New Portfolio - New Portfolio

Murtz11

New Portfolio
Individual Investor
Ranked #51,675 out of 764,630 TipRanks' Investors
Success Rate
83%
19 out of 23
profitable transactions
Average Return
54.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.40%
6-Month Return▲ 14.69%
12-Month Return▲ 48.98%
YTD Return▲ 28.18%
Total Return▲ 78.45%

Best Trade

Opened at
Closed at
Gain▲ 282.88%

Bio

Technology and emerging markets fund with emphasis on Biotechnology

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 2.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.19%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.28%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.29%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.20%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 4.19%
▲ 25.72%▲ 1.21%▲ 3.83%
▼ 4.21%▲ 2.34%▼ 0.13%
▲ 7.82%▲ 2.10%▲ 3.28%
▲ 6.02%▼ 0.89%▼ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 282.88%
2
Close
Jul 30, 2024
Palantir Technologies
▲ 22.31%
2
Close
Jul 30, 2024
Alight
4.76%
▼ 6.72%
1
Open
Jun 26, 2024
AbbVie
4.76%
▲ 30.84%
1
Open
May 23, 2024
Adobe
4.76%
▼ 0.11%
1
Open
May 23, 2024
Accenture
4.76%
▲ 13.49%
1
Open
May 23, 2024
F5 Networks
4.76%
▲ 35.19%
1
Open
May 08, 2024
Starbucks
4.76%
▲ 9.53%
1
Open
Mar 27, 2024
Ginkgo Bioworks Holdings
4.76%
▼ 82.39%
1
Open
Mar 27, 2024
Maravai Lifesciences Holdings
4.76%
▲ 25.80%
1
Open
Dec 13, 2023
Apple
4.76%
▲ 34.81%
1
Open
Apr 20, 2023
Advanced Micro Devices
4.76%
▲ 57.43%
1
Open
Apr 20, 2023
ASML Holding
4.76%
▲ 7.72%
1
Open
Apr 20, 2023
Broadcom
4.76%
▲ 173.89%
1
Open
Apr 20, 2023
Costco
4.76%
▲ 79.55%
1
Open
Apr 20, 2023
Lockheed Martin
4.76%
▲ 15.70%
1
Open
Apr 20, 2023
Meta Platforms
4.76%
▲ 166.99%
1
Open
Apr 20, 2023
Marvell
4.76%
▲ 116.00%
1
Open
Apr 20, 2023
Microsoft
4.76%
▲ 45.13%
1
Open
Apr 20, 2023
PepsiCo
4.76%
▼ 6.58%
1
Open
Apr 20, 2023