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New Portfolio Jan 2023 - New Portfolio

Assen

New Portfolio Jan 2023
Individual Investor
Ranked #440,852 out of 768,736 TipRanks' Investors
Success Rate
39%
39 out of 100
profitable transactions
Average Return
-3.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.13%
6-Month Return▼ 10.88%
12-Month Return▼ 3.69%
YTD Return▼ 9.47%
Total Return▼ 0.43%

Best Trade

Opened at
Closed at-
Gain▲ 212.96%

Bio

LT focused portfolio with primary investment in EU based companies

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.76%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.09%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 7.85%
Oct 2024
▲ 21.94%
▲ 3.81%
▼ 1.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.03%
▲ 11.46%▲ 5.06%▼ 5.90%
▼ 2.25%▲ 3.53%▼ 1.76%
▲ 25.72%▲ 1.21%▼ 1.09%
▼ 4.22%▲ 2.34%▲ 2.35%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 5.70%▼ 0.89%▼ 7.85%
▲ 21.94%▲ 3.81%▼ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Liquide
▲ 24.74%
4
Close
Sep 27, 2024
Ferrari
0%
▲ 4.17%
2
Sell
Sep 27, 2024
AXA SA
0%
▲ 1.01%
2
Sell
Sep 27, 2024
Alibaba
0%
▲ 0.11%
2
Sell
Sep 27, 2024
Compagnie Financiere Richemont SA
▼ 7.78%
2
Close
Sep 27, 2024
Bristol-Myers Squibb
0%
▲ 36.18%
2
Sell
Sep 27, 2024
Kering SA
3.35%
▼ 42.87%
5
Buy
Aug 17, 2024
Pernod Ricard
2.25%
▼ 27.87%
6
Buy
Aug 17, 2024
Novo Nordisk
5.09%
▲ 19.43%
6
Buy
Aug 17, 2024
The Estée Lauder Companies
3.22%
▼ 50.39%
5
Buy
Aug 17, 2024
Brown Forman A
0.78%
▼ 23.27%
3
Buy
Aug 17, 2024
Dassault Systemes SA
1.1%
▼ 11.94%
3
Buy
Aug 17, 2024
Eli Lilly & Co
0%
▼ 1.86%
2
Sell
Aug 17, 2024
Hermes International
34.18%
▼ 8.89%
3
Buy
Aug 17, 2024
Schneider Electric
8.2%
▲ 5.36%
2
Buy
Aug 17, 2024
EssilorLuxottica SA
4.81%
▲ 11.29%
2
Buy
Aug 17, 2024
LVMH Moet Hennessy Louis Vuitton
8.91%
▼ 20.61%
2
Buy
Aug 17, 2024
Davide Campari-Milano SpA
0.39%
▼ 36.36%
2
Buy
Aug 17, 2024
Remy Cointreau
0.78%
▼ 51.37%
6
Buy
Jul 23, 2024
Nvidia
7.19%
▲ 105.49%
4
Buy
Jul 23, 2024