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Mike - New Portfolio

Mike

Mike
Individual Investor
Ranked #84,685 out of 793,835 TipRanks' Investors
Success Rate
57%
120 out of 212
profitable transactions
Average Return
27.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.19%
6-Month Return▲ 0.34%
12-Month Return▲ 7.29%
YTD Return▼ 2.58%
Total Return▲ 80.11%

Best Trade

Opened at
Closed at-
Gain▲ 764.97%

Bio

Longterm retirement portfolio.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.07%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.39%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.92%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.35%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.31%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.19%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.07%
▲ 2.93%▲ 2.10%▲ 1.39%
▲ 10.00%▼ 0.89%▼ 0.69%
▲ 26.01%▲ 5.96%▲ 7.92%
▲ 5.33%▼ 2.41%▼ 4.35%
▲ 5.89%▲ 2.69%▲ 1.99%
▼ 12.86%▼ 1.27%▼ 0.31%
▲ 3.73%▼ 4.27%▼ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
3.79%
▲ 45.62%
5
Buy
Feb 04, 2025
MPLX
3.1%
▲ 15.24%
2
Buy
Feb 04, 2025
Meta Platforms
1.23%
▼ 18.03%
1
Open
Feb 04, 2025
RTX
0.88%
▲ 3.13%
1
Open
Feb 04, 2025
Apple
1.92%
▲ 73.78%
9
Open
Feb 03, 2025
Intuit
▲ 25.31%
4
Close
Jan 30, 2025
GE Aerospace
1.78%
▲ 59.48%
2
Buy
Jan 30, 2025
PayPal Holdings
▼ 57.35%
2
Close
Nov 21, 2024
TSMC
1.1%
▼ 11.85%
1
Open
Nov 14, 2024
Procter & Gamble
3.85%
▲ 31.94%
5
Sell
Nov 08, 2024
Ares Capital
▲ 15.93%
3
Close
Sep 17, 2024
Encore Wire
▲ 48.54%
2
Close
Jul 03, 2024
Stoneco
▼ 28.05%
2
Close
Jun 12, 2024
General Motors
0.17%
▲ 7.98%
5
Open
May 07, 2024
CVS Health
▼ 20.31%
6
Close
May 06, 2024
Intel
▼ 30.67%
3
Close
May 06, 2024
Coca-Cola
▲ 0.70%
2
Close
May 06, 2024
Chevron
▼ 4.42%
3
Close
May 06, 2024
Cardinal Health
▼ 6.92%
2
Close
May 06, 2024
GE Vernova Inc.
0.61%
▲ 79.24%
1
Open
May 06, 2024