tiprankstipranks

New Portfolio - New Portfolio

Sam Carson

New Portfolio
Individual Investor
Ranked #165,506 out of 730,435 TipRanks' Investors
Success Rate
64%
14 out of 22
profitable transactions
Average Return
10.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.46%
6-Month Return▲ 15.69%
12-Month Return▲ 24.07%
YTD Return▲ 3.25%
Total Return▲ 23.33%

Best Trade

Opened at
Closed at-
Gain▲ 86.93%

Bio

Entire Portfolio - 50% taxable and 50% IRA

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 4.73%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.74%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.79%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.88%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 2.44%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.73%
▼ 6.45%▼ 2.17%▼ 1.74%
▲ 9.22%▲ 9.13%▲ 6.79%
▲ 5.14%▲ 4.57%▲ 3.38%
▼ 1.87%▲ 1.59%▼ 1.22%
▲ 14.08%▲ 5.22%▲ 6.22%
▲ 5.05%▲ 3.27%▲ 0.88%
▼ 13.70%▼ 3.74%▼ 2.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Meta Platforms
0.34%
▲ 58.93%
1
Open
Jan 25, 2021
Merck & Company
5.06%
▲ 86.93%
1
Open
Jan 25, 2021
Pfizer
0.31%
▼ 22.86%
1
Open
Jan 25, 2021
Microsoft
0.38%
▲ 78.85%
1
Open
Jan 25, 2021
Apple
1.06%
▲ 21.13%
1
Open
Jan 25, 2021
Amazon
0.73%
▲ 5.45%
1
Open
Jan 25, 2021
T. Rowe Price Global Stock Fund
3.76%
▼ 9.23%
1
Open
Jan 25, 2021
Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund
18.66%
▲ 34.05%
1
Open
Jan 25, 2021
Vanguard FTSE All-World ex-US Index Fd Admiral
3.5%
▲ 3.46%
1
Open
Jan 25, 2021
T. Rowe Price Blue Chip Growth Fund, Inc.
0.29%
▼ 3.92%
1
Open
Jan 25, 2021
Software and IT Services Portfolio
0.25%
▼ 0.47%
1
Open
Jan 25, 2021
Vanguard Tax-Managed Fund Balanced Fund
14.81%
▲ 15.01%
1
Open
Jan 25, 2021
Vanguard International Growth Fund
2.59%
▼ 40.95%
1
Open
Jan 25, 2021
Fidelity Blue Chip Growth Fund
0.04%
▲ 10.35%
1
Open
Jan 25, 2021
T. Rowe Price Communications & Technology Fund, Inc.
0.18%
▼ 29.73%
1
Open
Jan 25, 2021
Vanguard Tax Managed Small Cap Fund Admiral Cl
0.59%
▲ 8.94%
1
Open
Jan 25, 2021
Tesla
0.04%
▼ 42.04%
1
Open
Jan 25, 2021
iShares Gold Trust
0.9%
▲ 24.68%
1
Open
Jan 25, 2021
Financial Select Sector SPDR Fund
0.53%
▲ 44.23%
1
Open
Jan 25, 2021
Industrial Select Sector SPDR Fund
0.27%
▲ 46.61%
1
Open
Jan 25, 2021