tiprankstipranks

first - New Portfolio

first
Individual Investor
Ranked #292,844 out of 781,066 TipRanks' Investors
Success Rate
75%
9 out of 12
profitable transactions
Average Return
3.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.71%
6-Month Return-
12-Month Return-
YTD Return▲ 3.56%
Total Return▲ 3.71%

Best Trade

Opened at
Closed at-
Gain▲ 6.57%

Bio

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
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.14%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.56%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%▲ 0.14%
▲ 11.17%▲ 1.96%▲ 3.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.65%
▼ 1.75%
2
Buy
Jan 08, 2025
Coca-Cola
9.24%
▲ 0.10%
2
Buy
Dec 27, 2024
TCG BDC
4.41%
▲ 4.23%
2
Buy
Dec 27, 2024
VanEck Semiconductor UCITS ETF Accum A USD
4.66%
▲ 5.81%
1
Open
Dec 25, 2024
AMUNDI EURO STOXX 50 UCITS ETF DR - EUR (D)
24.7%
▲ 5.64%
1
Open
Dec 25, 2024
iShares Listed Private Equity UCITS ETF
27.47%
▲ 5.71%
1
Open
Dec 25, 2024
iShares Global Aerospace & Defence UCITS ETF Accum- USD
10.85%
▲ 5.24%
1
Open
Dec 25, 2024
Xtrackers STOXX GLOBAL SELECT DIVIDEND 100 SWAP UCITS ETF Distribution 1D
▲ 3.48%
1
Close
Dec 25, 2024
Ares Capital
15.03%
▲ 6.57%
1
Open
Dec 24, 2024