US Portfolio - New Portfolio

Daniel Carini

US Portfolio
Individual Investor
Ranked #20,311 out of 764,634 TipRanks' Investors
Success Rate
79%
92 out of 117
profitable transactions
Average Return
22.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.23%
6-Month Return▲ 10.44%
12-Month Return▲ 37.46%
YTD Return▲ 23.00%
Total Return▲ 37.75%

Best Trade

Opened at
Closed at-
Gain▲ 112.19%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.17%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.26%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.36%
▲ 11.46%▲ 5.06%▲ 4.39%
▼ 2.25%▲ 3.53%▲ 4.52%
▲ 25.72%▲ 1.21%▼ 2.17%
▼ 4.21%▲ 2.34%▲ 1.53%
▲ 7.82%▲ 2.10%▲ 3.34%
▲ 6.02%▼ 0.89%▼ 0.26%
▼ 2.57%▲ 0.42%▲ 0.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
5.58%
▲ 12.50%
25
Buy
Nov 01, 2024
Home Depot
5.34%
▼ 1.58%
2
Buy
Nov 01, 2024
iShares 0-3 Month Treasury Bond ETF
11.38%
▲ 3.57%
9
Sell
Oct 31, 2024
Wells Fargo
5.87%
▲ 46.66%
15
Sell
Oct 28, 2024
Microsoft
6.82%
▲ 20.34%
17
Sell
Oct 25, 2024
Honeywell International
3.8%
▲ 15.91%
10
Sell
Oct 18, 2024
Morgan Stanley
1.77%
▲ 52.32%
17
Sell
Oct 18, 2024
Walt Disney
5.07%
▲ 8.08%
15
Sell
Oct 17, 2024
Procter & Gamble
▲ 16.61%
11
Close
Oct 14, 2024
Eaton
▲ 14.05%
10
Close
Oct 14, 2024
Apple
5.06%
▲ 20.29%
7
Sell
Oct 09, 2024
Broadcom
4.09%
▲ 80.29%
19
Sell
Oct 09, 2024
Alphabet Class A
5.7%
▲ 21.79%
19
Sell
Sep 25, 2024
Amazon
7.18%
▲ 43.74%
12
Sell
Sep 20, 2024
Abbott Laboratories
2.15%
▲ 11.82%
9
Sell
Sep 17, 2024
Eli Lilly & Co
6.19%
▲ 54.82%
7
Sell
Aug 27, 2024
Costco
5.31%
▲ 61.34%
6
Sell
Jul 10, 2024
RTX
▲ 5.26%
14
Close
May 13, 2024
GE Healthcare Technologies Inc
▲ 17.02%
10
Close
May 13, 2024
Palo Alto Networks
▲ 1.32%
3
Close
Mar 07, 2024