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Akcie - New Portfolio

Marcel Kostelny

Akcie
Individual Investor
Ranked #282,950 out of 747,498 TipRanks' Investors
Success Rate
57%
23 out of 40
profitable transactions
Average Return
3.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.78%
6-Month Return▲ 4.44%
12-Month Return▼ 3.20%
YTD Return▼ 4.49%
Total Return▲ 0.15%

Best Trade

Opened at
Closed at-
Gain▲ 95.76%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 11.02%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 10.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.89%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.64%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.62%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.02%
▼ 1.87%▲ 1.59%▼ 10.51%
▲ 14.08%▲ 5.22%▲ 5.22%
▲ 5.05%▲ 3.27%▼ 0.40%
▼ 12.40%▼ 4.03%▼ 3.44%
▲ 11.46%▲ 5.06%▲ 7.89%
▼ 2.25%▲ 3.53%▼ 5.64%
▲ 25.65%▲ 0.88%▲ 3.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
9.41%
▲ 6.98%
1
Open
May 07, 2024
LVMH Moet Hennessy Louis Vuitton
9.32%
▼ 6.23%
2
Buy
Apr 03, 2024
CAVA Group, Inc.
3.46%
▲ 35.00%
1
Open
Mar 06, 2024
Warner Bros
6.19%
▼ 23.14%
5
Buy
Mar 04, 2024
Nio
5.02%
▼ 46.03%
5
Buy
Mar 04, 2024
Nasdaq-100 Index Fund Class S
▲ 1.61%
2
Close
Feb 28, 2024
Enphase Energy
6.85%
▼ 14.90%
2
Buy
Dec 20, 2023
Pfizer
6.49%
▲ 14.97%
2
Buy
Dec 20, 2023
Alphabet Class A
11.54%
▲ 44.40%
3
Buy
Oct 03, 2023
Amazon
27.67%
▲ 63.61%
6
Buy
Sep 27, 2023
Sunrun
▼ 15.97%
4
Close
Aug 11, 2023
Walt Disney
6.22%
▲ 7.02%
2
Buy
Aug 11, 2023
Exelixis
7.83%
▲ 24.35%
3
Buy
Jul 03, 2023
NextEra Energy
▲ 0.78%
2
Close
Jun 02, 2023
Coca-Cola
▲ 2.70%
2
Close
Jun 02, 2023
Tyson Foods
▼ 14.88%
2
Close
Jun 02, 2023
Sinclair Broadcast
▲ 31.98%
2
Close
Apr 18, 2023
Arrival SA
▼ 67.02%
2
Close
Apr 18, 2023