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Ron DIY portfolio - New Portfolio

Ron Bowers

Ron DIY portfolio
Individual Investor
Ranked #75,194 out of 728,053 TipRanks' Investors
Success Rate
60%
84 out of 139
profitable transactions
Average Return
13.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.58%
6-Month Return▼ 0.17%
12-Month Return▼ 4.18%
YTD Return▼ 18.99%
Total Return▲ 29.65%

Best Trade

Opened at
Closed at-
Gain▲ 148.71%

Bio

Solid hand of ten solid holdings

Performance

24.15%0-24.15%
▼ 4.52%
▼ 4.74%
▼ 8.75%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.62%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.40%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.35%
Mar 2024
▼ 24.15%
▼ 3.56%
▼ 9.20%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 8.75%
▼ 6.45%▼ 2.17%▼ 2.62%
▲ 9.22%▲ 9.13%▲ 12.40%
▲ 5.14%▲ 4.57%▲ 9.84%
▼ 1.87%▲ 1.59%▼ 10.27%
▲ 14.08%▲ 5.22%▲ 0.80%
▲ 5.05%▲ 3.27%▼ 1.35%
▼ 24.15%▼ 3.56%▼ 9.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
37.27%
▲ 27.52%
9
Buy
Feb 03, 2024
McDonald's
9.82%
▲ 29.29%
15
Buy
Feb 03, 2024
Portillo's
2.38%
▼ 35.18%
18
Buy
Feb 03, 2024
Boeing
12.74%
▼ 7.43%
37
Buy
Jun 30, 2023
CVS Health
2.63%
▲ 15.08%
12
Buy
May 26, 2023
Alphabet Class A
8.93%
▲ 69.14%
8
Buy
Dec 22, 2022
Norwegian Cruise Line
1.92%
▲ 24.08%
5
Buy
Jul 23, 2022
Costco
10.49%
▲ 123.07%
5
Sell
Mar 02, 2022
Molson Coors
▲ 16.57%
24
Close
Dec 23, 2021
PepsiCo
▲ 21.99%
10
Close
Jul 14, 2021
Berkshire Hathaway B
7.12%
▲ 33.33%
6
Sell
Dec 23, 2020
Bed Bath & Beyond
▲ 66.56%
4
Close
Jul 16, 2020
Kraft Heinz
▲ 3.96%
8
Close
May 26, 2020
Amazon
6.71%
▲ 94.87%
1
Open
Jan 23, 2020