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Sharsies - New Portfolio

Brad.Rankin

Sharsies
Individual Investor
Ranked #12,568 out of 733,704 TipRanks' Investors
Success Rate
74%
204 out of 276
profitable transactions
Average Return
39.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.25%
6-Month Return▲ 17.80%
12-Month Return▲ 29.16%
YTD Return▲ 6.12%
Total Return▲ 55.68%

Best Trade

Opened at
Closed at-
Gain▲ 670.74%

Bio

Investor with 2 years experience. Investing for the mid-long term view. Architectural Graduate with a Masters, I want to buy a house.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.69%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.99%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.64%
Apr 2024
▲ 9.88%
▲ 3.62%
▲ 0.23%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.69%
▲ 9.22%▲ 9.13%▲ 8.99%
▲ 5.14%▲ 4.57%▲ 7.42%
▼ 1.87%▲ 1.59%▼ 0.54%
▲ 14.08%▲ 5.22%▲ 7.65%
▲ 5.05%▲ 3.27%▲ 2.63%
▼ 12.40%▼ 4.03%▼ 3.64%
▲ 9.88%▲ 3.62%▲ 0.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Rocket Lab USA
6.38%
▼ 1.28%
16
Sell
Dec 25, 2023
Meta Platforms
1.32%
▲ 207.72%
5
Sell
Dec 22, 2023
Alphabet Class A
3.18%
▲ 70.72%
14
Sell
Dec 22, 2023
Bank of America
3.41%
▲ 29.35%
14
Sell
Dec 22, 2023
Advanced Micro Devices
6.79%
▲ 108.45%
13
Sell
Dec 22, 2023
Johnson & Johnson
▼ 1.99%
17
Close
Dec 22, 2023
Simon Property
1.64%
▲ 60.04%
6
Sell
Dec 22, 2023
The Estée Lauder Companies
▼ 32.86%
13
Close
Dec 22, 2023
Nucor
0.97%
▲ 28.06%
7
Sell
Dec 22, 2023
Caterpillar
2.16%
▲ 59.58%
8
Sell
Dec 22, 2023
Oracle
▼ 1.18%
3
Close
Dec 22, 2023
Starbucks
1.43%
▼ 17.64%
8
Buy
Dec 08, 2023
Nvidia
22.37%
▲ 408.27%
8
Buy
Oct 30, 2023
Walt Disney
7.17%
▲ 17.11%
18
Buy
Oct 30, 2023
Tesla
3.22%
▲ 3.45%
15
Buy
Oct 30, 2023
Devon Energy
3.33%
▼ 1.87%
21
Sell
Oct 23, 2023
Liberty Media Liberty Formula One
1.22%
▲ 13.67%
7
Sell
Oct 04, 2023
Apple
5.85%
▲ 28.26%
14
Buy
Oct 01, 2023
CVS Health
1.24%
▼ 32.40%
13
Sell
Oct 01, 2023
ASML Holding
▲ 3.11%
5
Close
Oct 01, 2023