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Portfolio 2020 - New Portfolio

Sumarth

Portfolio 2020
Individual Investor
Ranked #45,802 out of 732,319 TipRanks' Investors
Success Rate
69%
49 out of 71
profitable transactions
Average Return
21.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.93%
6-Month Return▲ 21.06%
12-Month Return▲ 30.88%
YTD Return▲ 3.02%
Total Return▲ 51.47%

Best Trade

Opened at
Closed at-
Gain▲ 315.52%

Bio

As a qualified accountant CPA, Chartered Accountant I use a mixed approach on balancing the fundamentals and technicals and shared as a conservative mix of US stocks and ETFs. Building an balanced exposure India, Australia. Good luck all.

Performance

16.31%0-16.31%
▼ 6.45%
▼ 2.17%
▼ 5.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.22%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.21%
Apr 2024
▲ 8.52%
▲ 1.85%
▲ 3.50%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.85%
▲ 9.22%▲ 9.13%▲ 16.31%
▲ 5.14%▲ 4.57%▲ 8.78%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 6.97%
▲ 5.05%▲ 3.27%▲ 1.22%
▼ 12.40%▼ 4.03%▼ 8.21%
▲ 8.52%▲ 1.85%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Kornit Digital
0.34%
▼ 87.59%
1
Open
Aug 26, 2021
Genesco
1.04%
▼ 59.48%
1
Open
Aug 26, 2021
Green Brick Partners
3.16%
▲ 123.10%
1
Open
Aug 25, 2021
Nucor
3.48%
▲ 48.45%
1
Open
Aug 25, 2021
Nvidia
10.18%
▲ 315.52%
1
Open
Aug 25, 2021
Align Tech
0.64%
▼ 59.91%
1
Open
Aug 25, 2021
Adobe
2.21%
▼ 24.85%
1
Open
Aug 25, 2021
Moderna
0.54%
▼ 69.30%
1
Open
Aug 25, 2021
Advanced Micro Devices
3.47%
▲ 43.84%
1
Open
Aug 25, 2021
Sherwin-Williams Company
2.15%
▲ 6.50%
1
Open
Aug 25, 2021
Blackstone Group
2.73%
▲ 12.36%
1
Open
Aug 25, 2021
Costco
5.21%
▲ 74.73%
1
Open
Aug 25, 2021
Idexx Laboratories
3.27%
▼ 29.40%
1
Open
Aug 16, 2021
iShares U.S. Medical Devices ETF
7.55%
▲ 11.51%
4
Buy
Aug 12, 2021
Direxion Daily Technology Bull 3x Shares
4.96%
▲ 30.39%
4
Buy
Aug 12, 2021
CDW
7.45%
▲ 56.69%
3
Buy
Jul 21, 2021
Salesforce
▲ 0.65%
4
Close
Jul 21, 2021
ROBO Global Robotics & Automation Index ETF
▲ 7.29%
2
Close
Jul 21, 2021
Direxion Daily Semiconductor Bull 3x Shares
▲ 4.52%
2
Close
Jul 21, 2021
ProShares UltraPro QQQ
▲ 6.67%
10
Close
Jul 16, 2021