tiprankstipranks

Value & Quality - New Portfolio

Dimitry Nakhla

Value & Quality
Individual Investor
Ranked #25,143 out of 779,167 TipRanks' Investors
Success Rate
80%
41 out of 51
profitable transactions
Average Return
54.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.38%
6-Month Return▲ 5.59%
12-Month Return▲ 17.17%
YTD Return▲ 2.05%
Total Return▲ 75.76%

Best Trade

Opened at
Closed at-
Gain▲ 454.44%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 10.03%
▼ 0.89%
▼ 2.75%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.61%
Dec 2024
▲ 10.37%
▲ 1.58%
▲ 2.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.46%
▲ 8.13%▲ 1.21%▲ 2.58%
▼ 13.14%▲ 2.34%▲ 0.66%
▲ 2.93%▲ 2.10%▲ 2.61%
▲ 10.03%▼ 0.89%▼ 2.75%
▲ 26.04%▲ 5.96%▲ 3.97%
▲ 5.97%▼ 2.41%▼ 2.61%
▲ 10.37%▲ 1.58%▲ 2.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
4.17%
▲ 2.95%
2
Buy
Dec 22, 2024
Applied Materials
4.24%
▲ 6.19%
1
Open
Dec 22, 2024
Alphabet Class C
10.92%
▲ 79.29%
5
Buy
Sep 10, 2024
The Hershey Company
0%
▼ 8.75%
2
Sell
Sep 10, 2024
Starbucks
0%
▲ 8.65%
2
Sell
Sep 10, 2024
Booking Holdings
7.69%
▲ 25.27%
1
Open
Sep 10, 2024
MSCI
4.71%
▲ 28.38%
1
Open
Apr 24, 2024
Accenture
0%
▲ 29.70%
4
Sell
Apr 16, 2024
Zoetis
3.28%
▲ 7.66%
1
Open
Apr 16, 2024
Copart
5.67%
▲ 112.31%
3
Sell
Feb 03, 2024
Lam Research
3.7%
▲ 105.64%
5
Sell
Feb 03, 2024
Meta Platforms
7.28%
▲ 359.54%
5
Sell
Feb 03, 2024
InMode
1.93%
▼ 41.67%
3
Buy
Nov 15, 2023
Qualcomm
0%
▲ 51.57%
2
Sell
Nov 15, 2023
Elevance Health
3.95%
▼ 15.84%
3
Buy
Nov 15, 2023
PayPal Holdings
6.98%
▲ 45.12%
2
Buy
Nov 15, 2023
Paychex
4.44%
▲ 34.65%
2
Sell
Aug 08, 2023
Ulta Beauty
3.31%
▼ 2.26%
1
Open
Aug 08, 2023
Taiwan Semiconductor Manufacturing
0%
▲ 167.55%
2
Sell
Jun 04, 2023
Automatic Data Processing
4.62%
▲ 38.66%
1
Open
Apr 27, 2023