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Fieldquest - New Portfolio

A.Y. Em

Fieldquest
Individual Investor
Ranked #347,329 out of 775,913 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
0.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.72%
6-Month Return▲ 0.61%
12-Month Return▲ 2.01%
YTD Return▲ 0.31%
Total Return▲ 40.88%

Best Trade

Opened at
Closed at
Gain▲ 44.14%

Bio

Equities Short-Term Swing&Position Fundemental&Technical

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.32%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 9.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.86%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 5.02%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 5.17%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.27%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.04%
▼ 2.25%▲ 3.53%▼ 3.32%
▲ 25.71%▲ 1.21%▲ 9.13%
▼ 4.22%▲ 2.34%▲ 1.19%
▲ 7.82%▲ 2.10%▲ 4.86%
▲ 5.38%▼ 0.89%▼ 5.02%
▲ 43.22%▲ 5.96%▼ 5.17%
▲ 3.34%▼ 1.56%▼ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
31.97%
▲ 38.73%
1
Open
Jan 06, 2021
Pfizer
40.42%
▼ 8.18%
4
Buy
Jan 06, 2021
Alibaba
4.21%
▼ 20.41%
4
Open
Jan 06, 2021
Kraft Heinz
23.4%
▲ 5.70%
1
Open
Jan 06, 2021
Applied Materials
▲ 44.14%
2
Close
Nov 25, 2020