New Portfolio - New Portfolio

Zoltán Marczell

New Portfolio
Individual Investor
Ranked #40,224 out of 794,584 TipRanks' Investors
Success Rate
59%
79 out of 134
profitable transactions
Average Return
30.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.04%
6-Month Return▼ 11.08%
12-Month Return▼ 2.62%
YTD Return▼ 11.53%
Total Return▲ 7.11%

Best Trade

Opened at
Closed at-
Gain▲ 599.53%

Bio

Long-term portfolio 5 years outlook for companies growing steadily which are already market leaders but have a nieche over the market.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.13%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.46%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 5.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.57%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 9.12%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.73%
▲ 10.00%▼ 0.89%▼ 3.32%
▲ 26.01%▲ 5.96%▲ 5.13%
▲ 5.33%▼ 2.41%▼ 1.46%
▲ 5.87%▲ 2.69%▲ 5.93%
▼ 12.86%▼ 1.27%▼ 0.58%
▼ 1.80%▼ 5.57%▼ 7.57%
▼ 9.96%▼ 9.67%▼ 9.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kering
0.78%
▼ 48.50%
3
Buy
Dec 23, 2024
Porsche Automobil Holding
0.94%
▼ 18.24%
2
Buy
Dec 23, 2024
Novo Nordisk
0.84%
▼ 28.68%
1
Open
Dec 23, 2024
Brown-Forman B
0.83%
▼ 19.76%
1
Open
Dec 23, 2024
L'Oreal
1.2%
▲ 9.39%
1
Open
Dec 23, 2024
Monster Beverage
1.18%
▲ 10.07%
1
Open
Dec 23, 2024
Lululemon Athletica
7.52%
▼ 31.24%
1
Open
Dec 23, 2024
Cognex
0.78%
▼ 30.81%
1
Open
Dec 23, 2024
Zoetis
1.02%
▼ 7.64%
1
Open
Dec 23, 2024
Marriott International
0.89%
▼ 24.18%
1
Open
Dec 23, 2024
Constellation Software
1.11%
▼ 1.94%
1
Open
Dec 23, 2024
Accenture
0.89%
▼ 20.55%
1
Open
Dec 23, 2024
Paychex
1.04%
▲ 3.53%
1
Open
Dec 23, 2024
Integrity Dividend Summit Fund - Class A
0%
▼ 6.85%
1
Open
Dec 23, 2024
Automatic Data Processing
0.96%
▼ 2.21%
1
Open
Dec 23, 2024
Waters
0.93%
▼ 12.13%
1
Open
Dec 23, 2024
Veeva Systems
10.53%
▼ 4.98%
1
Open
Dec 23, 2024
Stryker
0.99%
▼ 5.21%
1
Open
Dec 23, 2024
S&P Global
0.96%
▼ 9.22%
1
Open
Dec 23, 2024
Apple
0.78%
▼ 26.12%
1
Open
Dec 23, 2024