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Portfolio mayo 2021 - New Portfolio

Portfolio mayo 2021
Individual Investor
Ranked #29,091 out of 802,393 TipRanks' Investors
Success Rate
74%
136 out of 183
profitable transactions
Average Return
26.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.12%
6-Month Return▲ 4.20%
12-Month Return▲ 25.73%
YTD Return▲ 8.59%
Total Return▲ 54.17%

Best Trade

Opened at
Closed at-
Gain▲ 512.92%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.31%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.27%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.62%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.17%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.20%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.24%
May 2025
▲ 2.11%
▲ 1.11%
▲ 0.74%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.31%
▲ 5.42%▼ 2.41%▼ 3.27%
▲ 6.01%▲ 2.69%▲ 6.62%
▼ 12.86%▼ 1.27%▼ 1.82%
▼ 1.80%▼ 5.57%▼ 4.17%
▲ 1.76%▼ 0.87%▲ 0.20%
▲ 12.21%▲ 6.28%▲ 7.24%
▲ 2.11%▲ 1.11%▲ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berry Global Group
▲ 19.34%
3
Close
Apr 29, 2025
Amcor
0.54%
▼ 1.41%
1
Open
Apr 29, 2025
Constellation Software
7.67%
▲ 88.67%
4
Buy
May 04, 2024
Brookfield Corporation
1.45%
▲ 50.63%
5
Buy
May 04, 2024
Mastercard
3.17%
▲ 44.82%
4
Buy
May 04, 2024
Strategy
11.41%
▲ 254.65%
5
Buy
May 04, 2024
Nestlé SA
1.96%
▲ 7.18%
7
Buy
May 04, 2024
BlackRock
4.48%
▲ 30.64%
5
Buy
May 04, 2024
Starbucks
2.58%
▲ 0.88%
9
Buy
May 04, 2024
Eli Lilly & Co
3.93%
▲ 3.15%
4
Buy
May 04, 2024
Canadian National Railway
1.38%
▼ 15.08%
3
Buy
May 04, 2024
Monster Beverage
1.1%
▲ 3.77%
5
Buy
Apr 22, 2024
Visa
2.89%
▲ 51.15%
4
Buy
Apr 21, 2024
Salesforce
1.75%
▲ 25.59%
4
Buy
Apr 21, 2024
Sony Group
1.57%
▲ 51.44%
4
Buy
Apr 21, 2024
McDonald's
2.73%
▲ 21.55%
4
Buy
Apr 21, 2024
Restaurant Brands International
0.82%
▲ 6.43%
4
Buy
Apr 21, 2024
SPDR Gold Shares
2.06%
▲ 61.13%
3
Buy
Apr 21, 2024
Intercontinental Exchange
1.03%
▲ 41.87%
4
Buy
Apr 21, 2024
Nasdaq
1.01%
▲ 46.01%
4
Buy
Apr 21, 2024