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Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #37,174 out of 744,113 TipRanks' Investors
Success Rate
71%
340 out of 479
profitable transactions
Average Return
17.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.47%
6-Month Return▲ 7.79%
12-Month Return▲ 15.44%
YTD Return▲ 8.19%
Total Return▲ 69.71%

Best Trade

Opened at
Closed at-
Gain▲ 157.54%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.34%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.73%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.46%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.24%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▼ 2.99%
▲ 1.33%
▲ 1.89%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.42%
▼ 1.87%▲ 1.59%▲ 0.34%
▲ 14.08%▲ 5.22%▲ 1.01%
▲ 5.05%▲ 3.27%▲ 3.73%
▼ 12.40%▼ 4.03%▼ 1.46%
▲ 11.46%▲ 5.06%▲ 2.24%
▼ 2.25%▲ 3.53%▲ 0.26%
▼ 2.99%▲ 1.33%▲ 1.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
2.42%
▲ 23.04%
22
Buy
Jul 01, 2024
Itochu
0.4%
▲ 19.32%
7
Buy
Jul 01, 2024
Petroleo Brasileiro SA
0.29%
▲ 10.59%
11
Buy
Jul 01, 2024
Vale SA
0.2%
▼ 10.03%
9
Buy
Jul 01, 2024
Vanguard FTSE Japan UCITS ETF
0.4%
▲ 6.20%
8
Buy
Jul 01, 2024
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.38%
▲ 7.85%
11
Buy
Jul 01, 2024
Oracle
0.29%
▲ 8.26%
2
Buy
Jul 01, 2024
Rio Tinto
0.82%
▲ 15.91%
12
Buy
Jun 17, 2024
Koninklijke Ahold Delhaize
1.16%
▲ 1.52%
5
Buy
Jun 17, 2024
Vanguard S&P 500 UCITS ETF
6.6%
▲ 12.01%
9
Buy
Jun 07, 2024
JPMorgan Chase & Co.
7.94%
▲ 62.02%
15
Buy
Jun 03, 2024
Sumitomo Mitsui
0.45%
▲ 36.13%
5
Buy
Jun 03, 2024
Shin-Etsu Chemical Co
1.38%
▲ 8.73%
6
Buy
Jun 03, 2024
Oneok
1.91%
▲ 18.64%
3
Buy
Jun 03, 2024
iShares Core MSCI World UCITS ETF
4.23%
▲ 13.51%
8
Buy
Jun 03, 2024
Brenntag AG
0.07%
▼ 1.63%
1
Open
Jun 03, 2024
Colgate-Palmolive
0.96%
▲ 26.72%
10
Buy
May 15, 2024
DHL Group
1.93%
▲ 3.20%
17
Buy
May 15, 2024
Merck & Company
2.39%
▲ 46.71%
12
Buy
May 02, 2024
Allianz SE Unsponsored ADR
0.2%
▲ 14.00%
3
Buy
Apr 15, 2024