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New Portfolio Jan 2023 - New Portfolio

Assen

New Portfolio Jan 2023
Individual Investor
Ranked #501,785 out of 793,101 TipRanks' Investors
Success Rate
52%
52 out of 100
profitable transactions
Average Return
-0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.35%
6-Month Return▼ 0.36%
12-Month Return▼ 10.88%
YTD Return▲ 1.23%
Total Return▲ 5.12%

Best Trade

Opened at
Closed at-
Gain▲ 160.49%

Bio

LT focused portfolio with primary investment in EU based companies

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.94%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 0.12%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 2.77%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 7.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.01%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 6.86%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 1.50%
▲ 10.00%▼ 0.89%▼ 7.94%
▲ 26.01%▲ 5.96%▼ 0.12%
▲ 5.39%▼ 2.41%▲ 2.77%
▲ 5.83%▲ 2.69%▲ 7.59%
▼ 12.86%▼ 1.27%▲ 1.01%
▲ 2.82%▼ 4.80%▼ 6.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Liquide
▲ 24.74%
4
Close
Sep 27, 2024
Ferrari
0%
▲ 3.76%
2
Sell
Sep 27, 2024
AXA SA
0%
▲ 17.48%
2
Sell
Sep 27, 2024
Alibaba
0%
▲ 55.15%
2
Sell
Sep 27, 2024
Compagnie Financiere Richemont SA
▼ 7.78%
2
Close
Sep 27, 2024
Bristol-Myers Squibb
0%
▲ 45.22%
2
Sell
Sep 27, 2024
Kering SA
3.01%
▼ 45.71%
5
Buy
Aug 17, 2024
Pernod Ricard
1.87%
▼ 35.73%
6
Buy
Aug 17, 2024
Novo Nordisk
3.46%
▼ 15.43%
6
Buy
Aug 17, 2024
The Estée Lauder Companies
3.09%
▼ 48.29%
5
Buy
Aug 17, 2024
Brown Forman A
0.61%
▼ 35.08%
3
Buy
Aug 17, 2024
Dassault Systemes SA
1.28%
▲ 6.89%
3
Buy
Aug 17, 2024
Eli Lilly & Co
0%
▲ 12.86%
2
Sell
Aug 17, 2024
Hermes International
41.25%
▲ 15.09%
3
Buy
Aug 17, 2024
Schneider Electric
7.66%
▲ 3.22%
2
Buy
Aug 17, 2024
EssilorLuxottica SA
5.36%
▲ 28.75%
2
Buy
Aug 17, 2024
LVMH Moet Hennessy Louis Vuitton
8.86%
▼ 16.96%
2
Buy
Aug 17, 2024
Davide Campari-Milano SpA
0.38%
▼ 35.68%
2
Buy
Aug 17, 2024
Remy Cointreau
0.6%
▼ 61.03%
6
Buy
Jul 23, 2024
Nvidia
5.57%
▲ 71.04%
4
Buy
Jul 23, 2024