Strategic Investment - New Portfolio

Joe Lino

Strategic Investment
Individual Investor
Ranked #373,557 out of 748,626 TipRanks' Investors
Success Rate
39%
309 out of 792
profitable transactions
Average Return
-1.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.77%
6-Month Return▲ 10.25%
12-Month Return▲ 29.44%
YTD Return▲ 14.45%
Total Return▲ 89.92%

Best Trade

Opened at
Closed at-
Gain▲ 845.04%

Bio

BULLETPROOF PORTFOLIO

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 3.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.02%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 7.94%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 3.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.90%
▼ 1.87%▲ 1.59%▲ 1.70%
▲ 14.08%▲ 5.22%▲ 8.02%
▲ 5.05%▲ 3.27%▼ 0.23%
▼ 12.40%▼ 4.03%▼ 4.61%
▲ 11.46%▲ 5.06%▲ 4.75%
▼ 2.25%▲ 3.53%▲ 7.94%
▲ 24.77%▼ 1.07%▼ 3.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
▲ 9.12%
12
Close
Jun 24, 2024
C3ai
▼ 24.55%
6
Close
Jun 24, 2024
Datadog
1.96%
▼ 19.39%
4
Open
Mar 09, 2024
Palo Alto Networks
▲ 7.43%
4
Close
Mar 09, 2024
Adobe
▼ 4.06%
13
Close
Mar 09, 2024
ServiceNow
▼ 3.86%
7
Close
Mar 09, 2024
Rigetti Computing
0.02%
▼ 44.09%
1
Open
Mar 09, 2024
CrowdStrike Holdings
4.23%
▼ 9.28%
3
Open
Nov 11, 2023
Twilio
▼ 33.06%
4
Close
Nov 11, 2023
Unity Software
▼ 25.00%
4
Close
Nov 11, 2023
Snowflake
2.13%
▼ 24.85%
6
Open
Nov 11, 2023
Broadcom
25.07%
▲ 18.46%
8
Open
Nov 04, 2023
Honeywell International
3.35%
▲ 0.23%
11
Open
Nov 04, 2023
Salesforce
4.34%
▼ 3.58%
20
Open
Nov 04, 2023
Visa
▲ 26.35%
4
Close
Nov 04, 2023
UnitedHealth
▲ 0.56%
14
Close
Nov 04, 2023
Advanced Micro Devices
2.31%
▼ 9.50%
12
Open
Nov 04, 2023
Intel
0.52%
▼ 7.79%
17
Open
Nov 04, 2023
Cisco Systems
0.79%
▲ 1.37%
18
Open
Nov 04, 2023
Eli Lilly & Co
▲ 60.99%
4
Close
Nov 04, 2023