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Working with TipRanks
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Growth Fund - New Portfolio
Tony Herrera
Growth FundIndividual Investor
Ranked #117,028 out of 730,435 TipRanks' Investors
Success Rate
55 out of 98
profitable transactions
profitable transactions
Average Return
11.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.74%
6-Month Return▲ 25.45%
12-Month Return▲ 58.09%
YTD Return▼ 2.24%
Total Return▲ 47.84%
Best Trade
Bio
Blend of mutual funds and stocks I find interesting with moderate dividends
Performance
21.31%0-21.31%
▼ 4.52%
▼ 4.74%
▼ 3.41%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.61%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 21.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.05%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.50%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 3.95%
Apr 2024
▼ 4.52%▼ 4.74%▼ 3.41%
▼ 6.45%▼ 2.17%▼ 6.61%
▲ 9.22%▲ 9.13%▲ 21.31%
▲ 5.14%▲ 4.57%▲ 5.05%
▼ 1.87%▲ 1.59%▼ 6.38%
▲ 14.08%▲ 5.22%▲ 10.37%
▲ 5.05%▲ 3.27%▼ 1.50%
▼ 18.13%▼ 3.38%▼ 3.95%