tiprankstipranks

Current Holdings - New Portfolio

rmarlb1234@gmail.com

Current Holdings
Individual Investor
Ranked #86,272 out of 737,305 TipRanks' Investors
Success Rate
62%
114 out of 185
profitable transactions
Average Return
11.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.32%
6-Month Return▼ 0.57%
12-Month Return▼ 6.19%
YTD Return▼ 4.16%
Total Return▲ 19.40%

Best Trade

Opened at
Closed at-
Gain▲ 275.25%

Bio

This portfolio represents the entirety of my holdings.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 6.28%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 3.09%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.29%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.57%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.73%
Apr 2024
▲ 12.75%
▲ 5.54%
▲ 0.32%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 6.28%
▲ 9.22%▲ 9.13%▲ 3.09%
▲ 5.14%▲ 4.57%▲ 3.76%
▼ 1.87%▲ 1.59%▼ 3.29%
▲ 14.08%▲ 5.22%▼ 2.03%
▲ 5.05%▲ 3.27%▲ 1.57%
▼ 12.40%▼ 4.03%▼ 0.73%
▲ 12.75%▲ 5.54%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schlumberger
5.21%
▲ 0.59%
4
Buy
May 23, 2024
Pioneer Natural
▲ 84.14%
7
Close
May 02, 2024
NY Community
2.5%
▼ 44.78%
3
Buy
Mar 26, 2024
Pfizer
3.97%
▲ 2.34%
2
Buy
Mar 12, 2024
Uber Technologies
0%
▲ 127.61%
4
Sell
Feb 14, 2024
PayPal Holdings
6.97%
▼ 38.07%
7
Buy
Feb 08, 2024
Rockwell Automation
0%
▼ 1.69%
2
Sell
Feb 02, 2024
CVS Health
0%
▼ 29.27%
5
Sell
Jan 26, 2024
Humana
0%
▼ 16.55%
2
Sell
Jan 26, 2024
Nike
0%
▼ 8.25%
3
Sell
Dec 21, 2023
Cleveland-Cliffs
0%
▼ 11.06%
4
Sell
Dec 21, 2023
Oracle
0%
▲ 20.22%
2
Sell
Dec 14, 2023
Cano Health
0%
▼ 99.88%
8
Sell
Nov 08, 2023
Verizon
10.72%
▲ 1.50%
4
Buy
Sep 18, 2023
CrowdStrike Holdings
3.99%
▲ 125.29%
1
Open
Jun 16, 2023
Advanced Micro Devices
0%
▲ 84.10%
5
Sell
Jun 05, 2023
Apple
0%
▲ 52.53%
4
Sell
Jun 05, 2023
AbbVie
0%
▲ 70.59%
2
Sell
Jun 05, 2023
Microsoft
0%
▲ 101.23%
4
Sell
Jun 05, 2023
Skyworks Solutions
4.11%
▼ 19.27%
7
Buy
May 09, 2023