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New Portfolio - New Portfolio

angelo

New Portfolio
Individual Investor
Ranked #73,272 out of 775,923 TipRanks' Investors
Success Rate
66%
72 out of 110
profitable transactions
Average Return
19.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.80%
6-Month Return▲ 2.97%
12-Month Return▲ 26.40%
YTD Return▲ 26.50%
Total Return▲ 50.55%

Best Trade

Opened at
Closed at-
Gain▲ 427.70%

Bio

Quality investing

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.72%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.40%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.93%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.33%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.47%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.43%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.85%
▼ 2.25%▲ 3.53%▲ 3.72%
▲ 25.71%▲ 1.21%▼ 1.40%
▼ 4.22%▲ 2.34%▲ 3.69%
▲ 7.82%▲ 2.10%▲ 1.93%
▲ 5.38%▼ 0.89%▼ 1.33%
▲ 43.22%▲ 5.96%▲ 3.47%
▲ 3.34%▼ 1.56%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Philip Morris
7.42%
▲ 21.86%
8
Buy
Dec 05, 2024
Nvidia
6.43%
▲ 72.37%
12
Buy
Dec 05, 2024
Apple
1.19%
▲ 26.25%
6
Sell
Dec 05, 2024
Alphabet Class A
▲ 14.77%
5
Close
Nov 21, 2024
Paycom
0.59%
▼ 11.17%
4
Open
Nov 21, 2024
Fortinet
0.73%
▲ 5.83%
8
Open
Nov 18, 2024
Eli Lilly & Co
▲ 2.63%
3
Close
Nov 18, 2024
The Hershey Company
▼ 17.67%
4
Close
Oct 22, 2024
Meta Platforms
3.04%
▲ 3.00%
9
Buy
Oct 01, 2024
British American Tobacco
2.77%
▲ 10.56%
3
Buy
Oct 01, 2024
Arista Networks
2.11%
▲ 47.90%
2
Buy
Aug 15, 2024
Crocs
▲ 6.51%
7
Close
Aug 01, 2024
Cadence Design
▲ 4.39%
3
Close
Jul 29, 2024
Chipotle
▲ 37.12%
5
Close
Jul 24, 2024
Automatic Data Processing
1.07%
▲ 31.63%
4
Sell
Jun 27, 2024
Mastercard
7.54%
▲ 48.05%
2
Sell
Jun 14, 2024
PayPal Holdings
▼ 41.68%
5
Close
Jun 12, 2024
Invesco QQQ Trust
▲ 5.20%
2
Close
Jun 12, 2024
Old Dominion Freight
▲ 6.70%
6
Close
Apr 29, 2024
Unilever
2.46%
▲ 19.85%
3
Buy
Apr 29, 2024