New Portfolio - New Portfolio

katz konstantin

New Portfolio
Individual Investor
Ranked #157,566 out of 748,869 TipRanks' Investors
Success Rate
51%
95 out of 188
profitable transactions
Average Return
20.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.44%
6-Month Return▲ 20.74%
12-Month Return▲ 26.37%
YTD Return▲ 24.48%
Total Return▲ 18.98%

Best Trade

Opened at
Closed at-
Gain▲ 623.40%

Bio

investment protfolio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 2.90%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.71%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.79%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.02%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.83%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.10%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 4.61%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.90%
▼ 1.87%▲ 1.59%▲ 1.71%
▲ 14.08%▲ 5.22%▲ 8.45%
▲ 5.05%▲ 3.27%▲ 1.79%
▼ 12.40%▼ 4.03%▼ 3.02%
▲ 11.46%▲ 5.06%▲ 9.83%
▼ 2.25%▲ 3.53%▲ 9.10%
▲ 24.77%▼ 1.07%▼ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
9.87%
▲ 37.48%
9
Buy
Jun 23, 2024
Nvidia
36.82%
▲ 295.11%
16
Buy
Jun 23, 2024
Microsoft
8.87%
▲ 39.67%
8
Buy
Jun 18, 2024
Applied Materials
1.68%
▼ 9.60%
2
Buy
Jun 18, 2024
Amazon
6.35%
▲ 16.06%
11
Buy
Jun 15, 2024
Cadence Design
5.7%
▲ 31.15%
8
Buy
Mar 06, 2024
Meta Platforms
8.1%
▼ 16.77%
10
Buy
Mar 06, 2024
Apple
6.82%
▲ 44.73%
12
Sell
Mar 06, 2024
Visa
2.1%
▲ 0.38%
2
Buy
Mar 06, 2024
Exxon Mobil
▲ 12.45%
5
Close
Feb 25, 2024
AbbVie
▲ 10.46%
9
Close
Nov 17, 2023
Humana
1.82%
▼ 22.97%
3
Buy
Nov 17, 2023
ASML Holding
5.15%
▼ 4.58%
11
Buy
Oct 16, 2023
BlackRock
▼ 23.55%
4
Close
Oct 16, 2023
Tesla
5.86%
▼ 23.50%
12
Sell
Oct 16, 2023
Block
▼ 58.00%
9
Close
Sep 14, 2023
Raytheon Technologies
▼ 2.70%
10
Close
Sep 14, 2023
Devon Energy
▼ 3.46%
12
Close
Sep 14, 2023
Energy Select Sector SPDR Fund
▲ 11.57%
6
Close
Dec 16, 2022
PayPal Holdings
▼ 35.50%
8
Close
Oct 22, 2022