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Fieldquest - New Portfolio

A.Y. Em

Fieldquest
Individual Investor
Ranked #295,617 out of 797,087 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
2.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.80%
6-Month Return▼ 4.52%
12-Month Return▲ 8.48%
YTD Return▲ 3.42%
Total Return▲ 48.59%

Best Trade

Opened at
Closed at-
Gain▲ 61.89%

Bio

Equities Short-Term Swing&Position Fundemental&Technical

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.02%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 5.35%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.16%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 9.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.16%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 7.28%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.85%
▲ 10.00%▼ 0.89%▼ 5.02%
▲ 25.97%▲ 5.96%▼ 5.35%
▲ 5.39%▼ 2.41%▼ 1.16%
▲ 6.04%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 9.43%
▼ 1.80%▼ 5.57%▼ 1.16%
▲ 3.87%▼ 1.56%▼ 7.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
36.51%
▲ 61.89%
1
Open
Jan 06, 2021
Pfizer
34.92%
▼ 14.67%
4
Buy
Jan 06, 2021
Alibaba
6.11%
▼ 14.65%
4
Open
Jan 06, 2021
Kraft Heinz
22.46%
▲ 4.77%
1
Open
Jan 06, 2021
Applied Materials
▲ 44.14%
2
Close
Nov 25, 2020