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PCRA Custodial - New Portfolio

Econocat

PCRA Custodial
Individual Investor
Ranked #223,179 out of 730,199 TipRanks' Investors
Success Rate
54%
142 out of 261
profitable transactions
Average Return
2.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.80%
6-Month Return-
12-Month Return-
YTD Return▲ 3.17%
Total Return▲ 14.08%

Best Trade

Opened at
Closed at
Gain▲ 174.50%

Bio

Thematic-based portfolio. Themes for 2024: -AI -Weight loss drugs -Eldercare -Govt infrastructure spending -Banks -Fintech -Defense -Biotech -Insurance

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
Sep 2023
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 10.58%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.61%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 7.77%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 10.58%
▼ 1.87%▲ 1.59%▲ 0.81%
▲ 14.08%▲ 5.22%▲ 8.14%
▲ 5.05%▲ 3.27%▲ 2.61%
▼ 18.13%▼ 3.38%▼ 7.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Applied Materials
▲ 28.48%
4
Sell
Apr 24, 2024
Cadence Design
▲ 3.91%
4
Close
Apr 24, 2024
Salesforce
▲ 4.25%
3
Close
Apr 24, 2024
S&P Global
▼ 4.43%
4
Sell
Apr 24, 2024
Recursion Pharmaceuticals
0.87%
▼ 46.71%
4
Buy
Apr 24, 2024
SPDR Gold Shares
▲ 1.83%
4
Close
Apr 24, 2024
Tuttle Capital Short Innovation ETF
▼ 3.77%
2
Close
Apr 24, 2024
Barrick Gold
▲ 0.66%
2
Close
Apr 24, 2024
VanEck Gold Miners ETF
▲ 0.43%
2
Sell
Apr 24, 2024
Newmont Mining
▼ 0.21%
2
Sell
Apr 24, 2024
Rocket Companies
▼ 4.92%
4
Sell
Apr 23, 2024
Marvell
0.6%
▲ 8.46%
5
Sell
Apr 23, 2024
Microsoft
0.88%
▲ 6.82%
3
Buy
Apr 23, 2024
Meta Platforms
1.46%
▲ 14.61%
5
Buy
Apr 23, 2024
Micron
2.84%
▲ 20.70%
7
Buy
Apr 23, 2024
Arch Capital Group
▲ 12.75%
4
Close
Apr 23, 2024
iShares 20+ Year Treasury Bond ETF
▼ 0.10%
4
Sell
Apr 23, 2024
GE Vernova Inc.
0.33%
▲ 4.41%
4
Sell
Apr 23, 2024
Energy Select Sector SPDR Fund
▼ 1.27%
3
Sell
Apr 23, 2024
DXP Enterprises
▼ 9.28%
2
Sell
Apr 23, 2024