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SRC 1.0 - New Portfolio
hesmous
SRC 1.0Individual Investor
Ranked #49,378 out of 824,094 TipRanks' Investors
Success Rate
42 out of 53
profitable transactions
profitable transactions
Average Return
50.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.52%
6-Month Return▲ 28.57%
12-Month Return▲ 21.01%
YTD Return▲ 17.58%
Total Return▲ 95.04%
Best Trade
Bio
These are my long term bets. I keep making changes periodically and also re-balance the portfolio every quarter.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.46%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.59%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.81%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.66%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.94%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.34%
Oct 2025
▼ 6.38%▼ 5.57%▼ 6.46%
▲ 0.80%▼ 0.87%▲ 0.59%
▲ 11.63%▲ 6.28%▲ 5.81%
▲ 9.25%▲ 5.14%▲ 6.16%
▲ 7.60%▲ 2.30%▲ 0.17%
▲ 2.76%▲ 2.05%▲ 2.66%
▲ 12.88%▲ 3.56%▲ 2.94%
▲ 4.43%▼ 0.27%▼ 0.34%
Recent Activity
Discover Financial Services
―
▲ 378.06%
2
Close
May 16, 2025
Capital One Financial
3.33%
▲ 7.79%
1
Open
May 16, 2025
Rocket Companies
3.33%
▲ 4.14%
1
Open
Aug 17, 2020
Hercules Capital
―
▲ 17.73%
2
Close
Aug 17, 2020
NextEra Energy
―
▲ 12.56%
2
Close
Aug 10, 2020
Walmart
―
▲ 3.23%
2
Close
Aug 10, 2020
Johnson & Johnson
―
▲ 3.89%
2
Close
Aug 10, 2020
Nvidia
―
▲ 6.24%
2
Close
Aug 10, 2020
Costco
―
▲ 4.67%
2
Close
Aug 10, 2020
Texas Instruments
―
▲ 4.53%
2
Close
Aug 10, 2020
Verizon
―
▲ 9.36%
2
Close
Aug 10, 2020
Mastercard
―
▲ 9.60%
2
Close
Aug 10, 2020
McDonald's
―
▲ 10.74%
2
Close
Aug 10, 2020
Equinix
―
▲ 7.42%
2
Close
Aug 10, 2020
Chubb
―
▲ 5.32%
2
Close
Aug 10, 2020
CVS Health
―
▲ 8.07%
2
Close
Aug 10, 2020
Bank of America
―
▲ 16.64%
2
Close
Aug 10, 2020
Block
3.33%
▼ 40.78%
1
Open
Jul 21, 2020
Domino's Pizza
―
▲ 0.60%
2
Close
Jul 21, 2020
Procter & Gamble
―
▲ 2.11%
2
Close
Jul 21, 2020