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New Portfolio - New Portfolio
Tarheel_roli
New PortfolioIndividual Investor
Ranked #383,142 out of 756,352 TipRanks' Investors
Success Rate
65 out of 153
profitable transactions
profitable transactions
Average Return
-0.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.40%
6-Month Return▼ 2.70%
12-Month Return▼ 3.20%
YTD Return▼ 6.51%
Total Return▲ 2.88%
Best Trade
Bio
Primarily investing in Tech, Pharma, Biotech and Health Sectors. Don't mind a good dividend either.
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 6.83%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.12%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.08%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.42%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.62%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.51%
Aug 2024
▼ 4.40%
▼ 1.64%
▼ 1.28%
Sep 2024
▲ 14.08%▲ 5.22%▲ 6.83%
▲ 5.05%▲ 3.27%▼ 2.12%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 4.08%
▼ 2.25%▲ 3.53%▼ 1.42%
▲ 25.76%▲ 1.21%▲ 3.62%
▼ 4.21%▲ 2.34%▼ 1.51%
▼ 4.40%▼ 1.64%▼ 1.28%
Recent Activity
Gilead Sciences
5.27%
▲ 18.27%
6
Buy
Aug 16, 2024
McDonald's
4.73%
▲ 22.78%
2
Buy
May 31, 2024
Lululemon Athletica
2.93%
▼ 18.75%
6
Buy
May 17, 2024
Vertiv Holdings
1.43%
▼ 10.38%
1
Open
May 17, 2024
Kyndryl Holdings Incorporation
2.72%
▲ 14.14%
2
Buy
May 07, 2024
Tesla
―
▲ 39.06%
11
Close
Apr 08, 2024
Coca-Cola
5.97%
▲ 22.90%
5
Buy
Jan 29, 2024
Kaspi.kz JSC Sponsored ADR RegS
4.77%
▲ 41.46%
1
Open
Jan 28, 2024
Niu Technologies
―
▼ 91.31%
4
Close
Dec 18, 2023
KraneShares MSCI All China Health Care Index ETF
―
▼ 56.82%
2
Close
Dec 18, 2023
Butterfly Network
―
▼ 90.85%
3
Close
Dec 18, 2023
Panasonic
―
▲ 34.37%
3
Close
Apr 17, 2023
Enphase Energy
0.74%
▼ 52.95%
1
Open
Apr 17, 2023
Nextera Energy Partners
1.22%
▼ 59.29%
4
Buy
Mar 29, 2023
Baidu
―
▼ 28.53%
5
Close
Mar 21, 2023
Fidelity National Financial
4.34%
▲ 49.04%
2
Buy
Jan 09, 2023
Qualcomm
2.23%
▲ 49.93%
1
Open
Jan 09, 2023
SCYNEXIS
―
▼ 78.11%
6
Close
Jan 07, 2023
Affirm Holdings
―
▼ 92.28%
2
Close
Dec 28, 2022
Sprinklr
1.58%
▼ 2.17%
1
Open
Dec 23, 2022