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Equity Growth Blend - New Portfolio

Pierre Salazar

Equity Growth Blend
Individual Investor
Ranked #476,777 out of 789,901 TipRanks' Investors
Success Rate
42%
15 out of 36
profitable transactions
Average Return
-5.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.46%
6-Month Return-
12-Month Return-
YTD Return▼ 2.34%
Total Return▼ 4.84%

Best Trade

Opened at
Closed at-
Gain▲ 24.22%

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

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.01%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.51%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.01%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.96%▼ 2.41%▼ 2.55%
▲ 5.25%▲ 2.69%▲ 4.04%
▼ 12.86%▼ 1.27%▼ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
5.52%
▲ 22.42%
1
Open
Jan 15, 2025
KULR Technology Group
▼ 44.44%
2
Close
Jan 15, 2025
PDD Holdings
▲ 0.97%
2
Close
Dec 23, 2024
Infosys
1.31%
▼ 12.95%
1
Open
Dec 23, 2024
iShares Global Infrastructure ETF
1.76%
▲ 2.58%
1
Open
Dec 20, 2024
Archer Aviation
1.3%
▼ 6.41%
1
Open
Dec 19, 2024
IonQ
0.9%
▼ 38.80%
1
Open
Dec 19, 2024
Defiance Quantum ETF
0.49%
▼ 0.23%
1
Open
Dec 19, 2024
Costco
1.38%
▲ 9.76%
1
Open
Dec 19, 2024
Invesco S&P 500 Low Volatility ETF
9.95%
▲ 8.34%
1
Open
Dec 19, 2024
Vanguard Total Bond Market ETF
3.34%
▲ 2.15%
1
Open
Dec 16, 2024
iShares Biotechnology ETF
3.24%
▼ 2.15%
1
Open
Dec 16, 2024
Schwab US Dividend Equity ETF
6%
▲ 1.90%
1
Open
Dec 16, 2024
SPDR Portfolio S&P 500 Growth ETF
4.04%
▼ 6.34%
1
Open
Dec 16, 2024
Vanguard Real Estate ETF
4.31%
▲ 1.85%
1
Open
Dec 16, 2024
Energy Select Sector SPDR Fund
4.21%
▲ 1.49%
1
Open
Dec 16, 2024
Financial Select Sector SPDR Fund
4.48%
▲ 5.08%
1
Open
Dec 16, 2024
Industrial Select Sector SPDR Fund
3.2%
▼ 1.81%
1
Open
Dec 16, 2024
Mercadolibre
2.05%
▲ 15.23%
1
Open
Dec 16, 2024
Hdfc Bank
1.2%
▼ 9.06%
1
Open
Dec 16, 2024