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New Portfolio - New Portfolio

PerformancePortfolio Details

JO

New Portfolio
Individual Investor
Ranked #287,392 out of 757,492 TipRanks' Investors
Success Rate
54%
155 out of 289
profitable transactions
Average Return
4.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.98%
6-Month Return▲ 19.28%
12-Month Return▲ 53.79%
YTD Return▲ 42.01%
Total Return▲ 67.50%

Best Trade

AssetNovo Nordisk (NVO)
Opened at
Closed at-
Gain▲ 111.33%

Bio

Dividend is king

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 9.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.17%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.32%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.21%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 13.63%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.91%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 3.39%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 9.19%
▲ 5.05%▲ 3.27%▲ 5.43%
▼ 12.40%▼ 4.03%▼ 7.17%
▲ 11.46%▲ 5.06%▲ 10.32%
▼ 2.25%▲ 3.53%▼ 2.21%
▲ 25.76%▲ 1.21%▲ 13.63%
▼ 4.21%▲ 2.34%▲ 0.91%
▲ 2.65%▼ 0.40%▲ 3.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSF
Microsoft
12.39%
▲ 30.87%
6
Buy
Apr 15, 2024
VBTC
VanEck Bitcoin ETN
32%
▲ 13.94%
7
Sell
Apr 15, 2024
0MNH
iShares NASDAQ - 100 UCITS ETF (DE)
5.48%
▲ 7.63%
3
Buy
Apr 15, 2024
VWRA
Vanguard FTSE All-World UCITS ETF Accum USD
5.85%
▲ 12.75%
5
Buy
Apr 15, 2024
AMZ
Amazon
5.35%
▲ 1.67%
2
Buy
Apr 15, 2024
BRYN
Berkshire Hathaway B
―
▲ 2.05%
3
Close
Apr 15, 2024
IUSA
iShares Core S&P 500 UCITS ETF USD (Dist)
5.35%
▲ 8.34%
2
Buy
Apr 15, 2024
ARCC
Ares Capital
3.91%
▲ 25.60%
11
Sell
Apr 14, 2024
IHPCF
iShares Core S&P 500 UCITS ETF USD (Dist)
―
▲ 4.57%
2
Close
Apr 14, 2024
NVD
Nvidia
―
▲ 14.44%
7
Close
Mar 02, 2024
TSFA
Taiwan Semiconductor Manufacturing
―
▼ 1.65%
4
Close
Feb 29, 2024
5Q5
Snowflake
―
▼ 19.87%
3
Close
Feb 29, 2024
DAGB
VanEck Crypto and Blockchain Innovators UCITS ETF
―
▲ 3.78%
3
Close
Feb 29, 2024
WT05
WisdomTree Cybersecurity Fund
―
▼ 3.95%
2
Close
Feb 29, 2024
IHVV
iShares S&P 500 AUD Hedged ETF
―
▲ 2.82%
3
Close
Feb 13, 2024
CSPX
Ish.Frf Spx 500
―
▲ 2.38%
2
Close
Feb 12, 2024
TE7
Tenable Holdings
―
▼ 0.26%
2
Close
Feb 12, 2024
0ZC
Zscaler
―
▼ 0.61%
2
Close
Feb 12, 2024
MAIN
Main Street Capital
―
▲ 5.35%
5
Close
Feb 09, 2024
19H
Hercules Capital
4.66%
▲ 3.78%
7
Sell
Feb 09, 2024