ETFs & Stocks - New Portfolio

Ntethelelo Mzobe

ETFs & Stocks
Individual Investor
Ranked #382,007 out of 767,968 TipRanks' Investors
Success Rate
51%
26 out of 51
profitable transactions
Average Return
0.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.02%
6-Month Return▲ 6.86%
12-Month Return-
YTD Return▲ 12.24%
Total Return▲ 12.24%

Best Trade

Opened at
Closed at-
Gain▲ 31.13%

Bio

Buy and Forget about it

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.79%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.99%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.40%
Sep 2024
▲ 5.72%
▼ 0.89%
▼ 4.65%
Oct 2024
▲ 19.60%
▲ 3.01%
▲ 2.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.16%
▲ 11.46%▲ 5.06%▲ 5.79%
▼ 2.25%▲ 3.53%▲ 0.99%
▲ 25.72%▲ 1.21%▲ 3.30%
▼ 4.22%▲ 2.34%▲ 1.58%
▲ 7.82%▲ 2.10%▲ 3.40%
▲ 5.72%▼ 0.89%▼ 4.65%
▲ 19.60%▲ 3.01%▲ 2.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ACM Research
2.11%
▼ 6.91%
1
Open
Oct 28, 2024
Guardant Health
3.36%
▲ 31.13%
1
Open
Oct 28, 2024
Immersion
1.95%
▼ 4.08%
1
Open
Oct 28, 2024
Nano Dimension
2.41%
▼ 12.55%
1
Open
Oct 28, 2024
Vanguard Balanced Index Fd Admiral Shs
2.31%
▲ 0.58%
1
Open
Oct 28, 2024
Fidelity Balanced Fund
2.42%
▲ 0.47%
1
Open
Oct 28, 2024
T. Rowe Price Capital Appreciation Fund
1.06%
▼ 0.13%
1
Open
Oct 28, 2024
BlackRock Global Alloc A
0.67%
▼ 0.36%
1
Open
Oct 28, 2024
American Balanced Fund, Class A Shs
1.17%
▼ 0.28%
1
Open
Oct 28, 2024
Tesla
2.96%
▲ 22.17%
1
Open
Oct 28, 2024
SPDR S&P 500 ETF Trust
2.7%
▲ 1.16%
1
Open
Oct 24, 2024
Vanguard Total Stock Market ETF
2.68%
▲ 1.67%
1
Open
Oct 24, 2024
iShares Russell 1000 Value ETF
1.78%
▲ 1.32%
1
Open
Oct 24, 2024
Vanguard Mid-Cap ETF
2.51%
▲ 2.72%
1
Open
Oct 24, 2024
iShares Core S&P Total U.S. Stock Market ETF
2.08%
▲ 1.58%
1
Open
Oct 24, 2024
Vanguard Large-Cap ETF
1.86%
▲ 1.37%
1
Open
Oct 24, 2024
iShares MSCI USA Quality Factor ETF
1.66%
▼ 0.11%
1
Open
Oct 24, 2024
SPDR Dow Jones Industrial Average ETF Trust
3.01%
▲ 2.59%
1
Open
Oct 24, 2024
International Business Machines
1.42%
▼ 11.93%
1
Open
Oct 23, 2024
VanEck Semiconductor ETF
1.66%
▼ 3.64%
1
Open
Oct 23, 2024