SUCCESS STOCKS - New Portfolio

Ricardo samia

SUCCESS STOCKS
Individual Investor
Ranked #121,837 out of 756,064 TipRanks' Investors
Success Rate
74%
20 out of 27
profitable transactions
Average Return
11.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.08%
6-Month Return▼ 4.34%
12-Month Return▲ 9.74%
YTD Return▲ 5.73%
Total Return▲ 9.79%

Best Trade

Opened at
Closed at-
Gain▲ 172.74%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.92%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.88%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.70%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.60%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 4.03%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.90%
Aug 2024
▼ 6.56%
▼ 3.06%
▼ 5.87%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.92%
▲ 5.05%▲ 3.27%▲ 2.88%
▼ 12.40%▼ 4.03%▼ 3.70%
▲ 11.46%▲ 5.06%▲ 9.60%
▼ 2.25%▲ 3.53%▲ 1.83%
▲ 25.76%▲ 1.21%▼ 4.03%
▼ 4.21%▲ 2.34%▼ 3.90%
▼ 6.56%▼ 3.06%▼ 5.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
6.25%
▲ 16.19%
1
Open
Apr 15, 2024
Arbor Realty
6.25%
▲ 16.00%
1
Open
Apr 11, 2024
Berkshire Hathaway B
▲ 4.16%
2
Close
Jan 03, 2024
JPMorgan Chase & Co.
▲ 15.46%
2
Close
Jan 03, 2024
Eli Lilly & Co
▲ 12.51%
2
Close
Jan 03, 2024
Zoetis
▲ 6.96%
2
Close
Jan 03, 2024
PTC
▲ 18.08%
2
Close
Jan 03, 2024
ACELYRIN, INC.
▼ 71.68%
2
Close
Jan 03, 2024
Agilent
▲ 10.76%
2
Close
Jan 03, 2024
3M
▲ 10.38%
2
Close
Jan 03, 2024
Stanley Black & Decker
▲ 6.82%
2
Close
Jan 03, 2024
Builders Firstsource
▲ 20.00%
2
Close
Jan 03, 2024
Shopify
▲ 33.17%
2
Close
Jan 03, 2024
Fireweed Zinc
6.25%
▼ 30.18%
1
Open
Aug 22, 2023
Crescent Energy Company Class A
6.25%
▼ 20.25%
1
Open
Aug 22, 2023
Nvidia
6.25%
▲ 136.78%
1
Open
Aug 22, 2023
Apple
6.25%
▲ 25.82%
1
Open
Aug 20, 2023
Advanced Micro Devices
6.25%
▲ 31.99%
1
Open
Aug 20, 2023
Microsoft
6.25%
▲ 29.65%
1
Open
Aug 20, 2023
Agenus
6.25%
▼ 80.77%
1
Open
Aug 20, 2023