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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #101,103 out of 805,489 TipRanks' Investors
Success Rate
59 out of 95
profitable transactions
profitable transactions
Average Return
24.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.10%
6-Month Return▲ 10.54%
12-Month Return▲ 21.54%
YTD Return▲ 12.15%
Total Return▲ 34.45%
Best Trade
Bio
Long Term Portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.32%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.32%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.37%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.29%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.21%
May 2025
▲ 2.39%
▲ 3.31%
▲ 7.12%
Jun 2025
▲ 25.97%▲ 5.96%▲ 3.32%
▲ 5.10%▼ 2.41%▼ 3.32%
▲ 6.03%▲ 2.69%▲ 6.10%
▼ 12.86%▼ 1.27%▼ 4.25%
▼ 1.80%▼ 5.57%▼ 5.37%
▲ 1.83%▼ 0.87%▼ 0.29%
▲ 12.21%▲ 6.28%▲ 9.21%
▲ 2.39%▲ 3.31%▲ 7.12%
Recent Activity
Kenvue, Inc.
―
▲ 7.58%
3
Sell
Apr 11, 2025
Haleon PLC Sponsored ADR
―
▲ 12.97%
5
Sell
Apr 11, 2025
Shell
6.55%
▲ 24.87%
5
Sell
Apr 11, 2025
Procter & Gamble
―
▲ 150.36%
2
Sell
Apr 11, 2025
NextEra Energy
8.54%
▲ 89.91%
4
Sell
Apr 11, 2025
RTX
2.69%
▲ 167.77%
3
Sell
Apr 11, 2025
HSBC Holdings
―
▲ 26.73%
2
Sell
Apr 11, 2025
GE Aerospace
―
▲ 67.35%
3
Sell
Apr 11, 2025
BlackRock
―
▲ 13.19%
2
Sell
Apr 11, 2025
Kemper
―
▼ 0.83%
2
Close
Apr 11, 2025
Amazon
―
▼ 9.76%
2
Sell
Apr 11, 2025
Energy Transfer
5.75%
▼ 0.34%
3
Sell
Apr 11, 2025
Opera
―
▼ 20.88%
2
Sell
Apr 11, 2025
Ares Capital
―
▼ 10.47%
2
Close
Apr 11, 2025
Kyndryl Holdings Incorporation
―
▼ 16.89%
2
Sell
Apr 11, 2025
Vistra Energy
14.08%
▲ 75.00%
3
Buy
Apr 11, 2025
Capital One Financial
10.34%
▲ 28.72%
3
Buy
Apr 11, 2025
Meta Platforms
19.59%
▲ 24.03%
3
Buy
Apr 03, 2025
Nu Holdings
7.23%
▲ 30.83%
1
Buy
Apr 03, 2025
CME Group
7.36%
▲ 1.45%
1
Buy
Apr 03, 2025