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Working with TipRanks
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New Portfolio - New Portfolio
ph6601
New PortfolioIndividual Investor
Ranked #24,201 out of 730,435 TipRanks' Investors
Success Rate
109 out of 143
profitable transactions
profitable transactions
Average Return
9.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.76%
6-Month Return▲ 31.81%
12-Month Return▲ 43.45%
YTD Return▲ 9.67%
Total Return▲ 102.87%
Best Trade
Bio
Stocks and ETFs. All equities were purchased 3/23/20 with exception of JPM and VZ (long term holdings). Added FLIR in April and sold BAX and IYY at profit from 3/23 purchases. ETFs acquired over past 3-4 years with some additions in March.
Performance
18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.83%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.26%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.60%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.15%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.25%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 3.02%
Apr 2024
▼ 4.52%▼ 4.74%▼ 5.83%
▼ 6.45%▼ 2.17%▲ 0.26%
▲ 9.22%▲ 9.13%▲ 8.60%
▲ 5.14%▲ 4.57%▲ 6.10%
▼ 1.87%▲ 1.59%▲ 1.22%
▲ 14.08%▲ 5.22%▲ 6.15%
▲ 5.05%▲ 3.27%▲ 5.25%
▼ 18.13%▼ 3.38%▼ 3.02%