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New Portfolio - New Portfolio

PerformancePortfolio Details

bozena sepesiova

New Portfolio
Individual Investor
Ranked #41,124 out of 747,498 TipRanks' Investors
Success Rate
69%
65 out of 94
profitable transactions
Average Return
21.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.85%
6-Month Return▲ 38.01%
12-Month Return-
YTD Return▲ 27.62%
Total Return▲ 52.88%

Best Trade

AssetUniverse Ph... (UPC)
Opened at
Closed at-
Gain▲ 253.33%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 11.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.55%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 19.47%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.30%
▼ 1.87%▲ 1.59%▼ 4.16%
▲ 14.08%▲ 5.22%▲ 11.25%
▲ 5.05%▲ 3.27%▲ 5.21%
▼ 12.40%▼ 4.03%▼ 7.60%
▲ 11.46%▲ 5.06%▲ 12.71%
▼ 2.25%▲ 3.53%▼ 8.55%
▲ 25.65%▲ 0.88%▲ 19.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AZN
AstraZeneca
0.05%
▲ 3.01%
1
Open
May 01, 2024
AZO
AutoZone
2.03%
▲ 0.12%
1
Open
May 01, 2024
BAC
Bank of America
0.03%
▲ 22.51%
1
Open
Apr 17, 2024
BA
Boeing
0.12%
▲ 5.56%
1
Open
Apr 17, 2024
HON
Honeywell International
0.15%
▲ 13.34%
1
Open
Apr 17, 2024
HPQ
HP
0.03%
▲ 35.19%
1
Open
Apr 17, 2024
HAL
Halliburton
0.02%
▼ 9.11%
1
Open
Apr 17, 2024
JMIA
Jumia Technologies AG
0.01%
▲ 208.66%
1
Open
Apr 17, 2024
JNJ
Johnson & Johnson
0.11%
▲ 7.72%
1
Open
Apr 17, 2024
JD
JD
0.02%
▲ 4.41%
1
Open
Apr 17, 2024
KHC
Kraft Heinz
0.02%
▼ 9.20%
1
Open
Apr 17, 2024
KMI
Kinder Morgan
0.01%
▲ 22.90%
1
Open
Apr 17, 2024
KR
Kroger Company
0.04%
▼ 0.84%
1
Open
Apr 17, 2024
KHDHF
KHD Humboldt Wedag
0.01%
▼ 10.92%
1
Open
Apr 17, 2024
OCGN
Ocugen
0.01%
▲ 15.28%
1
Open
Apr 17, 2024
OPEN
Opendoor Technologies
0.01%
▲ 13.43%
1
Open
Apr 17, 2024
OXY
Occidental Petroleum
0.04%
▼ 3.96%
1
Open
Apr 17, 2024
ORCL
Oracle
0.1%
▲ 17.09%
1
Open
Apr 17, 2024
O
Realty Income
0.04%
▲ 13.95%
1
Open
Apr 17, 2024
ZIM
ZIM Integrated Shipping Services
0.01%
▲ 67.46%
1
Open
Apr 17, 2024