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New Portfolio - New Portfolio

ND

New Portfolio
Individual Investor
Ranked #98,233 out of 775,923 TipRanks' Investors
Success Rate
62%
128 out of 205
profitable transactions
Average Return
18.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.12%
6-Month Return▲ 5.19%
12-Month Return▲ 16.16%
YTD Return▲ 15.15%
Total Return▲ 88.33%

Best Trade

Opened at
Closed at
Gain▲ 1397.89%

Bio

Pensión portfolio of a British investor based in UK

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.32%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.31%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.07%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.65%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.43%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.32%
▼ 2.25%▲ 3.53%▲ 2.31%
▲ 25.71%▲ 1.21%▲ 1.07%
▼ 4.22%▲ 2.34%▲ 1.78%
▲ 7.82%▲ 2.10%▲ 2.03%
▲ 5.38%▼ 0.89%▼ 0.50%
▲ 43.22%▲ 5.96%▲ 4.65%
▲ 3.34%▼ 1.56%▼ 4.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equinor ASA
7.67%
▼ 7.47%
7
Buy
Dec 16, 2024
Enbridge
5.14%
▲ 3.49%
3
Buy
Dec 16, 2024
Brookfield Renewable
0.54%
▼ 4.07%
1
Open
Dec 16, 2024
Monster Beverage
1.98%
▼ 1.70%
6
Sell
Dec 12, 2024
T Rowe Price
2.22%
▼ 2.93%
2
Buy
Dec 10, 2024
QXO Inc
0.59%
▼ 5.28%
1
Open
Dec 10, 2024
Danaher
2.18%
▼ 2.47%
1
Open
Dec 10, 2024
Grupo Aeroportuario Del Centro
3.44%
▲ 13.84%
4
Buy
Dec 02, 2024
Nu Holdings
2.98%
▼ 26.27%
3
Buy
Dec 02, 2024
Airbnb
▲ 6.76%
3
Close
Nov 22, 2024
Procter & Gamble
▲ 23.67%
5
Close
Nov 21, 2024
Banco Bilbao
3.7%
▼ 3.73%
4
Buy
Nov 20, 2024
CRH plc
▲ 22.07%
3
Close
Nov 15, 2024
Uber Technologies
4.06%
▼ 12.15%
3
Buy
Nov 13, 2024
Exxon Mobil
▲ 7.06%
3
Close
Nov 12, 2024
Microsoft
5.84%
▲ 11.37%
3
Buy
Oct 17, 2024
Cadence Design
5.76%
▲ 2.84%
3
Buy
Oct 17, 2024
Accenture
▲ 10.90%
2
Close
Oct 09, 2024
Charles Schwab
▲ 7.93%
3
Close
Oct 09, 2024
PayPal Holdings
3.33%
▲ 33.30%
4
Buy
Sep 27, 2024