tiprankstipranks

New Portfolio - New Portfolio

peatyfive

New Portfolio
Individual Investor
Ranked #345,929 out of 788,370 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
5.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.44%
6-Month Return▲ 14.41%
12-Month Return▲ 0.65%
YTD Return▲ 3.85%
Total Return▲ 10.47%

Best Trade

Opened at
Closed at-
Gain▲ 43.88%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 8.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.83%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 14.93%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.85%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.24%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 4.06%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 8.75%
▼ 13.14%▲ 2.34%▲ 6.00%
▲ 2.93%▲ 2.10%▲ 2.83%
▲ 9.99%▼ 0.89%▼ 2.24%
▲ 26.03%▲ 5.96%▲ 14.93%
▲ 5.94%▼ 2.41%▼ 2.85%
▲ 5.25%▲ 2.69%▲ 8.24%
▼ 10.49%▼ 0.31%▼ 4.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Xtrackers Artificial Intelligence & Big Data UCITS ETF
54.22%
▲ 15.51%
1
Open
Nov 02, 2024
Xtrackers MSCI USA UCITS ETF
32.07%
▲ 11.32%
1
Open
Nov 02, 2024
Edwards Lifesciences
▼ 17.11%
2
Close
Nov 01, 2024
McDonald's
▲ 15.43%
2
Close
Nov 01, 2024
Ulta Beauty
▼ 27.87%
2
Close
Nov 01, 2024
iShares U.S. Medical Devices ETF
▲ 7.91%
2
Close
Nov 01, 2024
21Shares Crypto Basket 10 ETP
3.9%
▲ 43.88%
1
Open
Nov 01, 2024
Alphabet Class C
5.89%
▲ 5.29%
1
Open
Nov 01, 2024
Steel Dynamics
3.92%
▼ 1.80%
1
Open
Nov 01, 2024