Individual - TOD - New Portfolio

Vivek Sharma

Individual - TOD
Individual Investor
Ranked #46,681 out of 748,626 TipRanks' Investors
Success Rate
69%
1025 out of 1490
profitable transactions
Average Return
15.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.73%
6-Month Return▲ 10.46%
12-Month Return▲ 18.01%
YTD Return▲ 11.25%
Total Return▲ 21.61%

Best Trade

Opened at
Closed at-
Gain▲ 205.68%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 6.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.35%
▼ 1.87%▲ 1.59%▲ 0.22%
▲ 14.08%▲ 5.22%▲ 6.05%
▲ 5.05%▲ 3.27%▲ 3.40%
▼ 12.40%▼ 4.03%▼ 3.95%
▲ 11.46%▲ 5.06%▲ 3.12%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 24.77%▼ 1.07%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
0.2%
▼ 6.05%
11
Close
Oct 25, 2023
Activision Blizzard
▲ 4.56%
13
Close
Oct 20, 2023
Celsius Holdings
0.05%
▼ 7.89%
7
Sell
Sep 30, 2023
Monolithic Power
0.57%
▲ 51.74%
10
Buy
Sep 28, 2023
Vertiv Holdings
0.23%
▲ 173.12%
9
Buy
Sep 28, 2023
Starbucks
0.14%
▼ 25.86%
7
Buy
Sep 28, 2023
Rivian Automotive
0.06%
▼ 34.60%
6
Buy
Sep 28, 2023
RH
0.13%
▼ 28.13%
7
Buy
Sep 28, 2023
KKR & Co
0.29%
▲ 94.63%
5
Buy
Sep 28, 2023
Cognizant
0.22%
▲ 7.26%
6
Buy
Sep 28, 2023
SAP AG
0.34%
▲ 52.36%
9
Buy
Sep 28, 2023
Pentair
0.33%
▲ 28.49%
6
Buy
Sep 28, 2023
Gen Digital
0.3%
▲ 31.20%
7
Buy
Sep 28, 2023
Coca-Cola Europacific Partners
0.26%
▲ 12.69%
6
Buy
Sep 28, 2023
National Grid Transco
0.29%
▼ 3.49%
8
Buy
Sep 28, 2023
Freeport-McMoRan
0.37%
▲ 7.94%
11
Buy
Sep 28, 2023
Cintas
0.73%
▲ 51.45%
8
Buy
Sep 28, 2023
O'Reilly Auto
0.46%
▲ 15.97%
8
Buy
Sep 28, 2023
CDW
0.46%
▲ 19.29%
8
Buy
Sep 28, 2023
Elevance Health
0.49%
▲ 14.47%
9
Buy
Sep 28, 2023