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Alpharetta Fund
- New Portfolio
Performance
Portfolio Details
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
Asset
Marvell (MRVL)
Opened at
May 04, 2023
Closed at
May 26, 2023
Gain
▲ 66.52%
Bio
List of stocks that I've researched and like the future of.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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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TSLA
Tesla
4.77%
▲ 8.37%
17
Buy
Feb 05, 2024
WM
Waste Management
―
▲ 14.85%
2
Close
Feb 05, 2024
TGT
Target
11.95%
▲ 19.66%
18
Buy
Feb 05, 2024
WHR
Whirlpool
1.18%
▼ 19.35%
3
Buy
Feb 05, 2024
NEE
NextEra Energy
1.1%
▲ 7.19%
4
Buy
Feb 05, 2024
DIS
Walt Disney
2.49%
▲ 20.35%
5
Buy
Feb 05, 2024
PLNT
Planet Fitness
0.4%
▼ 10.94%
1
Open
Feb 05, 2024
ROKU
Roku
0.38%
▼ 35.78%
1
Open
Feb 05, 2024
MCD
McDonald's
5.35%
▼ 3.61%
6
Buy
Feb 02, 2024
V
Visa
―
▲ 14.78%
4
Close
Feb 02, 2024
UNH
UnitedHealth
7.43%
▲ 0.65%
3
Buy
Feb 02, 2024
DUOL
Duolingo
0.93%
▲ 17.32%
3
Open
Feb 02, 2024
PFE
Pfizer
2.75%
▼ 26.87%
7
Buy
Feb 02, 2024
EL
The Estée Lauder Companies
11.67%
▼ 16.92%
11
Buy
Feb 02, 2024
BMY
Bristol-Myers Squibb
2.84%
▼ 25.29%
8
Buy
Feb 02, 2024
T
AT&T
―
▲ 21.87%
5
Close
Feb 02, 2024
ORLY
O'Reilly Auto
―
▲ 13.96%
2
Close
Feb 02, 2024
MDB
MongoDB
―
▲ 14.77%
2
Close
Feb 02, 2024
PANW
Palo Alto Networks
―
▲ 36.21%
2
Close
Feb 02, 2024
LSCC
Lattice Semiconductor
0.8%
▼ 0.02%
2
Buy
Feb 02, 2024
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