My Portfolio - New Portfolio

BNZ2020

My Portfolio
Individual Investor
Ranked #231,215 out of 748,626 TipRanks' Investors
Success Rate
56%
26 out of 46
profitable transactions
Average Return
8.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.82%
6-Month Return▲ 8.22%
12-Month Return▲ 6.71%
YTD Return▲ 7.66%
Total Return▲ 18.40%

Best Trade

Opened at
Closed at-
Gain▲ 164.64%

Bio

Long term investor

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 8.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.74%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.98%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.00%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 5.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.67%
▼ 1.87%▲ 1.59%▼ 1.40%
▲ 14.08%▲ 5.22%▲ 3.74%
▲ 5.05%▲ 3.27%▲ 1.21%
▼ 12.40%▼ 4.03%▼ 2.87%
▲ 11.46%▲ 5.06%▲ 4.98%
▼ 2.25%▲ 3.53%▼ 3.00%
▲ 24.77%▼ 1.07%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
▼ 1.90%
2
Close
Jan 27, 2024
Salesforce
9.85%
▲ 18.21%
3
Sell
Jan 25, 2024
SPDR Gold Shares
16.54%
▲ 24.74%
4
Buy
Dec 23, 2023
Hikma Pharmaceuticals
▼ 32.11%
3
Close
Dec 23, 2023
Persimmon
2.26%
▲ 7.40%
2
Buy
Dec 23, 2023
Hikma Pharmaceuticals
30.98%
▲ 21.29%
2
Buy
Dec 23, 2023
Unilever
2.28%
▲ 24.89%
2
Buy
Dec 23, 2023
Sandoz Group Ltd Sponsored ADR
0.3%
▲ 23.50%
1
Open
Dec 23, 2023
Krispy Kreme
▲ 14.04%
2
Close
May 13, 2022
Invesco DWA Technology Momentum ETF
▼ 13.84%
3
Close
Apr 25, 2022
Novartis
4.14%
▲ 46.98%
3
Buy
Mar 08, 2022
Gilead Sciences
▲ 4.21%
2
Close
Jan 22, 2022
TuSimple Holdings
▼ 41.52%
2
Close
Jan 22, 2022
GlaxoSmithKline
▼ 1.11%
2
Close
Jan 22, 2022
ARK Genomic Revolution ETF
1.02%
▼ 63.40%
2
Buy
Jan 04, 2022
Grayscale Digital Large Cap Fund LLC
0.55%
▲ 0.31%
3
Open
Oct 15, 2021
Organon
0.83%
▼ 14.00%
2
Buy
Jul 30, 2021
Invesco QQQ Trust
6.94%
▲ 27.74%
1
Open
Jul 28, 2021
Pfizer
1.15%
▼ 13.13%
1
Open
May 25, 2021
Merck & Company
4.7%
▲ 91.68%
1
Open
May 03, 2021