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Equity Growth Blend - New Portfolio

Pierre Salazar

Equity Growth Blend
Individual Investor
Ranked #338,761 out of 783,619 TipRanks' Investors
Success Rate
61%
22 out of 36
profitable transactions
Average Return
0.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return-
12-Month Return-
YTD Return▲ 3.84%
Total Return▲ 0.28%

Best Trade

Opened at
Closed at-
Gain▲ 39.49%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.43%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 3.84%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%▼ 3.43%
▲ 4.87%▲ 3.24%▲ 3.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
5.15%
▲ 19.20%
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
1.37%
▼ 4.21%
1
Open
Dec 23, 2024
iShares Global Infrastructure ETF
1.66%
▲ 4.05%
1
Open
Dec 20, 2024
Archer Aviation
1.47%
▲ 10.10%
1
Open
Dec 19, 2024
IonQ
1.45%
▲ 2.78%
1
Open
Dec 19, 2024
Defiance Quantum ETF
0.49%
▲ 5.95%
1
Open
Dec 19, 2024
Costco
1.22%
▲ 2.54%
1
Open
Dec 19, 2024
Invesco S&P 500 Low Volatility ETF
8.93%
▲ 3.23%
1
Open
Dec 19, 2024
Vanguard Total Bond Market ETF
3.09%
▼ 0.10%
1
Open
Dec 16, 2024
iShares Biotechnology ETF
3.16%
▲ 1.23%
1
Open
Dec 16, 2024
Schwab US Dividend Equity ETF
5.55%
▲ 0.39%
1
Open
Dec 16, 2024
SPDR Portfolio S&P 500 Growth ETF
4.03%
▼ 0.61%
1
Open
Dec 16, 2024
Vanguard Real Estate ETF
3.9%
▼ 2.02%
1
Open
Dec 16, 2024
Energy Select Sector SPDR Fund
3.97%
▲ 4.19%
1
Open
Dec 16, 2024
Financial Select Sector SPDR Fund
4.21%
▲ 5.14%
1
Open
Dec 16, 2024
Industrial Select Sector SPDR Fund
3.11%
▲ 1.80%
1
Open
Dec 16, 2024
Mercadolibre
1.8%
▲ 8.38%
1
Open
Dec 16, 2024
Hdfc Bank
1.14%
▼ 9.28%
1
Open
Dec 16, 2024