New Portfolio - New Portfolio

RCMA

New Portfolio
Individual Investor
Ranked #128,932 out of 748,626 TipRanks' Investors
Success Rate
62%
48 out of 77
profitable transactions
Average Return
8.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.92%
6-Month Return▲ 4.08%
12-Month Return▲ 10.62%
YTD Return▲ 1.36%
Total Return▲ 15.07%

Best Trade

Opened at
Closed at-
Gain▲ 58.85%

Bio

Balance and diversity

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 8.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.15%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.05%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 1.70%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.67%
▼ 1.87%▲ 1.59%▼ 3.16%
▲ 14.08%▲ 5.22%▲ 6.07%
▲ 5.05%▲ 3.27%▲ 5.03%
▼ 12.40%▼ 4.03%▼ 6.39%
▲ 11.46%▲ 5.06%▲ 2.15%
▼ 2.25%▲ 3.53%▼ 0.05%
▲ 24.77%▼ 1.07%▼ 1.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sociedad Quimica Y Minera SA
▼ 39.32%
4
Close
Jul 25, 2024
Palo Alto Networks
▲ 34.05%
3
Close
Jul 25, 2024
Advanced Micro Devices
1.86%
0.00%
1
Open
Jul 25, 2024
Amazon
3.03%
▼ 2.40%
3
Buy
Jun 12, 2024
Best Buy Co
2.32%
▲ 8.95%
2
Buy
Jun 12, 2024
Honeywell International
4.04%
▲ 2.01%
2
Buy
Jun 12, 2024
Abbott Laboratories
3.15%
▲ 1.14%
2
Buy
Jun 12, 2024
Vanguard Growth ETF
1.2%
▼ 0.50%
2
Buy
Jun 12, 2024
The Estée Lauder Companies
1.34%
▼ 18.81%
2
Buy
May 30, 2024
Uber Technologies
4.28%
▲ 51.57%
4
Sell
May 21, 2024
JPMorgan Chase & Co.
5.64%
▲ 47.40%
4
Sell
May 21, 2024
BNP Paribas
4.68%
▲ 16.73%
3
Sell
May 21, 2024
GE Healthcare Technologies Inc
3.48%
▲ 2.70%
3
Buy
May 02, 2024
Cleveland-Cliffs
▲ 26.18%
3
Close
Apr 19, 2024
Boeing
▼ 19.75%
3
Close
Apr 17, 2024
Target
3.96%
▲ 13.10%
3
Sell
Apr 17, 2024
Simon Property
8.11%
▲ 34.39%
3
Sell
Apr 17, 2024
Starbucks
1.97%
▼ 5.48%
4
Open
Apr 17, 2024
Qualcomm
▲ 41.14%
3
Close
Apr 17, 2024
New Fortress Energy
▲ 3.42%
3
Close
Apr 17, 2024