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New Portfolio - New Portfolio

Zoltán Marczell

New Portfolio
Individual Investor
Ranked #17,049 out of 776,675 TipRanks' Investors
Success Rate
73%
97 out of 133
profitable transactions
Average Return
52.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.93%
6-Month Return▲ 11.74%
12-Month Return▲ 18.24%
YTD Return▲ 18.74%
Total Return▲ 24.72%

Best Trade

Opened at
Closed at-
Gain▲ 937.83%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.22%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.71%
Sep 2024
▲ 5.26%
▼ 0.89%
▼ 3.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.40%
Nov 2024
▲ 1.34%
▲ 0.14%
▲ 0.55%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 2.22%
▲ 25.71%▲ 1.21%▲ 1.75%
▼ 4.22%▲ 2.34%▲ 3.00%
▲ 7.82%▲ 2.10%▲ 3.71%
▲ 5.26%▼ 0.89%▼ 3.01%
▲ 43.22%▲ 5.96%▲ 5.40%
▲ 1.34%▲ 0.14%▲ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kering
0.88%
▼ 33.48%
3
Buy
Dec 23, 2024
Porsche Automobil Holding
0.84%
▼ 24.14%
2
Buy
Dec 23, 2024
Novo Nordisk
1.01%
▼ 1.19%
1
Open
Dec 23, 2024
Brown-Forman B
0.86%
▼ 1.67%
1
Open
Dec 23, 2024
L'Oreal
0.96%
▲ 0.72%
1
Open
Dec 23, 2024
Monster Beverage
0.94%
▲ 1.56%
1
Open
Dec 23, 2024
Lululemon Athletica
9.47%
▲ 0.61%
1
Open
Dec 23, 2024
Cognex
0.96%
▲ 2.19%
1
Open
Dec 23, 2024
Zoetis
0.95%
▲ 0.75%
1
Open
Dec 23, 2024
Marriott International
1.01%
▲ 1.03%
1
Open
Dec 23, 2024
Constellation Software
0.98%
▲ 2.03%
1
Open
Dec 23, 2024
Accenture
0.95%
▲ 0.46%
1
Open
Dec 23, 2024
Paychex
0.88%
▲ 2.37%
1
Open
Dec 23, 2024
Integrity Dividend Summit Fund - Class A
0%
▲ 0.28%
1
Open
Dec 23, 2024
Automatic Data Processing
0.86%
▲ 1.05%
1
Open
Dec 23, 2024
Waters
0.92%
▲ 1.90%
1
Open
Dec 23, 2024
Veeva Systems
9.06%
▼ 4.46%
1
Open
Dec 23, 2024
Stryker
0.9%
▲ 0.80%
1
Open
Dec 23, 2024
S&P Global
0.92%
▲ 1.31%
1
Open
Dec 23, 2024
Apple
0.91%
▲ 1.47%
1
Open
Dec 23, 2024