tiprankstipranks

Value & Quality - New Portfolio

Dimitry Nakhla

Value & Quality
Individual Investor
Ranked #26,607 out of 788,370 TipRanks' Investors
Success Rate
78%
40 out of 51
profitable transactions
Average Return
58.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 6.41%
12-Month Return▲ 10.17%
YTD Return▲ 3.26%
Total Return▲ 78.53%

Best Trade

Opened at
Closed at-
Gain▲ 513.36%

Bio

Investing in High-Quality Businesses at Attractive Valuations. Student of Benjamin Graham, Warren Buffett & Charlie Munger.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.61%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.69%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.13%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.78%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.58%
▼ 13.14%▲ 2.34%▲ 0.66%
▲ 2.93%▲ 2.10%▲ 2.61%
▲ 9.99%▼ 0.89%▼ 2.69%
▲ 26.03%▲ 5.96%▲ 3.97%
▲ 5.97%▼ 2.41%▼ 2.31%
▲ 5.25%▲ 2.69%▲ 5.13%
▼ 9.08%▲ 1.42%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
4%
▲ 0.46%
2
Buy
Dec 22, 2024
Applied Materials
4%
▲ 2.94%
1
Open
Dec 22, 2024
Alphabet Class C
9.86%
▲ 65.50%
5
Buy
Sep 10, 2024
The Hershey Company
0%
▼ 3.89%
2
Sell
Sep 10, 2024
Starbucks
0%
▲ 31.50%
2
Sell
Sep 10, 2024
Booking Holdings
7.74%
▲ 30.36%
1
Open
Sep 10, 2024
MSCI
4.49%
▲ 25.96%
1
Open
Apr 24, 2024
Accenture
0%
▲ 32.56%
4
Sell
Apr 16, 2024
Zoetis
3.11%
▲ 5.66%
1
Open
Apr 16, 2024
Copart
5.49%
▲ 113.63%
3
Sell
Feb 03, 2024
Lam Research
4%
▲ 128.19%
5
Sell
Feb 03, 2024
Meta Platforms
7.95%
▲ 408.37%
5
Sell
Feb 03, 2024
InMode
2.2%
▼ 36.64%
3
Buy
Nov 15, 2023
Qualcomm
0%
▲ 56.21%
2
Sell
Nov 15, 2023
Elevance Health
3.88%
▼ 14.87%
3
Buy
Nov 15, 2023
PayPal Holdings
5.81%
▲ 23.64%
2
Buy
Nov 15, 2023
Paychex
4.61%
▲ 44.54%
2
Sell
Aug 08, 2023
Ulta Beauty
2.8%
▼ 17.49%
1
Open
Aug 08, 2023
TSMC
0%
▲ 150.87%
2
Sell
Jun 04, 2023
Automatic Data Processing
4.82%
▲ 49.41%
1
Open
Apr 27, 2023