Fieldquest - New Portfolio

A.Y. Em

Fieldquest
Individual Investor
Ranked #307,024 out of 760,200 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
6.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return▲ 17.96%
12-Month Return▲ 13.96%
YTD Return▲ 15.23%
Total Return▲ 61.82%

Best Trade

Opened at
Closed at-
Gain▲ 53.44%

Bio

Equities Short-Term Swing&Position Fundemental&Technical

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.09%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.32%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 9.13%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 4.86%
Sep 2024
▲ 0.81%
▼ 1.04%
▲ 0.07%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.09%
▼ 12.40%▼ 4.03%▼ 1.33%
▲ 11.46%▲ 5.06%▲ 5.04%
▼ 2.25%▲ 3.53%▼ 3.32%
▲ 25.72%▲ 1.21%▲ 9.13%
▼ 4.21%▲ 2.34%▲ 1.19%
▲ 7.81%▲ 2.10%▲ 4.86%
▲ 0.81%▼ 1.04%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
31.21%
▲ 53.44%
1
Open
Jan 06, 2021
Pfizer
40.63%
▼ 3.15%
4
Buy
Jan 06, 2021
Alibaba
4.84%
▼ 16.26%
4
Open
Jan 06, 2021
Kraft Heinz
23.33%
▲ 20.04%
1
Open
Jan 06, 2021
Applied Materials
▲ 44.14%
2
Close
Nov 25, 2020