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MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #365,949 out of 767,992 TipRanks' Investors
Success Rate
48%
80 out of 168
profitable transactions
Average Return
6.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.23%
6-Month Return▲ 8.71%
12-Month Return▲ 17.97%
YTD Return▲ 10.67%
Total Return▲ 14.66%

Best Trade

Opened at
Closed at-
Gain▲ 304.74%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.93%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.85%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.34%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 0.53%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 1.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.93%
▲ 11.46%▲ 5.06%▲ 7.65%
▼ 2.25%▲ 3.53%▲ 1.45%
▲ 25.72%▲ 1.21%▲ 5.23%
▼ 4.22%▲ 2.34%▼ 1.85%
▲ 7.82%▲ 2.10%▲ 1.34%
▲ 5.72%▼ 0.89%▲ 0.53%
▲ 19.60%▲ 3.01%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Bloomberg 1-3 Month T-Bill ETF
2.75%
▲ 0.40%
1
Open
Oct 15, 2024
Invesco Senior Loan ETF
1.58%
▲ 0.83%
1
Open
Oct 15, 2024
Braze
1.54%
▲ 1.64%
4
Buy
Oct 05, 2024
Mobileye Global, Inc. Class A
0.99%
▼ 8.76%
8
Buy
Oct 04, 2024
Enovix
1.06%
▼ 19.51%
5
Buy
Oct 04, 2024
BP p.l.c.
2.49%
▼ 7.94%
2
Buy
Oct 01, 2024
SoFi Technologies
0%
▲ 46.09%
5
Sell
Sep 28, 2024
Carnival
0%
▲ 44.83%
4
Sell
Sep 28, 2024
Tesla
0%
▲ 62.42%
3
Sell
Sep 28, 2024
QuantumScape
0%
▼ 31.50%
2
Sell
Sep 28, 2024
Advanced Micro Devices
0%
▼ 17.01%
3
Buy
Sep 28, 2024
Intapp
0%
▲ 75.02%
2
Sell
Sep 28, 2024
Etsy
0%
▼ 10.14%
2
Sell
Sep 28, 2024
Daimler Truck Holding AG Sponsored ADR
0%
▲ 22.07%
1
Open
Sep 12, 2024
Volkswagen
1.46%
▼ 19.91%
7
Sell
Sep 02, 2024
Mercedes-Benz Group
1.36%
▼ 14.54%
1
Open
Sep 02, 2024
Intel
0%
▼ 11.15%
6
Sell
Aug 28, 2024
ZoomInfo Technologies
0%
▼ 25.50%
4
Sell
Aug 28, 2024
Fluence Energy
0%
▼ 18.44%
3
Sell
Aug 28, 2024
UiPath
0%
▼ 47.34%
2
Sell
Aug 28, 2024