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Value & Quality - New Portfolio

Dimitry Nakhla

Value & Quality
Individual Investor
Ranked #19,542 out of 746,803 TipRanks' Investors
Success Rate
85%
39 out of 46
profitable transactions
Average Return
55.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return▲ 13.02%
12-Month Return▲ 17.70%
YTD Return▲ 14.18%
Total Return▲ 72.35%

Best Trade

Opened at
Closed at-
Gain▲ 338.72%

Bio

Investing in High-Quality Businesses at Attractive Valuations. Student of Benjamin Graham, Warren Buffett & Charlie Munger.

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 5.83%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.36%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.46%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 4.42%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.83%
▼ 1.87%▲ 1.59%▲ 2.46%
▲ 14.08%▲ 5.22%▲ 5.36%
▲ 5.05%▲ 3.27%▲ 3.04%
▼ 12.40%▼ 4.03%▼ 5.78%
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 0.46%
▲ 24.01%▲ 3.79%▲ 4.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSCI
4.78%
▲ 9.69%
1
Open
Apr 24, 2024
Starbucks
3.56%
▼ 12.70%
1
Open
Apr 18, 2024
Accenture
0%
▲ 18.27%
4
Sell
Apr 16, 2024
Zoetis
4.32%
▲ 19.88%
1
Open
Apr 16, 2024
Copart
6.28%
▲ 103.85%
3
Sell
Feb 03, 2024
Lam Research
5.51%
▲ 183.69%
5
Sell
Feb 03, 2024
Meta Platforms
6.58%
▲ 263.63%
5
Sell
Feb 03, 2024
InMode
2.66%
▼ 36.11%
3
Buy
Nov 15, 2023
Qualcomm
0%
▲ 95.91%
2
Sell
Nov 15, 2023
Elevance Health
6.43%
▲ 21.41%
3
Buy
Nov 15, 2023
PayPal Holdings
5.81%
▲ 1.96%
2
Buy
Nov 15, 2023
The Hershey Company
5.52%
▲ 3.17%
1
Open
Nov 01, 2023
Alphabet Class C
9.53%
▲ 83.71%
4
Sell
Aug 08, 2023
Paychex
4.81%
▲ 18.43%
2
Sell
Aug 08, 2023
Ulta Beauty
3.8%
▼ 6.50%
1
Open
Aug 08, 2023
Taiwan Semiconductor Manufacturing
0%
▲ 134.17%
2
Sell
Jun 04, 2023
Automatic Data Processing
4.73%
▲ 16.99%
1
Open
Apr 27, 2023
Church & Dwight
▲ 0.76%
2
Close
Mar 20, 2023
Old Dominion Freight
0%
▲ 72.62%
3
Sell
Feb 03, 2023
T Rowe Price
0%
▲ 19.93%
5
Sell
Feb 03, 2023