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Alpharetta Fund - New Portfolio

Mick Domas

Alpharetta Fund
Individual Investor
Ranked #42,410 out of 730,641 TipRanks' Investors
Success Rate
71%
247 out of 346
profitable transactions
Average Return
6.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.58%
6-Month Return▲ 17.85%
12-Month Return▲ 15.73%
YTD Return▼ 0.28%
Total Return▲ 16.82%

Best Trade

Opened at
Closed at
Gain▲ 66.52%

Bio

List of stocks that I've researched and like the future of.

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 5.98%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.46%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.06%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.21%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.89%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 7.58%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.98%
▼ 6.45%▼ 2.17%▼ 2.46%
▲ 9.22%▲ 9.13%▲ 10.06%
▲ 5.14%▲ 4.57%▲ 5.21%
▼ 1.87%▲ 1.59%▼ 2.01%
▲ 14.08%▲ 5.22%▲ 4.98%
▲ 5.05%▲ 3.27%▲ 4.89%
▼ 14.47%▼ 2.83%▼ 7.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
4.77%
▲ 8.37%
17
Buy
Feb 05, 2024
Waste Management
▲ 14.85%
2
Close
Feb 05, 2024
Target
11.95%
▲ 19.66%
18
Buy
Feb 05, 2024
Whirlpool
1.18%
▼ 19.35%
3
Buy
Feb 05, 2024
NextEra Energy
1.1%
▲ 7.19%
4
Buy
Feb 05, 2024
Walt Disney
2.49%
▲ 20.35%
5
Buy
Feb 05, 2024
Planet Fitness
0.4%
▼ 10.94%
1
Open
Feb 05, 2024
Roku
0.38%
▼ 35.78%
1
Open
Feb 05, 2024
McDonald's
5.35%
▼ 3.61%
6
Buy
Feb 02, 2024
Visa
▲ 14.78%
4
Close
Feb 02, 2024
UnitedHealth
7.43%
▲ 0.65%
3
Buy
Feb 02, 2024
Duolingo
0.93%
▲ 17.32%
3
Open
Feb 02, 2024
Pfizer
2.75%
▼ 26.87%
7
Buy
Feb 02, 2024
The Estée Lauder Companies
11.67%
▼ 16.92%
11
Buy
Feb 02, 2024
Bristol-Myers Squibb
2.84%
▼ 25.29%
8
Buy
Feb 02, 2024
AT&T
▲ 21.87%
5
Close
Feb 02, 2024
O'Reilly Auto
▲ 13.96%
2
Close
Feb 02, 2024
MongoDB
▲ 14.77%
2
Close
Feb 02, 2024
Palo Alto Networks
▲ 36.21%
2
Close
Feb 02, 2024
Lattice Semiconductor
0.8%
▼ 0.02%
2
Buy
Feb 02, 2024