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New Portfolio - New Portfolio

Vita 75

New Portfolio
Individual Investor
Ranked #246,252 out of 781,066 TipRanks' Investors
Success Rate
52%
41 out of 79
profitable transactions
Average Return
17.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return▲ 4.65%
12-Month Return▲ 22.03%
YTD Return▲ 2.81%
Total Return▲ 17.61%

Best Trade

Opened at
Closed at-
Gain▲ 203.74%

Bio

Stable with dividens / grow expected

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.69%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.83%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.75%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.81%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.69%
▲ 8.13%▲ 1.21%▲ 2.49%
▼ 13.14%▲ 2.34%▲ 2.08%
▲ 2.93%▲ 2.10%▲ 2.32%
▲ 10.00%▼ 0.89%▼ 2.06%
▲ 26.04%▲ 5.96%▲ 4.83%
▲ 5.93%▼ 2.41%▼ 4.75%
▲ 9.79%▲ 0.95%▲ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schlumberger
1.53%
▲ 0.40%
1
Open
Aug 08, 2024
Lakeland Bancorp
▲ 0.37%
2
Close
May 15, 2024
Provident Financial Services
1.3%
▲ 22.77%
1
Open
May 15, 2024
Bayer
1.08%
▼ 26.97%
1
Open
May 10, 2024
Roche Holding AG
2.03%
▲ 18.32%
1
Open
May 07, 2024
Fresenius SE & Co. KGaA
2.11%
▲ 38.29%
1
Open
Jan 17, 2024
Abbott Laboratories
1.6%
▲ 5.92%
1
Open
Jan 02, 2024
Alpha Lithium
▼ 32.61%
3
Close
Dec 29, 2023
Baidu
1.17%
▼ 27.73%
1
Open
Dec 23, 2023
Corteva
2.19%
▲ 40.69%
1
Open
Dec 12, 2023
WK Kellogg Co
0.11%
▲ 25.49%
1
Open
Oct 02, 2023
PORR AG
2.26%
▲ 59.63%
1
Open
Sep 13, 2023
Life Storage
▲ 7.93%
2
Close
Jul 19, 2023
Extra Space Storage
1.42%
▲ 7.01%
1
Open
Jul 19, 2023
LANXESS
1.15%
▼ 24.94%
1
Open
Jun 16, 2023
CVS Health
1.3%
▼ 19.70%
1
Open
May 22, 2023
Pfizer
1.11%
▼ 28.10%
1
Open
Apr 21, 2023
US Bancorp
2.04%
▲ 42.43%
1
Open
Mar 14, 2023
Halliburton
1.26%
▼ 20.84%
1
Open
Mar 03, 2023
PUMA SE NPV
1.03%
▼ 32.33%
1
Open
Feb 15, 2023