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Strategic Investment - New Portfolio

Joe Lino

Strategic Investment
Individual Investor
Ranked #371,131 out of 796,312 TipRanks' Investors
Success Rate
39%
313 out of 798
profitable transactions
Average Return
-1.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.58%
6-Month Return▼ 3.39%
12-Month Return▲ 24.15%
YTD Return▼ 15.03%
Total Return▲ 106.52%

Best Trade

Opened at
Closed at-
Gain▲ 754.44%

Bio

BULLETPROOF PORTFOLIO

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 6.16%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.70%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 10.51%
Nov 2024
▲ 5.36%
▼ 2.41%
▲ 3.83%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.59%
Mar 2025
▼ 7.13%
▼ 5.90%
▼ 5.66%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 6.16%
▲ 10.00%▼ 0.89%▲ 2.70%
▲ 25.98%▲ 5.96%▲ 10.51%
▲ 5.36%▼ 2.41%▲ 3.83%
▲ 6.01%▲ 2.69%▲ 4.01%
▼ 12.86%▼ 1.27%▼ 6.30%
▼ 1.80%▼ 5.57%▼ 7.59%
▼ 7.13%▼ 5.90%▼ 5.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Datadog
▼ 18.41%
5
Close
Oct 24, 2024
Palo Alto Networks
4.86%
▲ 2.28%
5
Open
Oct 24, 2024
CrowdStrike Holdings
▲ 2.28%
4
Close
Oct 24, 2024
Qualcomm
1.98%
▼ 5.80%
11
Open
Oct 24, 2024
Uber Technologies
1.09%
▼ 26.32%
3
Open
Oct 24, 2024
Adobe
5.05%
▼ 7.04%
14
Open
Oct 24, 2024
TSMC
2.2%
▼ 14.79%
11
Open
Oct 24, 2024
Snowflake
▼ 26.99%
7
Close
Oct 24, 2024
SAP AG
3.73%
▲ 5.04%
3
Open
Oct 24, 2024
Rigetti Computing
▼ 34.41%
2
Close
Oct 24, 2024
Berkshire Hathaway B
▲ 9.12%
12
Close
Jun 24, 2024
C3ai
▼ 24.55%
6
Close
Jun 24, 2024
ServiceNow
▼ 3.86%
7
Close
Mar 09, 2024
Twilio
▼ 33.06%
4
Close
Nov 11, 2023
Unity Software
▼ 25.00%
4
Close
Nov 11, 2023
Broadcom
24.75%
▲ 23.81%
8
Open
Nov 04, 2023
Honeywell International
2.85%
▼ 0.02%
11
Open
Nov 04, 2023
Salesforce
3.58%
▼ 3.94%
20
Open
Nov 04, 2023
Visa
▲ 26.35%
4
Close
Nov 04, 2023
UnitedHealth
▲ 0.56%
14
Close
Nov 04, 2023