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Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #63,504 out of 783,334 TipRanks' Investors
Success Rate
68%
355 out of 522
profitable transactions
Average Return
20.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return▲ 6.16%
12-Month Return▲ 15.48%
YTD Return▲ 4.05%
Total Return▲ 81.58%

Best Trade

Opened at
Closed at-
Gain▲ 198.03%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.74%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.58%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.43%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.05%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.24%
▲ 8.13%▲ 1.21%▲ 2.68%
▼ 13.14%▲ 2.34%▲ 2.52%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 9.99%▼ 0.89%▼ 2.74%
▲ 26.04%▲ 5.96%▲ 2.58%
▲ 5.93%▼ 2.41%▼ 1.43%
▲ 3.19%▲ 2.68%▲ 4.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Allianz SE Unsponsored ADR
0.27%
▲ 25.85%
4
Buy
Jan 20, 2025
iShares Physical Silver ETC
▲ 2.39%
2
Close
Jan 20, 2025
Brenntag AG
▼ 12.91%
3
Close
Jan 15, 2025
Vanguard USD Treasury Bond UCITS ETF
0.04%
▼ 3.59%
12
Open
Jan 13, 2025
Vanguard S&P 500 UCITS ETF
7.46%
▲ 21.09%
15
Buy
Jan 13, 2025
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.43%
▲ 8.96%
17
Buy
Jan 13, 2025
Vanguard FTSE Japan UCITS ETF
0.46%
▲ 6.58%
11
Buy
Jan 12, 2025
iShares Core MSCI World UCITS ETF
5.68%
▲ 15.51%
13
Buy
Jan 12, 2025
Bitcoin
0.35%
▲ 5.25%
3
Buy
Dec 12, 2024
Rio Tinto
1.05%
▲ 4.23%
13
Buy
Nov 26, 2024
Oracle
0.77%
▲ 10.05%
3
Buy
Nov 26, 2024
American Express
1.16%
▲ 24.86%
3
Buy
Nov 26, 2024
Microsoft
11.65%
▲ 57.17%
11
Buy
Oct 01, 2024
AbbVie
2.86%
▲ 52.45%
12
Buy
Oct 01, 2024
Union Pacific
5.88%
▲ 21.21%
10
Buy
Sep 16, 2024
Canadian National Railway
1.52%
▼ 7.12%
9
Buy
Sep 16, 2024
JPMorgan Chase & Co.
9.47%
▲ 104.80%
16
Buy
Sep 02, 2024
PepsiCo
1.51%
▼ 7.03%
6
Buy
Sep 02, 2024
General Mills
1.87%
▼ 2.66%
19
Buy
Aug 15, 2024
Cisco Systems
1.37%
▲ 24.28%
5
Buy
Aug 15, 2024