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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #320,123 out of 775,923 TipRanks' Investors
Success Rate
53%
26 out of 49
profitable transactions
Average Return
8.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.82%
6-Month Return▲ 32.44%
12-Month Return▲ 43.82%
YTD Return▲ 42.67%
Total Return▲ 59.10%

Best Trade

Opened at
Closed at-
Gain▲ 105.88%

Bio

My new research field thanks to Covid-19

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.31%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.76%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 13.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.18%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.83%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.71%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 4.70%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 9.31%
▼ 2.25%▲ 3.53%▼ 7.76%
▲ 25.71%▲ 1.21%▲ 13.43%
▼ 4.22%▲ 2.34%▲ 2.37%
▲ 7.82%▲ 2.10%▼ 0.18%
▲ 5.38%▼ 0.89%▲ 2.83%
▲ 43.22%▲ 5.96%▲ 8.71%
▲ 3.34%▼ 1.56%▲ 4.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
0.48%
▼ 2.99%
1
Open
Dec 13, 2024
Coca-Cola
1.11%
▲ 6.00%
3
Open
Nov 09, 2024
Merck & Company
8.69%
▲ 9.07%
6
Buy
Nov 05, 2024
Conocophillips
8.43%
▲ 9.84%
4
Buy
Nov 05, 2024
Chevron
12.66%
▲ 6.33%
4
Buy
Nov 05, 2024
PayPal Holdings
7.72%
▲ 3.04%
4
Buy
Nov 05, 2024
Nio
1.13%
▼ 47.12%
3
Buy
Nov 05, 2024
Alphabet Class A
16.96%
▲ 60.92%
3
Buy
Nov 05, 2024
Advanced Micro Devices
▲ 36.12%
2
Close
Nov 05, 2024
PepsiCo
▼ 0.09%
2
Close
Nov 05, 2024
Utilities Select Sector SPDR Fund
6.77%
▼ 2.46%
1
Open
Nov 05, 2024
Amazon
7.97%
▲ 12.74%
1
Open
Nov 05, 2024
Vanguard S&P 500 ETF
19.32%
▲ 27.52%
5
Buy
May 09, 2024
Bitcoin
0%
▲ 99.53%
1
Open
Feb 11, 2024
Viatris
▲ 5.09%
5
Close
Feb 10, 2024
Marvell
5.95%
▲ 59.30%
1
Open
Feb 10, 2024
Organon
▼ 25.80%
4
Close
Aug 26, 2023
International Flavors & Fragrances
▼ 31.81%
3
Close
Aug 26, 2023
SoFi Technologies
▲ 33.31%
4
Close
Jul 08, 2023
Pfizer
2.8%
▼ 41.81%
3
Buy
Nov 04, 2022