New Portfolio - New Portfolio

angelo

New Portfolio
Individual Investor
Ranked #38,843 out of 756,506 TipRanks' Investors
Success Rate
70%
72 out of 103
profitable transactions
Average Return
20.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.47%
6-Month Return▲ 10.94%
12-Month Return▲ 33.29%
YTD Return▲ 26.11%
Total Return▲ 50.10%

Best Trade

Opened at
Closed at-
Gain▲ 366.55%

Bio

Quality investing

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.78%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.85%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.72%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.40%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.70%
Aug 2024
▼ 0.45%
▼ 0.30%
▲ 1.22%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.73%
▲ 5.05%▲ 3.27%▲ 3.78%
▼ 12.40%▼ 4.03%▼ 4.17%
▲ 11.46%▲ 5.06%▲ 4.85%
▼ 2.25%▲ 3.53%▲ 3.72%
▲ 25.76%▲ 1.21%▼ 1.40%
▼ 4.21%▲ 2.34%▲ 3.70%
▼ 0.45%▼ 0.30%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
2.37%
▼ 7.08%
8
Buy
Aug 15, 2024
Alphabet Class A
0.58%
▲ 7.80%
4
Sell
Aug 15, 2024
Arista Networks
1.72%
▲ 17.91%
2
Buy
Aug 15, 2024
Crocs
▲ 6.51%
7
Close
Aug 01, 2024
Cadence Design
▲ 4.39%
3
Close
Jul 29, 2024
British American Tobacco
2.42%
▲ 11.23%
2
Buy
Jul 29, 2024
Chipotle
▲ 37.12%
5
Close
Jul 24, 2024
Automatic Data Processing
1.03%
▲ 23.60%
4
Sell
Jun 27, 2024
Nvidia
4.96%
▲ 65.84%
11
Buy
Jun 14, 2024
Mastercard
7.2%
▲ 38.15%
2
Sell
Jun 14, 2024
The Hershey Company
0.8%
▼ 9.88%
3
Sell
Jun 14, 2024
Eli Lilly & Co
0.98%
▲ 30.15%
2
Buy
Jun 14, 2024
PayPal Holdings
▼ 41.68%
5
Close
Jun 12, 2024
Invesco QQQ Trust
▲ 5.20%
2
Close
Jun 12, 2024
Fortinet
▲ 5.85%
7
Close
May 06, 2024
Old Dominion Freight
▲ 6.70%
6
Close
Apr 29, 2024
Unilever
2.84%
▲ 29.84%
3
Buy
Apr 29, 2024
Stryker
1.18%
▲ 8.54%
1
Open
Feb 07, 2024
Wingstop
1.36%
▲ 122.07%
2
Buy
Jan 22, 2024
British American Tobacco
▼ 8.88%
4
Close
Jan 17, 2024