MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #276,494 out of 748,869 TipRanks' Investors
Success Rate
53%
76 out of 144
profitable transactions
Average Return
4.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.11%
6-Month Return▲ 10.56%
12-Month Return▲ 10.87%
YTD Return▲ 8.59%
Total Return▲ 12.50%

Best Trade

Opened at
Closed at-
Gain▲ 74.13%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 6.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 5.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.20%
▼ 1.87%▲ 1.59%▼ 2.48%
▲ 14.08%▲ 5.22%▲ 1.18%
▲ 5.05%▲ 3.27%▲ 1.84%
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 7.65%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 24.77%▼ 1.07%▲ 5.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
0%
▲ 36.45%
5
Sell
Jul 06, 2024
Rivian Automotive
0%
▼ 7.07%
6
Sell
Jul 06, 2024
Bristol-Myers Squibb
3.07%
▲ 21.41%
2
Buy
Jul 06, 2024
TG Therapeutics
1.25%
▼ 26.55%
5
Sell
Jun 30, 2024
Walgreens Boots Alliance
0%
▼ 45.14%
6
Sell
Jun 30, 2024
Comcast
0%
▼ 0.11%
3
Buy
Jun 30, 2024
ORANGE SA
1.02%
▲ 8.95%
1
Open
Jun 30, 2024
Bouygues
1.07%
▲ 5.65%
1
Open
Jun 30, 2024
Dynatrace
0.67%
▼ 1.71%
1
Open
Jun 30, 2024
Advanced Micro Devices
1.28%
▼ 13.48%
2
Buy
May 07, 2024
Braze
0.65%
▼ 1.29%
1
Open
Apr 08, 2024
Intapp
0.79%
▲ 15.59%
1
Open
Apr 08, 2024
Adobe
0%
▼ 3.21%
1
Open
Mar 10, 2024
Deutsche Telekom
3.21%
▲ 21.00%
4
Buy
Mar 04, 2024
Pfizer
2.81%
▲ 17.96%
2
Buy
Mar 04, 2024
Newmont Mining
4.27%
▲ 40.59%
2
Buy
Mar 04, 2024
Symbotic
0.59%
▼ 6.44%
1
Open
Mar 04, 2024
Nestle SA Reg
2.73%
▼ 1.80%
1
Open
Mar 04, 2024
SoFi Technologies
0.9%
▼ 6.15%
4
Buy
Feb 08, 2024
Fluence Energy
0.75%
▼ 30.96%
2
Buy
Feb 08, 2024