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Portfolio 1 - New Portfolio

Maziar K

Portfolio 1
Individual Investor
Ranked #237,534 out of 775,913 TipRanks' Investors
Success Rate
52%
645 out of 1253
profitable transactions
Average Return
15.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.90%
6-Month Return▲ 3.30%
12-Month Return▲ 14.45%
YTD Return▲ 14.86%
Total Return▲ 47.49%

Best Trade

Opened at
Closed at-
Gain▲ 1882.92%

Bio

This is a growth portfolio with a 3% dividend. While tech heavy I don’t hesitate buying in any sector. The semi heavy emphasis of the years past is now pivoting to Alternative Energy/EV/Infrastructure/space. It is oil and shipping heavy temporarily.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.02%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.84%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.24%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.03%
▼ 2.25%▲ 3.53%▲ 0.02%
▲ 25.71%▲ 1.21%▲ 0.75%
▼ 4.22%▲ 2.34%▼ 1.13%
▲ 7.82%▲ 2.10%▲ 2.62%
▲ 5.38%▼ 0.89%▼ 1.24%
▲ 43.22%▲ 5.96%▲ 5.84%
▲ 3.34%▼ 1.56%▼ 4.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sterling Construction
0.99%
▲ 103.38%
6
Sell
Dec 19, 2024
UnitedHealth
0.39%
▲ 25.78%
13
Sell
Dec 13, 2024
Pagseguro Digital
▼ 46.81%
9
Close
Dec 13, 2024
Arbor Realty
0.69%
▲ 106.80%
9
Sell
Dec 09, 2024
Energy Transfer
1.42%
▲ 4.84%
15
Buy
Dec 09, 2024
Celestica
1.8%
▲ 89.86%
11
Buy
Dec 06, 2024
Parsons
0.84%
▲ 10.30%
10
Buy
Dec 06, 2024
SkyWest
0.77%
▲ 25.35%
5
Buy
Dec 06, 2024
CRH plc
0.32%
▼ 6.42%
5
Buy
Dec 05, 2024
Ferguson PLC
0.17%
▼ 16.80%
1
Open
Dec 05, 2024
APA
▼ 11.09%
2
Close
Dec 04, 2024
Marvell
1.05%
▲ 97.66%
7
Sell
Dec 04, 2024
Blue Owl Capital
1.05%
▲ 21.48%
8
Buy
Dec 04, 2024
CTO Realty Growth
0.61%
▲ 0.73%
4
Buy
Nov 26, 2024
Alphabet Class A
1.08%
▲ 39.08%
12
Buy
Nov 21, 2024
Powell Industries
1.16%
▲ 51.87%
5
Buy
Nov 20, 2024
Amazon
2.01%
▲ 58.37%
15
Buy
Nov 19, 2024
Mizuho Financial
0.61%
▲ 15.87%
6
Buy
Nov 18, 2024
Twilio
0.37%
▲ 37.46%
19
Sell
Nov 15, 2024
Meta Platforms
2.92%
▲ 147.57%
19
Buy
Nov 15, 2024