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Portfolio TS - New Portfolio

D0CE74D9

Portfolio TS
Individual Investor
Ranked #213,959 out of 807,773 TipRanks' Investors
Success Rate
61%
182 out of 301
profitable transactions
Average Return
8.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.28%
6-Month Return▲ 8.25%
12-Month Return▲ 9.84%
YTD Return▲ 6.80%
Total Return▲ 22.29%

Best Trade

Opened at
Closed at
Gain▲ 100.36%

Bio

The investment aims at long-term capital growth. I invest primarily in equity securities of US companies that I consider to have an attractive valuation.The portfolio is diversified by sector.

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.72%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.98%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.49%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.22%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 1.24%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.72%
▲ 6.03%▲ 2.69%▲ 4.02%
▼ 12.86%▼ 1.27%▼ 0.50%
▼ 1.80%▼ 5.57%▼ 2.98%
▲ 1.84%▼ 0.87%▼ 1.49%
▲ 12.20%▲ 6.28%▲ 3.33%
▲ 6.24%▲ 5.14%▲ 3.22%
▲ 3.68%▲ 0.93%▲ 1.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
3.77%
▲ 5.73%
1
Open
Jan 08, 2025
Chipotle
0.7%
▼ 3.31%
1
Open
Jan 08, 2025
Domino's Pizza
17.51%
▲ 13.45%
1
Open
Jan 08, 2025
Texas Roadhouse
11.82%
▲ 4.09%
1
Open
Jan 08, 2025
ETFMG Prime Cyber Security ETF
0.21%
▲ 33.38%
17
Sell
Jan 02, 2025
Brookfield Wealth Solutions
0.16%
▲ 52.17%
13
Sell
Jan 02, 2025
Nvidia
0.41%
▲ 51.32%
6
Sell
Jan 02, 2025
VanEck Energy Income ETF
0.24%
▲ 21.82%
4
Sell
Jan 02, 2025
Deere
1.29%
▲ 41.23%
4
Sell
Jan 02, 2025
GlaxoSmithKline
▼ 18.72%
7
Close
Jan 02, 2025
AT&T
0.07%
▲ 50.34%
9
Sell
Jan 02, 2025
International Paper Co
0.13%
▲ 21.00%
4
Sell
Jan 02, 2025
Coinbase Global
▲ 6.03%
32
Close
Dec 30, 2024
Universal Display
▼ 22.20%
5
Close
Dec 30, 2024
International Business Machines
▲ 47.03%
14
Close
Dec 16, 2024
Robert Half
0.11%
▼ 23.73%
13
Sell
Dec 01, 2024
iShares U.S. Financials ETF
1.52%
▲ 32.14%
7
Buy
Dec 01, 2024
iShares Russell 2000 ETF
2.79%
▼ 7.56%
1
Open
Dec 01, 2024
Vanguard Industrials ETF
3.59%
▲ 3.94%
1
Open
Dec 01, 2024
iShares TIPS Bond ETF
2.47%
▲ 4.48%
7
Sell
Nov 29, 2024