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S&P 500 Core - New Portfolio

S&P 500 Core
Individual Investor
Ranked #67,309 out of 822,855 TipRanks' Investors
Success Rate
80%
39 out of 49
profitable transactions
Average Return
38.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.75%
6-Month Return▲ 16.36%
12-Month Return▲ 2.52%
YTD Return▲ 4.19%
Total Return▲ 50.44%

Best Trade

Opened at
Closed at-
Gain▲ 436.76%

Bio

Stock selection is based on quantitative criteria. The universe is the stocks from the S&P 500 Index.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.34%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.80%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.01%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.64%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.20%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 4.53%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 4.34%
▲ 0.80%▼ 0.87%▼ 0.80%
▲ 11.63%▲ 6.28%▲ 5.59%
▲ 9.25%▲ 5.14%▲ 4.66%
▲ 7.60%▲ 2.30%▲ 2.01%
▲ 2.76%▲ 2.05%▲ 0.64%
▲ 12.88%▲ 3.56%▲ 2.20%
▲ 0.54%▼ 1.98%▼ 4.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Oil
▲ 21.68%
2
Close
Nov 21, 2024
Lam Research
▲ 5.71%
2
Close
Apr 28, 2023
Monolithic Power
▼ 4.68%
2
Close
Apr 28, 2023
Autodesk
3.13%
▲ 55.81%
1
Open
Apr 28, 2023
Analog Devices
▲ 2.51%
2
Close
Apr 11, 2023
TJX Companies
▲ 3.93%
2
Close
Apr 11, 2023
Qualcomm
▼ 0.02%
2
Close
Apr 11, 2023
Pioneer Natural
▲ 13.36%
2
Close
Apr 11, 2023
PulteGroup
▲ 5.68%
2
Close
Apr 11, 2023
Pfizer
▲ 3.91%
2
Close
Apr 11, 2023
Merck & Company
▲ 5.20%
2
Close
Apr 11, 2023
Texas Instruments
▲ 1.59%
2
Close
Apr 11, 2023
Home Depot
▲ 4.44%
2
Close
Apr 11, 2023
HCA Healthcare
▲ 6.75%
2
Close
Apr 11, 2023
Diamondback
▲ 12.92%
2
Close
Apr 11, 2023
EOG Resources
▲ 12.27%
2
Close
Apr 11, 2023
Devon Energy
▲ 12.94%
2
Close
Apr 11, 2023
APA
▲ 12.83%
2
Close
Apr 11, 2023
Apple
3.13%
▲ 54.45%
1
Open
Apr 11, 2023
Adobe
3.13%
▼ 9.05%
1
Open
Apr 11, 2023