New Portfolio - New Portfolio

ND

New Portfolio
Individual Investor
Ranked #63,496 out of 766,394 TipRanks' Investors
Success Rate
68%
130 out of 191
profitable transactions
Average Return
20.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.03%
6-Month Return▲ 9.88%
12-Month Return▲ 30.85%
YTD Return▲ 17.66%
Total Return▲ 92.44%

Best Trade

Opened at
Closed at
Gain▲ 1397.89%

Bio

Pensión portfolio of a British investor based in UK

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.32%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.31%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.82%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 2.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.77%
▲ 11.46%▲ 5.06%▲ 6.32%
▼ 2.25%▲ 3.53%▲ 2.31%
▲ 25.72%▲ 1.21%▲ 1.07%
▼ 4.22%▲ 2.34%▲ 1.78%
▲ 7.82%▲ 2.10%▲ 2.03%
▲ 6.02%▼ 0.89%▼ 0.82%
▲ 24.50%▲ 5.20%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equinor ASA
5.54%
▼ 8.80%
6
Buy
Oct 17, 2024
Microsoft
5.58%
▲ 6.41%
3
Buy
Oct 17, 2024
Cadence Design
5.65%
▲ 2.65%
3
Buy
Oct 17, 2024
Procter & Gamble
4.73%
▲ 18.85%
4
Buy
Oct 14, 2024
Banco Bilbao
2.69%
▼ 4.37%
3
Buy
Oct 14, 2024
Accenture
▲ 10.90%
2
Close
Oct 09, 2024
Charles Schwab
▲ 7.93%
3
Close
Oct 09, 2024
PayPal Holdings
3.28%
▲ 33.00%
4
Buy
Sep 27, 2024
Airbnb
2.04%
▲ 6.80%
2
Buy
Sep 10, 2024
Exxon Mobil
2.29%
▲ 7.16%
2
Buy
Sep 10, 2024
Tesla
▲ 483.40%
5
Close
Sep 05, 2024
L3Harris Technologies
▲ 4.17%
3
Close
Aug 30, 2024
Scottish Mortgage Investment Trust Plc
2.71%
▲ 9.58%
2
Buy
Aug 28, 2024
Amazon
7.84%
▲ 85.28%
4
Buy
Aug 27, 2024
Spotify Technology SA
▲ 105.48%
8
Close
Aug 27, 2024
Roper Technologies
▲ 2.01%
4
Close
Aug 21, 2024
Grupo Aeroportuario Del Centro
2.09%
▼ 0.64%
3
Buy
Aug 21, 2024
Coca-Cola
▲ 20.18%
5
Close
Aug 08, 2024
Monster Beverage
5.09%
▲ 5.94%
5
Buy
Aug 08, 2024
CRH plc
2.84%
▲ 27.02%
2
Buy
Aug 01, 2024