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New Portfolio - New Portfolio
Quality Outs
New PortfolioIndividual Investor
Ranked #199,869 out of 757,492 TipRanks' Investors
Success Rate
53 out of 107
profitable transactions
profitable transactions
Average Return
19.39%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.81%
6-Month Return▲ 8.63%
12-Month Return▲ 33.84%
YTD Return▲ 22.41%
Total Return▲ 35.18%
Best Trade
Bio
1. Buy good businesses. High return on capital and cash return to shareholders.
2. Margin of safety: FCF Yield > 10-year treasury + risk premium.
3. Seeking either (a) superior capital compounders or (b) great businesses in crappy industries.
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.08%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.75%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.71%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.92%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.32%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.91%
Sep 2024
▲ 14.08%▲ 5.22%▲ 7.49%
▲ 5.05%▲ 3.27%▲ 4.08%
▼ 12.40%▼ 4.03%▼ 5.75%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▲ 1.71%
▲ 25.76%▲ 1.21%▲ 6.92%
▼ 4.21%▲ 2.34%▲ 0.32%
▲ 2.65%▼ 0.40%▲ 0.91%
Recent Activity
The Toro Company
7.54%
▼ 11.71%
13
Buy
Oct 13, 2021
Cummins
9.44%
▲ 46.19%
6
Buy
Oct 13, 2021
Organon
3.52%
▼ 26.05%
9
Buy
Oct 13, 2021
Meta Platforms
12.04%
▲ 67.63%
8
Buy
Oct 13, 2021
Jackson Financial Incorporation
33.12%
▲ 286.01%
4
Buy
Oct 13, 2021
Emerging Markets Internet & Ecommerce ETF
―
▲ 3.79%
8
Close
Oct 13, 2021
Fidelity National Financial
8.14%
▲ 58.31%
12
Buy
Oct 12, 2021
Mastercard
―
▼ 4.85%
3
Close
Oct 12, 2021
Valero Energy
5.81%
▲ 117.29%
2
Buy
Oct 11, 2021
Compass Minerals International
0.42%
▼ 82.65%
3
Buy
Oct 11, 2021
Becton Dickinson
―
▼ 4.52%
7
Close
Oct 11, 2021
Edwards Lifesciences
―
▼ 6.31%
3
Close
Oct 11, 2021
A. O. Smith Corporation
―
▼ 6.02%
5
Close
Oct 11, 2021
Agility Shares Managed Risk ETF
―
▼ 3.06%
5
Close
Oct 11, 2021
Vanguard FTSE Developed Markets ETF
―
▼ 4.02%
4
Close
Oct 11, 2021
Royal Gold
―
▼ 15.91%
8
Close
Oct 10, 2021
Broadridge Financial Solutions
―
▲ 0.68%
9
Close
Sep 17, 2021
Starbucks
―
▼ 3.69%
10
Close
Sep 17, 2021
Schwab International Index Fund - Select Shares
―
▲ 1.93%
2
Close
Sep 13, 2021
Tyler Technologies
―
▲ 2.01%
3
Close
Aug 30, 2021