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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #459,535 out of 826,835 TipRanks' Investors
Success Rate
94 out of 198
profitable transactions
profitable transactions
Average Return
7.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.01%
6-Month Return▲ 10.37%
12-Month Return▲ 24.14%
YTD Return▲ 18.24%
Total Return▲ 38.56%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.79%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.72%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.65%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.22%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 2.74%
Nov 2025
▲ 0.80%▼ 0.87%▼ 1.00%
▲ 11.63%▲ 6.28%▲ 1.10%
▲ 9.25%▲ 5.14%▲ 2.79%
▲ 7.60%▲ 2.30%▲ 1.72%
▲ 2.76%▲ 2.05%▲ 11.65%
▲ 12.88%▲ 3.56%▼ 0.65%
▲ 10.96%▲ 2.38%▼ 0.22%
▼ 2.18%▼ 1.00%▼ 2.74%
Recent Activity
Zoomlion Heavy Industry Science & Technology Co
0.58%
▼ 1.32%
1
Open
Nov 02, 2025
Ping An Insurance Company of China
1.48%
▲ 0.44%
1
Open
Nov 02, 2025
Zoomlion Heavy Industry Science & Technology Co
―
▲ 14.72%
2
Close
Nov 01, 2025
Ping An Insurance Company of China
―
▲ 21.52%
3
Close
Nov 01, 2025
Astera Labs, Inc.
0.75%
▲ 5.30%
1
Open
Oct 27, 2025
Ambarella
0.69%
▼ 5.28%
1
Open
Oct 27, 2025
Ouster
0.5%
▼ 25.35%
1
Open
Oct 27, 2025
Cellebrite DI
0.57%
▼ 14.05%
1
Open
Oct 27, 2025
Intuitive Surgical
2.79%
▲ 8.43%
2
Buy
Oct 22, 2025
Coca-Cola
2.89%
▲ 22.32%
8
Open
Sep 30, 2025
Embraer
3.73%
▲ 26.52%
6
Sell
Sep 12, 2025
Sprinklr
2.04%
▲ 8.16%
3
Open
Sep 04, 2025
Zoetis
0.75%
▼ 18.31%
1
Open
Sep 02, 2025
MongoDB
1.63%
▲ 70.11%
1
Open
Aug 08, 2025
Chagee Holdings Limited Unsponsored ADR
0.61%
▼ 31.49%
1
Open
Aug 08, 2025
Kyndryl Holdings Incorporation
2.64%
▲ 23.16%
4
Open
Aug 06, 2025
Williams Co
4.42%
▲ 50.56%
3
Open
Aug 04, 2025
Lockheed Martin
1.57%
▲ 15.94%
1
Open
Jul 28, 2025
Komatsu Ltd.
2.78%
▲ 5.75%
1
Open
Jul 21, 2025
Komatsu
―
▲ 84.82%
2
Close
Jul 20, 2025