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New Portfolio - New Portfolio

Sir Mon E. Bags

New Portfolio
Individual Investor
Ranked #87,984 out of 747,528 TipRanks' Investors
Success Rate
60%
59 out of 99
profitable transactions
Average Return
19.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.19%
6-Month Return▲ 18.29%
12-Month Return▲ 16.80%
YTD Return▲ 14.44%
Total Return▼ 9.75%

Best Trade

Opened at
Closed at-
Gain▲ 505.14%

Bio

dolla dolla billz // stack paper

Performance

23.29%0-23.29%
▲ 5.14%
▲ 4.57%
▲ 10.73%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.95%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.93%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 23.29%
▲ 0.88%
▲ 3.75%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.73%
▼ 1.87%▲ 1.59%▼ 2.95%
▲ 14.08%▲ 5.22%▲ 3.15%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 4.49%
▲ 11.46%▲ 5.06%▲ 9.93%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 23.29%▲ 0.88%▲ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Consolidated Water Co
2.14%
▲ 11.60%
1
Open
Jun 14, 2024
Rocket Lab USA
2.63%
▲ 17.76%
5
Buy
Apr 13, 2024
Rio Tinto
1.82%
▲ 13.24%
2
Buy
Mar 22, 2024
Zoetis
1.96%
▲ 6.29%
1
Open
Mar 22, 2024
Barrick Gold
1.82%
▲ 20.88%
1
Open
Feb 02, 2024
Alibaba
1.66%
▲ 7.01%
1
Open
Feb 02, 2024
Ready Capital
▲ 7.12%
3
Close
Dec 26, 2023
Veralto Corporation
▲ 20.14%
3
Close
Dec 26, 2023
Clearway Energy
▲ 9.70%
4
Close
Dec 23, 2023
Archer Daniels Midland
1.84%
▼ 12.07%
2
Buy
Oct 28, 2023
Schwab US Dividend Equity ETF
3.03%
▲ 20.98%
3
Buy
Oct 28, 2023
Honeywell International
2.36%
▲ 18.68%
2
Buy
Oct 28, 2023
NextEra Energy
2.69%
▲ 12.96%
3
Buy
Sep 29, 2023
Medtronic
2.1%
▼ 2.71%
4
Buy
Sep 29, 2023
Brookfield Renewable
2.47%
▼ 3.33%
6
Buy
Sep 29, 2023
Broadmark Realty Capital
▼ 31.21%
8
Close
Jun 08, 2023
Maxar Technologies
▲ 116.96%
5
Close
May 21, 2023
Danaher
1.61%
▲ 16.62%
1
Open
Apr 28, 2023
Digital Realty
3.07%
▲ 44.71%
3
Buy
Apr 14, 2023
Gladstone Land
1.63%
▼ 18.99%
4
Buy
Mar 17, 2023