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New Portfolio - New Portfolio
Mike
New PortfolioIndividual Investor
Ranked #138,433 out of 800,751 TipRanks' Investors
Success Rate
64 out of 114
profitable transactions
profitable transactions
Average Return
21.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.44%
6-Month Return▲ 8.37%
12-Month Return▲ 5.91%
YTD Return▲ 13.13%
Total Return▲ 73.78%
Best Trade
Bio
balanced
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 6.11%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.93%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.65%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 7.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.09%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.24%
Apr 2025
▲ 9.77%
▲ 4.43%
▲ 4.40%
May 2025
▲ 9.99%▼ 0.89%▼ 6.11%
▲ 25.97%▲ 5.96%▲ 6.93%
▲ 5.42%▼ 2.41%▼ 5.65%
▲ 6.01%▲ 2.69%▲ 7.39%
▼ 12.86%▼ 1.27%▼ 1.22%
▼ 1.80%▼ 5.57%▼ 0.09%
▲ 1.76%▼ 0.87%▲ 2.24%
▲ 9.77%▲ 4.43%▲ 4.40%
Recent Activity
Berkshire Hathaway B
7.56%
▲ 10.29%
4
Buy
May 20, 2025
Microsoft
8.11%
▲ 22.32%
4
Buy
May 07, 2025
Novo Nordisk
2.01%
▲ 13.12%
1
Open
Apr 22, 2025
JD.com, Inc. Class A
0.05%
▲ 2.46%
2
Buy
Apr 09, 2025
Leonardo SpA
10.5%
▲ 314.88%
4
Sell
Mar 18, 2025
Nvidia
1.18%
▲ 13.59%
1
Open
Mar 13, 2025
McDonald's
―
▲ 17.43%
4
Close
Mar 05, 2025
Alphabet Class C
1.53%
▼ 2.98%
1
Open
Mar 05, 2025
Starbucks
―
▲ 53.11%
4
Close
Mar 03, 2025
Shell
4.98%
▲ 66.21%
3
Open
Feb 20, 2025
Shell (UK)
―
▲ 1.39%
3
Close
Feb 20, 2025
Lockheed Martin
2.82%
▲ 9.89%
3
Buy
Feb 14, 2025
Arise AB
1.27%
▼ 11.80%
3
Buy
Jan 21, 2025
Vonovia
1.77%
▼ 0.48%
1
Open
Jan 03, 2025
UnitedHealth
1.78%
▼ 41.28%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.84%
▲ 11.97%
1
Open
Dec 09, 2024
Proact IT Group AB
1.79%
▲ 9.08%
3
Buy
Dec 02, 2024
Global Ship Lease
1.62%
▲ 16.23%
1
Open
Dec 02, 2024
PepsiCo
1.17%
▼ 17.97%
2
Buy
Nov 26, 2024
Carlsberg
2.15%
▲ 42.51%
2
Buy
Nov 26, 2024