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All my stocks - New Portfolio

Sean M McCarthy

All my stocks
Individual Investor
Ranked #78,661 out of 819,361 TipRanks' Investors
Success Rate
72%
167 out of 231
profitable transactions
Average Return
19.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.50%
6-Month Return▲ 28.82%
12-Month Return▲ 43.52%
YTD Return▲ 25.22%
Total Return▲ 85.24%

Best Trade

Opened at
Closed at-
Gain▲ 218.87%

Bio

Passive income Portfolio with a mix of Growth, Value, Dividend and ETF's stocks.

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 5.26%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.52%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.41%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.47%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.71%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 4.41%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.66%
Aug 2025
▲ 6.95%
▲ 3.66%
▲ 6.54%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 5.26%
▼ 1.80%▼ 5.57%▼ 8.52%
▲ 1.84%▼ 0.87%▲ 1.41%
▲ 12.20%▲ 6.28%▲ 9.47%
▲ 6.24%▲ 5.14%▲ 5.71%
▲ 27.92%▲ 2.30%▲ 4.41%
▲ 4.87%▲ 2.05%▲ 2.66%
▲ 6.95%▲ 3.66%▲ 6.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intel
▼ 10.89%
2
Close
Mar 31, 2025
Snap
2.03%
▼ 4.85%
2
Buy
Mar 28, 2025
Walmart
▲ 14.60%
7
Close
Mar 21, 2025
Nvidia
2.91%
▲ 63.84%
2
Buy
Mar 21, 2025
Target
▲ 19.34%
2
Close
Feb 24, 2025
Uber Technologies
4.73%
▲ 37.51%
2
Buy
Feb 24, 2025
Altria Group
▲ 19.05%
8
Close
Feb 15, 2025
Alphabet Class A
20.04%
▲ 48.26%
26
Sell
Jan 31, 2025
Amazon
10.84%
▲ 13.26%
18
Buy
Jan 08, 2025
Meta Platforms
24.29%
▲ 20.15%
12
Buy
Nov 01, 2024
ARK Innovation ETF
▼ 14.19%
2
Close
Nov 01, 2024
OShares U.S. Quality Dividend ETF
▲ 10.34%
4
Close
Nov 01, 2024
JPMorgan Chase
4.96%
▲ 138.65%
8
Sell
Oct 10, 2024
AbbVie
▲ 74.51%
5
Close
Oct 05, 2024
Wendy's
▼ 1.48%
7
Close
Oct 04, 2024
Verizon
▲ 4.97%
9
Close
Oct 04, 2024
Mondelez International
▲ 5.78%
4
Close
Oct 04, 2024
Citigroup
▲ 8.84%
5
Close
Oct 04, 2024
Global X Cybersecurity ETF
▲ 20.93%
2
Close
Oct 04, 2024
Yum! Brands
▲ 14.39%
2
Close
Oct 04, 2024