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Market kap ratio de sharpe - New Portfolio

Best Portfolio

Market kap ratio de sharpe
Individual Investor
Ranked #152,516 out of 731,863 TipRanks' Investors
Success Rate
64%
16 out of 25
profitable transactions
Average Return
13.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▲ 9.93%
12-Month Return▲ 28.48%
YTD Return▲ 4.59%
Total Return▲ 9.13%

Best Trade

Opened at
Closed at-
Gain▲ 107.07%

Bio

Hi fellow investors! :-)

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 0.06%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.93%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 0.07%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.73%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.72%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.26%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 0.20%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 0.06%
▲ 9.22%▲ 9.13%▲ 8.93%
▲ 5.14%▲ 4.57%▼ 0.07%
▼ 1.87%▲ 1.59%▲ 1.73%
▲ 14.08%▲ 5.22%▲ 5.74%
▲ 5.05%▲ 3.27%▼ 0.72%
▼ 12.40%▼ 4.03%▼ 2.26%
▲ 5.14%▲ 0.61%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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▼ 18.73%
6
Buy
Feb 12, 2024
Visa
9.43%
▲ 14.38%
6
Buy
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11.44%
▲ 15.15%
5
Buy
Feb 12, 2024
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5.25%
▲ 13.42%
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Sell
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28.15%
▲ 107.07%
2
Sell
Feb 12, 2024
Mastercard
9.06%
▲ 3.73%
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Buy
Feb 12, 2024
Microsoft
5.19%
▲ 38.20%
5
Buy
Aug 12, 2023
Nvidia
5.67%
▲ 6.40%
6
Open
Aug 12, 2023
Home Depot
▲ 4.58%
2
Close
Aug 12, 2023
Taiwan Semiconductor Manufacturing
▲ 15.38%
2
Close
Aug 12, 2023
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3.44%
▲ 12.75%
1
Open
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UnitedHealth
20.75%
▼ 3.63%
5
Buy
Dec 03, 2022