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US Core Portfolio - New Portfolio

Paul

US Core Portfolio
Individual Investor
Ranked #115,999 out of 822,855 TipRanks' Investors
Success Rate
68%
83 out of 122
profitable transactions
Average Return
16.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.01%
6-Month Return▲ 10.67%
12-Month Return▲ 5.79%
YTD Return▲ 9.15%
Total Return▲ 48.63%

Best Trade

Opened at
Closed at-
Gain▲ 217.75%

Bio

US Core Equity

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 2.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.45%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.54%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.72%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 1.88%
▲ 0.80%▼ 0.87%▼ 2.03%
▲ 11.63%▲ 6.28%▲ 2.32%
▲ 9.25%▲ 5.14%▲ 2.65%
▲ 7.60%▲ 2.30%▼ 0.45%
▲ 2.76%▲ 2.05%▲ 3.88%
▲ 12.88%▲ 3.56%▲ 1.54%
▲ 0.54%▼ 1.98%▼ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
▼ 5.69%
2
Close
Jun 18, 2025
CME Group
2.7%
▲ 16.75%
5
Open
Jun 18, 2025
EOG Resources
2.7%
▼ 0.78%
3
Open
Jun 18, 2025
Goldman Sachs Group
▼ 1.45%
4
Close
Jun 18, 2025
Nike
2.7%
▼ 2.33%
3
Open
Jun 18, 2025
Qualcomm
2.7%
▲ 0.54%
1
Open
Jun 18, 2025
Mid-America Apartment
2.7%
▼ 8.74%
1
Open
Jun 18, 2025
Philip Morris
2.7%
▼ 10.63%
1
Open
Jun 18, 2025
TJX Companies
2.7%
▲ 14.92%
1
Open
Jun 18, 2025
Enterprise Products Partners
2.7%
▲ 0.69%
1
Open
Jun 18, 2025
Waste Management
2.7%
▼ 5.64%
1
Open
Jun 18, 2025
Medtronic
▲ 4.51%
2
Close
May 23, 2024
Amazon
▲ 24.68%
4
Close
May 23, 2024
Broadcom
2.7%
▲ 92.14%
3
Open
May 23, 2024
Deere
▲ 6.48%
4
Close
May 23, 2024
Chubb
2.7%
▲ 4.82%
5
Open
May 23, 2024
Cisco Systems
2.7%
▲ 20.37%
5
Open
May 23, 2024
United Parcel
▼ 23.44%
2
Close
May 23, 2024
Pfizer
▼ 23.58%
2
Close
May 23, 2024
Norfolk Southern
▲ 8.38%
2
Close
May 23, 2024