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Blue Portfolio - New Portfolio

PerformancePortfolio Details

Frank Blau

Blue Portfolio
Individual Investor
Ranked #50,273 out of 764,634 TipRanks' Investors
Success Rate
69%
349 out of 505
profitable transactions
Average Return
18.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.31%
6-Month Return▲ 4.46%
12-Month Return▲ 20.92%
YTD Return▲ 9.62%
Total Return▲ 71.96%

Best Trade

AssetAbbVie (ABBV)
Opened at
Closed at-
Gain▲ 177.38%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.42%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.28%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.15%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.41%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.10%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.42%
▲ 11.46%▲ 5.06%▲ 2.28%
▼ 2.25%▲ 3.53%▲ 0.25%
▲ 25.72%▲ 1.21%▲ 2.68%
▼ 4.21%▲ 2.34%▲ 2.69%
▲ 7.82%▲ 2.10%▲ 1.15%
▲ 6.02%▼ 0.89%▼ 3.41%
▼ 2.57%▲ 0.42%▲ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
12.23%
▲ 45.53%
11
Buy
Oct 01, 2024
ABBV
AbbVie
3.52%
▲ 75.40%
12
Buy
Oct 01, 2024
VNFGF
Vanguard FTSE Japan UCITS ETF
0.46%
▲ 7.16%
10
Buy
Oct 01, 2024
GGRW
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.4%
▲ 8.77%
15
Buy
Oct 01, 2024
UNP
Union Pacific
5.82%
▲ 12.38%
10
Buy
Sep 16, 2024
CNI
Canadian National Railway
1.66%
▼ 5.29%
9
Buy
Sep 16, 2024
VUAA
Vanguard S&P 500 UCITS ETF
7.38%
▲ 13.16%
13
Buy
Sep 16, 2024
IRRRF
iShares Core MSCI World UCITS ETF
4.78%
▲ 16.05%
10
Buy
Sep 09, 2024
JPM
JPMorgan Chase & Co.
8.36%
▲ 70.40%
16
Buy
Sep 02, 2024
PEP
PepsiCo
1.75%
▲ 1.51%
6
Buy
Sep 02, 2024
GIS
General Mills
2.23%
▲ 8.88%
19
Buy
Aug 15, 2024
CSCO
Cisco Systems
1.33%
▲ 15.04%
5
Buy
Aug 15, 2024
SMFG
Sumitomo Mitsui
0.42%
▲ 22.01%
6
Buy
Aug 01, 2024
BNR
Brenntag AG
0.13%
▼ 6.88%
2
Buy
Aug 01, 2024
BRK.B
Berkshire Hathaway B
5.65%
▲ 48.22%
5
Buy
Jul 15, 2024
AAPL
Apple
5.14%
▲ 42.99%
11
Buy
Jul 15, 2024
ADM
Archer Daniels Midland
0.95%
▼ 10.62%
10
Buy
Jul 15, 2024
AXP
American Express
0.52%
▲ 17.01%
2
Buy
Jul 15, 2024
BAC
Bank of America
2.37%
▲ 26.45%
22
Buy
Jul 01, 2024
ITOCF
Itochu
0.37%
▲ 13.13%
7
Buy
Jul 01, 2024