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FY 20427 Equities Trust - New Portfolio
cmartinmb1
FY 20427 Equities TrustIndividual Investor
Ranked #124,555 out of 812,655 TipRanks' Investors
Success Rate
58 out of 95
profitable transactions
profitable transactions
Average Return
25.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.69%
6-Month Return▲ 6.93%
12-Month Return▲ 21.34%
YTD Return▲ 13.13%
Total Return▲ 35.62%
Best Trade
Bio
Long Term Portfolio
Performance
27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 6.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.29%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.88%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.38%
Jul 2025
▲ 5.17%
▲ 0.61%
▼ 2.13%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.07%
▼ 12.86%▼ 1.27%▼ 4.25%
▼ 1.80%▼ 5.57%▼ 5.37%
▲ 1.84%▼ 0.87%▼ 0.29%
▲ 12.20%▲ 6.28%▲ 9.21%
▲ 6.24%▲ 5.14%▲ 7.88%
▲ 27.91%▲ 2.30%▲ 2.38%
▲ 5.17%▲ 0.61%▼ 2.13%
Recent Activity
Kenvue, Inc.
―
▲ 7.58%
3
Sell
Apr 11, 2025
Haleon PLC Sponsored ADR
―
▲ 12.97%
5
Sell
Apr 11, 2025
Shell
6.51%
▲ 25.13%
5
Sell
Apr 11, 2025
Procter & Gamble
―
▲ 150.36%
2
Sell
Apr 11, 2025
NextEra Energy
8.62%
▲ 93.81%
4
Sell
Apr 11, 2025
RTX
2.89%
▲ 190.54%
3
Sell
Apr 11, 2025
HSBC Holdings
―
▲ 26.73%
2
Sell
Apr 11, 2025
GE Aerospace
―
▲ 67.35%
3
Close
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
5.36%
▼ 4.99%
3
Sell
Apr 11, 2025
Opera
―
▼ 20.88%
2
Close
Apr 11, 2025
Ares Capital
―
▼ 10.47%
2
Close
Apr 11, 2025
Kyndryl Holdings Incorporation
―
▼ 16.89%
2
Sell
Apr 11, 2025
Vistra Energy
14.62%
▲ 83.90%
3
Buy
Apr 11, 2025
Capital One Financial
10.11%
▲ 27.34%
3
Buy
Apr 11, 2025
Meta Platforms
20.43%
▲ 27.76%
3
Buy
Apr 03, 2025
Nu Holdings
6.36%
▲ 16.46%
1
Buy
Apr 03, 2025
CME Group
7.62%
▲ 6.25%
1
Buy
Apr 03, 2025