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Market kap ratio de sharpe - New Portfolio

Best Portfolio

Market kap ratio de sharpe
Individual Investor
Ranked #100,492 out of 820,504 TipRanks' Investors
Success Rate
81%
21 out of 26
profitable transactions
Average Return
54.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.63%
6-Month Return▲ 12.66%
12-Month Return▲ 21.41%
YTD Return▲ 10.94%
Total Return▲ 59.05%

Best Trade

Opened at
Closed at-
Gain▲ 315.91%

Bio

Hi fellow investors! :-)

Performance

12.51%0-12.51%
▼ 2.29%
▼ 1.27%
▼ 1.56%
Feb 2025
▼ 6.38%
▼ 5.57%
▼ 3.62%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.56%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 0.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.17%
Aug 2025
▲ 12.51%
▲ 3.17%
▲ 5.63%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 2.29%▼ 1.27%▼ 1.56%
▼ 6.38%▼ 5.57%▼ 3.62%
▲ 0.80%▼ 0.87%▲ 0.56%
▲ 11.63%▲ 6.28%▲ 4.28%
▲ 9.25%▲ 5.14%▲ 0.18%
▲ 7.60%▲ 2.30%▼ 2.79%
▲ 2.76%▲ 2.05%▲ 5.17%
▲ 12.51%▲ 3.17%▲ 5.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
7.01%
▲ 79.64%
7
Sell
Apr 29, 2025
UnitedHealth
17.1%
▼ 25.18%
6
Buy
Apr 29, 2025
Tencent Holdings
14.01%
▲ 113.78%
6
Sell
Apr 29, 2025
Walmart
4.26%
▲ 97.79%
2
Sell
Apr 29, 2025
Tesla
3.42%
▲ 100.10%
6
Buy
Feb 12, 2024
Visa
10.3%
▲ 46.97%
6
Buy
Feb 12, 2024
Procter & Gamble
4.23%
▲ 9.62%
5
Sell
Feb 12, 2024
Eli Lilly & Co
24%
▲ 101.17%
2
Sell
Feb 12, 2024
Mastercard
10.01%
▲ 34.57%
2
Buy
Feb 12, 2024
Microsoft
5.67%
▲ 80.75%
5
Buy
Aug 12, 2023
Home Depot
▲ 4.58%
2
Close
Aug 12, 2023
TSMC
▲ 15.38%
2
Close
Aug 12, 2023