Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
pmonteiro@uongroup.com
New PortfolioIndividual Investor
Ranked #56,400 out of 731,395 TipRanks' Investors
Success Rate
43 out of 65
profitable transactions
profitable transactions
Average Return
18.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.89%
6-Month Return▲ 36.29%
12-Month Return▲ 33.47%
YTD Return▲ 9.88%
Total Return▲ 50.80%
Best Trade
Bio
My portofolio stock holding by sector: 57% cyclical, 17% sensitive, 26% defensive
By Regions: 78% USA, 7% Europe developed and 14% Asia emerging
Stock Style: 11% Large Value; 36% Large Core; 46% Larhe growth and 7% Mid-Cap Value
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.43%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.04%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.91%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.43%
Apr 2024
▼ 4.52%▼ 4.74%▼ 5.43%
▼ 6.45%▼ 2.17%▲ 0.58%
▲ 9.22%▲ 9.13%▲ 12.04%
▲ 5.14%▲ 4.57%▲ 9.91%
▼ 1.87%▲ 1.59%▲ 3.02%
▲ 14.08%▲ 5.22%▲ 8.26%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 6.43%