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New Portfolio - New Portfolio

InvestmentBanker in making

New Portfolio
Individual Investor
Ranked #431,326 out of 776,512 TipRanks' Investors
Success Rate
38%
3 out of 8
profitable transactions
Average Return
0.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.91%
6-Month Return-
12-Month Return-
YTD Return▲ 4.13%
Total Return▲ 4.13%

Best Trade

Opened at
Closed at-
Gain▲ 38.19%

Bio

Mostly US Growth companies and Swiss stable stocks.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 4.71%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.65%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.53%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 15.90%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 20.13%
Nov 2024
▲ 5.26%
▲ 0.13%
▲ 13.12%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▼ 4.71%
▼ 4.22%▲ 2.34%▼ 7.65%
▲ 7.82%▲ 2.10%▲ 3.53%
▲ 5.26%▼ 0.89%▼ 15.90%
▲ 43.22%▲ 5.96%▲ 20.13%
▲ 5.26%▲ 0.13%▲ 13.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Julius Baer Group
▲ 0.51%
2
Close
Jul 22, 2024
UBS Group AG
▼ 1.06%
2
Close
Jul 22, 2024
Kering SA
0%
▼ 26.28%
1
Open
Jul 18, 2024
LVMH Moet Hennessy Louis Vuitton
0%
▼ 7.76%
1
Open
Jul 18, 2024
Hims & Hers Health
84.88%
▲ 33.10%
2
Buy
Jul 18, 2024
Lucid Group
15.12%
▼ 12.97%
2
Buy
Jul 18, 2024