tiprankstipranks

Value & Quality - New Portfolio

Dimitry Nakhla

Value & Quality
Individual Investor
Ranked #29,336 out of 769,002 TipRanks' Investors
Success Rate
80%
39 out of 49
profitable transactions
Average Return
52.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.17%
6-Month Return▲ 2.31%
12-Month Return▲ 20.76%
YTD Return▲ 13.18%
Total Return▲ 70.85%

Best Trade

Opened at
Closed at-
Gain▲ 407.04%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.03%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 0.74%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.78%
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 0.46%
▲ 25.72%▲ 1.21%▲ 2.58%
▼ 4.22%▲ 2.34%▲ 0.66%
▲ 7.82%▲ 2.10%▲ 2.61%
▲ 5.70%▼ 0.89%▼ 3.03%
▲ 21.94%▲ 3.81%▲ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
10.04%
▲ 61.44%
5
Buy
Sep 10, 2024
The Hershey Company
0%
▼ 4.08%
2
Sell
Sep 10, 2024
Starbucks
0%
▲ 15.00%
2
Sell
Sep 10, 2024
ASML Holding
2.84%
▼ 12.37%
1
Open
Sep 10, 2024
Booking Holdings
8.8%
▲ 30.81%
1
Open
Sep 10, 2024
MSCI
4.98%
▲ 26.36%
1
Open
Apr 24, 2024
Accenture
0%
▲ 29.94%
4
Sell
Apr 16, 2024
Zoetis
3.78%
▲ 15.68%
1
Open
Apr 16, 2024
Copart
6.03%
▲ 109.21%
3
Sell
Feb 03, 2024
Lam Research
3.72%
▲ 85.26%
5
Sell
Feb 03, 2024
Meta Platforms
7.18%
▲ 320.25%
5
Sell
Feb 03, 2024
InMode
2.38%
▼ 38.86%
3
Buy
Nov 15, 2023
Qualcomm
0%
▲ 44.91%
2
Sell
Nov 15, 2023
Elevance Health
4.45%
▼ 12.50%
3
Buy
Nov 15, 2023
PayPal Holdings
7.28%
▲ 39.79%
2
Buy
Nov 15, 2023
Paychex
4.89%
▲ 37.14%
2
Sell
Aug 08, 2023
Ulta Beauty
2.85%
▼ 21.66%
1
Open
Aug 08, 2023
Taiwan Semiconductor Manufacturing
0%
▲ 137.77%
2
Sell
Jun 04, 2023
Automatic Data Processing
5.18%
▲ 42.82%
1
Open
Apr 27, 2023
Church & Dwight
▲ 0.76%
2
Close
Mar 20, 2023