27
Open
Jun 23, 2024
Microsoft
5.7%
▲ 15.67%
15
Open
Jun 23, 2024
SPDR S&P Dividend ETF
0.68%
▲ 0.77%
12
Open
Jun 23, 2024
Baidu
0.17%
▼ 21.90%
3
Open
Jun 23, 2024
Schwab US Dividend Equity ETF
24.62%
▲ 1.40%
31
Open
Jun 23, 2024
ChargePoint Holdings
0.04%
▼ 55.05%
9
Open
Jun 23, 2024
Avista
1.18%
▼ 11.77%
8
Open
Jun 23, 2024
Alphabet Class A
5.53%
▲ 10.89%
6
Open
Jun 23, 2024
Fidelity 500 Index Fund
2.68%
▲ 5.40%
8
Open
Jun 23, 2024
Fidelity Total Market Index Fund
2.64%
▲ 4.97%
6
Open
Jun 23, 2024
Cisco Systems
0.06%
▲ 21.64%
6
Open
Jun 23, 2024
Amazon
6.07%
▲ 12.72%
7
Open
Jun 23, 2024
Apple
2.59%
▲ 20.97%
15
Open
Jun 23, 2024
Papa John's International
0.46%
▼ 7.08%
7
Open
Jun 23, 2024
Tesla
1.99%
▲ 51.18%
4
Open
Jun 23, 2024
JPMorgan Equity Premium Income ETF
4.82%
▲ 4.04%
7
Open
Jun 23, 2024
Johnson & Johnson
3.1%
▲ 4.06%
1
Open
Jun 23, 2024