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Blue Portfolio - New Portfolio

PerformancePortfolio Details

Frank Blau

Blue Portfolio
Individual Investor
Ranked #79,940 out of 776,473 TipRanks' Investors
Success Rate
66%
339 out of 515
profitable transactions
Average Return
18.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 7.09%
12-Month Return▲ 15.34%
YTD Return▲ 14.58%
Total Return▲ 79.62%

Best Trade

AssetJPMorgan Ch... (JPM)
Opened at
Closed at-
Gain▲ 169.50%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.29%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 2.75%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.82%
Nov 2024
▲ 2.14%
▼ 0.97%
▲ 0.24%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.29%
▼ 2.25%▲ 3.53%▲ 0.24%
▲ 25.71%▲ 1.21%▲ 2.68%
▼ 4.22%▲ 2.34%▲ 2.52%
▲ 7.82%▲ 2.10%▲ 1.19%
▲ 5.26%▼ 0.89%▼ 2.75%
▲ 43.22%▲ 5.96%▲ 3.82%
▲ 2.14%▼ 0.97%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTC-USD
Bitcoin
0.34%
▲ 0.21%
3
Buy
Dec 12, 2024
VUAA
Vanguard S&P 500 UCITS ETF
7.4%
▲ 20.19%
14
Buy
Dec 07, 2024
IRRRF
iShares Core MSCI World UCITS ETF
5.55%
▲ 13.93%
12
Buy
Dec 07, 2024
GGRW
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.27%
▲ 5.71%
16
Buy
Dec 07, 2024
RIO
Rio Tinto
1.04%
▲ 3.33%
13
Buy
Nov 26, 2024
ORCL
Oracle
0.79%
▲ 16.14%
3
Buy
Nov 26, 2024
AXP
American Express
1.12%
▲ 19.91%
3
Buy
Nov 26, 2024
MSFT
Microsoft
12.61%
▲ 56.11%
11
Buy
Oct 01, 2024
ABBV
AbbVie
3%
▲ 55.11%
12
Buy
Oct 01, 2024
VNFGF
Vanguard FTSE Japan UCITS ETF
0.44%
▲ 7.83%
10
Buy
Oct 01, 2024
UNP
Union Pacific
5.53%
▲ 11.60%
10
Buy
Sep 16, 2024
CNI
Canadian National Railway
1.52%
▼ 9.43%
9
Buy
Sep 16, 2024
JPM
JPMorgan Chase & Co.
8.75%
▲ 85.20%
16
Buy
Sep 02, 2024
PEP
PepsiCo
1.56%
▼ 5.52%
6
Buy
Sep 02, 2024
GIS
General Mills
2.01%
▲ 1.70%
19
Buy
Aug 15, 2024
CSCO
Cisco Systems
1.39%
▲ 24.06%
5
Buy
Aug 15, 2024
SMFG
Sumitomo Mitsui
0.45%
▲ 35.87%
6
Buy
Aug 01, 2024
BNR
Brenntag AG
0.11%
▼ 11.65%
2
Buy
Aug 01, 2024
BRK.B
Berkshire Hathaway B
5.52%
▲ 50.36%
5
Buy
Jul 15, 2024
AAPL
Apple
5.74%
▲ 65.81%
11
Buy
Jul 15, 2024