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New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #298,364 out of 743,457 TipRanks' Investors
Success Rate
47%
910 out of 1955
profitable transactions
Average Return
9.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 22.62%
12-Month Return▲ 35.84%
YTD Return▲ 20.60%
Total Return▲ 79.81%

Best Trade

Opened at
Closed at-
Gain▲ 645.61%

Bio

My portfolio is relatively new and is still evolving. It's based upon selecting companies that will be relevant 10+ years from now, innovative leadership, a protective moat, P/E ratios, ongoing daily research and strike point ranges per company.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.13%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.01%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.74%
▼ 1.87%▲ 1.59%▲ 5.40%
▲ 14.08%▲ 5.22%▲ 7.31%
▲ 5.05%▲ 3.27%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 5.65%
▼ 2.25%▲ 3.53%▲ 1.13%
▲ 0.26%▲ 0.21%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
9.35%
▲ 28.11%
66
Buy
Jun 26, 2024
Alphabet Class A
8.46%
▲ 60.52%
65
Buy
Jun 26, 2024
Novo Nordisk
8.57%
▲ 23.66%
5
Buy
Jun 26, 2024
Nvidia
8.36%
▲ 299.19%
45
Sell
Jun 25, 2024
Amazon
2.25%
▲ 8.66%
67
Buy
Jun 25, 2024
Visa
2.41%
▲ 21.69%
57
Buy
Jun 25, 2024
Procter & Gamble
8.1%
▲ 26.79%
37
Buy
Jun 25, 2024
Walmart
9.18%
▼ 3.65%
80
Buy
Jun 25, 2024
Ulta Beauty
0%
▲ 14.82%
15
Open
Jun 25, 2024
CrowdStrike Holdings
2.6%
▲ 23.55%
12
Sell
Jun 25, 2024
Palo Alto Networks
1.28%
▲ 7.72%
13
Buy
Jun 25, 2024
Taiwan Semiconductor Manufacturing
4.08%
▲ 11.38%
29
Sell
Jun 25, 2024
ARM Holdings PLC ADR
1.71%
▲ 34.64%
4
Sell
Jun 25, 2024
e.l.f. Beauty
0%
▼ 2.20%
1
Open
Jun 25, 2024
Meta Platforms
6.49%
▲ 0.98%
64
Buy
Jun 18, 2024
AstraZeneca
0%
▼ 3.16%
6
Sell
Jun 14, 2024
Vertiv Holdings
0%
▲ 7.59%
4
Sell
Jun 14, 2024
BlackRock Multi-Sector Income Trust
0%
▼ 1.09%
1
Open
Jun 14, 2024
Eli Lilly & Co
4.08%
▲ 12.48%
32
Buy
Jun 11, 2024
SoFi Technologies
1.91%
▼ 0.04%
23
Sell
Jun 11, 2024