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Core & Satellite - New Portfolio
ramier
Core & SatelliteIndividual Investor
Ranked #208,221 out of 729,459 TipRanks' Investors
Success Rate
10 out of 20
profitable transactions
profitable transactions
Average Return
20.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.71%
6-Month Return▲ 33.50%
12-Month Return▲ 62.60%
YTD Return▼ 4.06%
Total Return▲ 36.97%
Best Trade
Bio
Growth at reasonable price stocks.
Core investments have higher reward/risk ratios
Satellites hi-risk hi-chance or derivatives on Core investments
Performance
34.13%0-34.13%
▼ 4.52%
▼ 4.74%
▼ 9.71%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 11.60%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 34.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.96%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.68%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 7.60%
Apr 2024
▼ 4.52%▼ 4.74%▼ 9.71%
▼ 6.45%▼ 2.17%▼ 11.60%
▲ 9.22%▲ 9.13%▲ 34.13%
▲ 5.14%▲ 4.57%▲ 10.38%
▼ 1.87%▲ 1.59%▼ 5.41%
▲ 14.08%▲ 5.22%▲ 7.96%
▲ 5.05%▲ 3.27%▲ 1.68%
▼ 14.65%▼ 4.46%▼ 7.60%