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New Portfolio Jan 2023 - New Portfolio

Assen

New Portfolio Jan 2023
Individual Investor
Ranked #442,240 out of 775,923 TipRanks' Investors
Success Rate
39%
39 out of 100
profitable transactions
Average Return
-2.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▼ 4.84%
12-Month Return▼ 6.95%
YTD Return▼ 7.48%
Total Return▲ 1.75%

Best Trade

Opened at
Closed at-
Gain▲ 188.98%

Bio

LT focused portfolio with primary investment in EU based companies

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 5.90%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.76%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 7.92%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 0.12%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.68%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 5.90%
▼ 2.25%▲ 3.53%▼ 1.76%
▲ 25.71%▲ 1.21%▼ 1.02%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 1.50%
▲ 5.38%▼ 0.89%▼ 7.92%
▲ 43.22%▲ 5.96%▼ 0.12%
▲ 3.34%▼ 1.56%▲ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Liquide
▲ 24.74%
4
Close
Sep 27, 2024
Ferrari
0%
▲ 6.03%
2
Sell
Sep 27, 2024
AXA SA
0%
▼ 0.53%
2
Sell
Sep 27, 2024
Alibaba
0%
▼ 5.08%
2
Sell
Sep 27, 2024
Compagnie Financiere Richemont SA
▼ 7.78%
2
Close
Sep 27, 2024
Bristol-Myers Squibb
0%
▲ 34.88%
2
Sell
Sep 27, 2024
Kering SA
3.36%
▼ 37.75%
5
Buy
Aug 17, 2024
Pernod Ricard
2.06%
▼ 26.28%
6
Buy
Aug 17, 2024
Novo Nordisk
3.8%
▼ 3.35%
6
Buy
Aug 17, 2024
The Estée Lauder Companies
3.4%
▼ 43.26%
5
Buy
Aug 17, 2024
Brown Forman A
0.74%
▼ 21.56%
3
Buy
Aug 17, 2024
Dassault Systemes SA
1.01%
▼ 11.94%
3
Buy
Aug 17, 2024
Eli Lilly & Co
0%
▲ 0.01%
2
Sell
Aug 17, 2024
Hermes International
36.81%
▲ 6.02%
3
Buy
Aug 17, 2024
Schneider Electric
7.65%
▲ 6.67%
2
Buy
Aug 17, 2024
EssilorLuxottica SA
4.41%
▲ 10.05%
2
Buy
Aug 17, 2024
LVMH Moet Hennessy Louis Vuitton
9.04%
▼ 12.53%
2
Buy
Aug 17, 2024
Davide Campari-Milano SpA
0.38%
▼ 32.42%
2
Buy
Aug 17, 2024
Remy Cointreau
0.75%
▼ 49.17%
6
Buy
Jul 23, 2024
Nvidia
6.16%
▲ 89.74%
4
Buy
Jul 23, 2024