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Working with TipRanks
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13 SHIVA - New Portfolio
METAMEHTA
13 SHIVAIndividual Investor
Ranked #60,119 out of 732,075 TipRanks' Investors
Success Rate
24 out of 32
profitable transactions
profitable transactions
Average Return
25.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.57%
6-Month Return▲ 32.66%
12-Month Return▲ 48.20%
YTD Return▲ 18.16%
Total Return▲ 43.02%
Best Trade
Bio
A limited portfolio to help me save for a down payment for a home in Kaneohe, Oahu. It is low-risk with very high Sharpe and Sortino ratios. The portfolio is rebalanced every six months to the equal weighting of 25% each.
Performance
17.33%0-17.33%
▼ 6.45%
▼ 2.17%
▼ 2.52%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.74%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.29%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.41%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 17.33%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.91%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 1.66%
May 2024
▼ 6.45%▼ 2.17%▼ 2.52%
▲ 9.22%▲ 9.13%▲ 10.74%
▲ 5.14%▲ 4.57%▲ 6.29%
▼ 1.87%▲ 1.59%▲ 2.41%
▲ 14.08%▲ 5.22%▲ 17.33%
▲ 5.05%▲ 3.27%▲ 5.04%
▼ 12.40%▼ 4.03%▼ 7.91%
▲ 7.64%▲ 1.85%▲ 1.66%