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US Core Portfolio
- New Portfolio
Performance
Portfolio Details
Paul
US Core Portfolio
Individual Investor
Ranked #65,113 out of 610,515 TipRanks' Investors
Success Rate
64%
35 out of 55
profitable transactions
Average Return
6.80%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.19%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 3.11%
Total Return
▲ 9.46%
Best Trade
Asset
Broadcom (AVGO)
Opened at
Oct 11, 2022
Closed at
-
Gain
▲ 40.76%
Bio
US Core Equity
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.27%
0
-21.27%
Jul 2022
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
TipRanks Average
S&P 500
Investor Portfolio
▲ 12.28%
▲ 9.21%
―
▼ 5.22%
▼ 4.08%
―
▼ 14.21%
▼ 9.24%
―
▼ 2.92%
▲ 8.13%
▲ 6.87%
▲ 6.27%
▲ 5.56%
▲ 4.93%
▼ 11.62%
▼ 5.76%
▼ 5.33%
▲ 21.27%
▲ 6.29%
▲ 4.31%
▲ 3.55%
▲ 0.82%
▼ 1.15%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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LHX
L3Harris Technologies
―
▼ 6.73%
2
Close
Jan 31, 2023
META
Meta Platforms
―
▲ 15.89%
2
Close
Jan 31, 2023
NEE
NextEra Energy
―
▼ 1.34%
2
Close
Jan 31, 2023
PCAR
Paccar
―
▲ 26.62%
2
Close
Jan 31, 2023
PXD
Pioneer Natural
―
▼ 4.18%
2
Close
Jan 31, 2023
TT
Trane Technologies
―
▲ 22.05%
2
Close
Jan 31, 2023
GOOGL
Alphabet Class A
―
▲ 1.71%
2
Close
Jan 31, 2023
ALL
Allstate
―
▼ 2.76%
2
Close
Jan 31, 2023
AMGN
Amgen
2.78%
▲ 3.88%
3
Open
Jan 31, 2023
AMZN
Amazon
―
▼ 8.09%
2
Close
Jan 31, 2023
BAC
Bank of America
―
▲ 19.88%
2
Close
Jan 31, 2023
EW
Edwards Lifesciences
―
▼ 6.63%
2
Close
Jan 31, 2023
CMG
Chipotle
―
▲ 10.42%
2
Close
Jan 31, 2023
COST
Costco
―
▲ 8.48%
2
Close
Jan 31, 2023
DE
Deere
―
▲ 16.70%
2
Close
Jan 31, 2023
EOG
EOG Resources
―
▲ 10.41%
2
Close
Jan 31, 2023
RJF
Raymond James Financial
2.78%
▲ 1.06%
3
Open
Jan 31, 2023
CMCSA
Comcast
2.78%
▲ 0.41%
1
Open
Jan 31, 2023
PG
Procter & Gamble
2.78%
▼ 0.69%
1
Open
Jan 31, 2023
GIS
General Mills
2.78%
▼ 1.51%
1
Open
Jan 31, 2023
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