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Equity Growth Blend - New Portfolio

Pierre Salazar

Equity Growth Blend
Individual Investor
Ranked #417,064 out of 775,286 TipRanks' Investors
Success Rate
50%
13 out of 26
profitable transactions
Average Return
0.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return-
12-Month Return-
YTD Return▲ 1.26%
Total Return▲ 1.26%

Best Trade

Opened at
Closed at-
Gain▲ 12.97%

Bio

The Equity Growth Blend Portfolio targets transformative sectors like AI, EVs, and clean energy. Combining industry leaders with innovators, this fund provides diversified exposure to high-growth opportunities across key industries.

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.39%
▼ 0.89%
Oct 2024
▲ 43.24%
▲ 5.96%
Nov 2024
▲ 4.37%
▲ 0.29%
▲ 1.26%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.39%▼ 0.89%
▲ 43.24%▲ 5.96%
▲ 4.37%▲ 0.29%▲ 1.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total Bond Market ETF
4.01%
▲ 0.01%
1
Open
Dec 16, 2024
iShares Biotechnology ETF
3.92%
▲ 0.34%
1
Open
Dec 16, 2024
Schwab US Dividend Equity ETF
7.02%
▼ 0.22%
1
Open
Dec 16, 2024
SPDR Portfolio S&P 500 Growth ETF
5.1%
0.00%
1
Open
Dec 16, 2024
Vanguard Real Estate ETF
4.99%
▼ 0.48%
1
Open
Dec 16, 2024
Energy Select Sector SPDR Fund
4.94%
▼ 0.74%
1
Open
Dec 16, 2024
Financial Select Sector SPDR Fund
5.06%
▼ 0.71%
1
Open
Dec 16, 2024
Industrial Select Sector SPDR Fund
3.87%
▼ 0.92%
1
Open
Dec 16, 2024
Mercadolibre
2.09%
▲ 0.69%
1
Open
Dec 16, 2024
Hdfc Bank
1.57%
▼ 1.78%
1
Open
Dec 16, 2024
PDD Holdings
1.56%
▲ 2.82%
1
Open
Dec 16, 2024
Taiwan Semiconductor Manufacturing
3.17%
▼ 0.77%
1
Open
Dec 16, 2024
JinkoSolar
0.88%
▼ 0.41%
1
Open
Dec 16, 2024
USD Coin
▼ 0.10%
2
Close
Dec 14, 2024
Tempus AI, Inc. Class A
0.56%
▼ 5.00%
1
Open
Dec 12, 2024
Amazon
3.75%
▲ 0.39%
1
Open
Dec 11, 2024
Johnson & Johnson
0.59%
▼ 0.16%
1
Open
Dec 11, 2024
Microsoft
3.72%
▲ 0.58%
1
Open
Dec 11, 2024
Nvidia
2.04%
▼ 6.40%
1
Open
Dec 11, 2024
Tesla
5.35%
▲ 12.97%
1
Open
Dec 11, 2024