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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #316,549 out of 789,901 TipRanks' Investors
Success Rate
55%
27 out of 49
profitable transactions
Average Return
5.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.30%
6-Month Return▲ 13.45%
12-Month Return▲ 21.79%
YTD Return▲ 0.50%
Total Return▲ 45.42%

Best Trade

Opened at
Closed at-
Gain▲ 79.63%

Bio

My new research field thanks to Covid-19

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 1.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.51%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 2.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.64%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 1.41%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.67%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.76%
▼ 13.14%▲ 2.34%▼ 8.54%
▲ 2.93%▲ 2.10%▲ 2.51%
▲ 10.01%▼ 0.89%▲ 2.59%
▲ 26.01%▲ 5.96%▲ 3.64%
▲ 5.96%▼ 2.41%▲ 1.41%
▲ 5.25%▲ 2.69%▼ 0.34%
▼ 12.86%▼ 1.27%▼ 7.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
2.95%
▼ 41.09%
4
Sell
Dec 22, 2024
Merck & Company
8.73%
▲ 3.62%
7
Sell
Dec 22, 2024
Chevron
14.35%
▲ 15.22%
5
Sell
Dec 22, 2024
PayPal Holdings
6.54%
▼ 17.51%
5
Sell
Dec 22, 2024
Nio
1.11%
▼ 50.73%
4
Sell
Dec 22, 2024
Alphabet Class A
15.66%
▲ 40.41%
4
Sell
Dec 22, 2024
Vanguard S&P 500 ETF
20.13%
▲ 26.02%
6
Sell
Dec 22, 2024
Marvell
4.83%
▲ 22.25%
2
Sell
Dec 22, 2024
Utilities Select Sector SPDR Fund
7.44%
▲ 2.08%
2
Sell
Dec 22, 2024
Amazon
7.69%
▲ 2.77%
2
Sell
Dec 22, 2024
Schwab US Dividend Equity ETF
0.53%
▲ 0.96%
2
Sell
Dec 22, 2024
Coca-Cola
1.36%
▲ 13.71%
3
Open
Nov 09, 2024
Conocophillips
8.68%
▲ 7.83%
4
Buy
Nov 05, 2024
Advanced Micro Devices
▲ 36.12%
2
Close
Nov 05, 2024
PepsiCo
▼ 0.09%
2
Close
Nov 05, 2024
Bitcoin
0%
▲ 78.38%
1
Open
Feb 11, 2024
Viatris
▲ 5.09%
5
Close
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