New Portfolio - New Portfolio

Murtz11

New Portfolio
Individual Investor
Ranked #41,757 out of 753,381 TipRanks' Investors
Success Rate
87%
20 out of 23
profitable transactions
Average Return
53.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.81%
6-Month Return▲ 9.61%
12-Month Return▲ 46.28%
YTD Return▲ 25.71%
Total Return▲ 75.00%

Best Trade

Opened at
Closed at
Gain▲ 282.87%

Bio

Technology and emerging markets fund with emphasis on Biotechnology

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 3.45%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 12.00%
Feb 2024
▲ 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
▲ 25.76%
▲ 1.21%
▲ 3.83%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 0.21%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 3.45%
▲ 14.08%▲ 5.22%▲ 12.00%
▲ 5.05%▲ 3.27%▲ 2.20%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 4.19%
▲ 25.76%▲ 1.21%▲ 3.83%
▼ 2.89%▲ 2.06%▲ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 282.87%
2
Close
Jul 30, 2024
Palantir Technologies
▲ 22.31%
2
Close
Jul 30, 2024
Alight
4.76%
▼ 1.92%
1
Open
Jun 26, 2024
AbbVie
4.76%
▲ 25.97%
1
Open
May 23, 2024
Adobe
4.76%
▲ 15.52%
1
Open
May 23, 2024
Accenture
4.76%
▲ 9.41%
1
Open
May 23, 2024
F5 Networks
4.76%
▲ 15.87%
1
Open
May 08, 2024
Starbucks
4.76%
▲ 4.16%
1
Open
Mar 27, 2024
Ginkgo Bioworks Holdings
4.76%
▼ 81.48%
1
Open
Mar 27, 2024
Maravai Lifesciences Holdings
4.76%
▲ 50.25%
1
Open
Dec 13, 2023
Apple
4.76%
▲ 37.19%
1
Open
Apr 20, 2023
Advanced Micro Devices
4.76%
▲ 71.99%
1
Open
Apr 20, 2023
ASML Holding
4.76%
▲ 44.84%
1
Open
Apr 20, 2023
Broadcom
4.76%
▲ 168.86%
1
Open
Apr 20, 2023
Costco
4.76%
▲ 79.70%
1
Open
Apr 20, 2023
Lockheed Martin
4.76%
▲ 17.10%
1
Open
Apr 20, 2023
Meta Platforms
4.76%
▲ 148.32%
1
Open
Apr 20, 2023
Marvell
4.76%
▲ 82.90%
1
Open
Apr 20, 2023
Microsoft
4.76%
▲ 47.40%
1
Open
Apr 20, 2023
PepsiCo
4.76%
▼ 1.52%
1
Open
Apr 20, 2023