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New Portfolio - New Portfolio
JO
New PortfolioIndividual Investor
Ranked #254,938 out of 748,394 TipRanks' Investors
Success Rate
156 out of 289
profitable transactions
profitable transactions
Average Return
4.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.44%
6-Month Return▲ 26.81%
12-Month Return▲ 39.56%
YTD Return▲ 29.11%
Total Return▲ 52.28%
Best Trade
Bio
Dividend is king
Performance
21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 3.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.32%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.24%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 7.83%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.09%
▼ 1.87%▲ 1.59%▲ 3.89%
▲ 14.08%▲ 5.22%▲ 9.19%
▲ 5.05%▲ 3.27%▲ 5.43%
▼ 12.40%▼ 4.03%▼ 7.17%
▲ 11.46%▲ 5.06%▲ 10.32%
▼ 2.25%▲ 3.53%▼ 2.24%
▲ 21.71%▲ 1.76%▲ 7.83%
Recent Activity
Microsoft
11.93%
▲ 31.92%
6
Buy
Apr 15, 2024
VanEck Bitcoin ETN
33.41%
▲ 21.16%
7
Sell
Apr 15, 2024
iShares NASDAQ - 100 UCITS ETF (DE)
5.25%
▲ 6.64%
3
Buy
Apr 15, 2024
Vanguard FTSE All-World UCITS ETF Accum USD
5.54%
▲ 7.79%
5
Buy
Apr 15, 2024
Amazon
5.1%
▲ 0.95%
2
Buy
Apr 15, 2024
Berkshire Hathaway B
―
▲ 2.05%
3
Close
Apr 15, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
5.1%
▲ 6.40%
2
Buy
Apr 15, 2024
Ares Capital
3.89%
▲ 22.74%
11
Sell
Apr 14, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
―
▲ 4.98%
2
Close
Apr 14, 2024
Nvidia
―
▲ 14.44%
7
Close
Mar 02, 2024
Taiwan Semiconductor Manufacturing
―
▼ 1.66%
4
Close
Feb 29, 2024
Snowflake
―
▼ 19.87%
3
Close
Feb 29, 2024
VanEck Crypto and Blockchain Innovators UCITS ETF
―
▲ 3.78%
3
Close
Feb 29, 2024
WisdomTree Cybersecurity Fund
―
▼ 3.95%
2
Close
Feb 29, 2024
iShares S&P 500 AUD Hedged ETF
―
▲ 1.41%
3
Close
Feb 13, 2024
Ish.Frf Spx 500
―
▲ 2.38%
2
Close
Feb 12, 2024
Tenable Holdings
―
▼ 0.26%
2
Close
Feb 12, 2024
Zscaler
―
▼ 0.61%
2
Close
Feb 12, 2024
Main Street Capital
―
▲ 5.35%
5
Close
Feb 09, 2024
Hercules Capital
4.97%
▲ 6.75%
7
Sell
Feb 09, 2024