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Working with TipRanks
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Portfolio 2020 - New Portfolio
Sumarth
Portfolio 2020Individual Investor
Ranked #42,059 out of 730,435 TipRanks' Investors
Success Rate
49 out of 71
profitable transactions
profitable transactions
Average Return
19.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.14%
6-Month Return▲ 29.25%
12-Month Return▲ 31.86%
YTD Return▲ 0.56%
Total Return▲ 47.85%
Best Trade
Bio
As a qualified accountant CPA, Chartered Accountant I use a mixed approach on balancing the fundamentals and technicals and shared as a conservative mix of US stocks and ETFs. Building an balanced exposure India, Australia. Good luck all.
Performance
16.31%0-16.31%
▼ 4.52%
▼ 4.74%
▼ 7.65%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.85%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 16.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.78%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.22%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 7.26%
Apr 2024
▼ 4.52%▼ 4.74%▼ 7.65%
▼ 6.45%▼ 2.17%▼ 5.85%
▲ 9.22%▲ 9.13%▲ 16.31%
▲ 5.14%▲ 4.57%▲ 8.78%
▼ 1.87%▲ 1.59%▲ 0.16%
▲ 14.08%▲ 5.22%▲ 6.97%
▲ 5.05%▲ 3.27%▲ 1.22%
▼ 13.70%▼ 3.74%▼ 7.26%