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New Portfolio Jan 2023 - New Portfolio

Assen

New Portfolio Jan 2023
Individual Investor
Ranked #301,057 out of 788,174 TipRanks' Investors
Success Rate
56%
56 out of 100
profitable transactions
Average Return
5.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return▲ 4.62%
12-Month Return▼ 4.51%
YTD Return▲ 8.25%
Total Return▲ 12.07%

Best Trade

Opened at
Closed at-
Gain▲ 200.58%

Bio

LT focused portfolio with primary investment in EU based companies

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 1.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.50%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 7.94%
Oct 2024
▲ 26.03%
▲ 5.96%
▼ 0.12%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 2.46%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.42%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.16%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.02%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 1.50%
▲ 9.99%▼ 0.89%▼ 7.94%
▲ 26.03%▲ 5.96%▼ 0.12%
▲ 5.97%▼ 2.41%▲ 2.46%
▲ 5.25%▲ 2.69%▲ 8.42%
▼ 9.08%▲ 1.42%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Air Liquide
▲ 24.74%
4
Close
Sep 27, 2024
Ferrari
0%
▲ 24.39%
2
Sell
Sep 27, 2024
AXA SA
0%
▲ 9.35%
2
Sell
Sep 27, 2024
Alibaba
0%
▲ 56.87%
2
Sell
Sep 27, 2024
Compagnie Financiere Richemont SA
▼ 7.78%
2
Close
Sep 27, 2024
Bristol-Myers Squibb
0%
▲ 32.71%
2
Sell
Sep 27, 2024
Kering SA
3.68%
▼ 27.62%
5
Buy
Aug 17, 2024
Pernod Ricard
1.75%
▼ 34.05%
6
Buy
Aug 17, 2024
Novo Nordisk
3.73%
▼ 3.61%
6
Buy
Aug 17, 2024
The Estée Lauder Companies
3.04%
▼ 45.57%
5
Buy
Aug 17, 2024
Brown Forman A
0.55%
▼ 39.25%
3
Buy
Aug 17, 2024
Dassault Systemes SA
1.17%
▲ 9.66%
3
Buy
Aug 17, 2024
Eli Lilly & Co
0%
▲ 13.93%
2
Sell
Aug 17, 2024
Hermes International
40.45%
▲ 25.87%
3
Buy
Aug 17, 2024
Schneider Electric
7.59%
▲ 13.28%
2
Buy
Aug 17, 2024
EssilorLuxottica SA
5.13%
▲ 39.23%
2
Buy
Aug 17, 2024
LVMH Moet Hennessy Louis Vuitton
9.32%
▼ 3.14%
2
Buy
Aug 17, 2024
Davide Campari-Milano SpA
0.34%
▼ 39.71%
2
Buy
Aug 17, 2024
Remy Cointreau
0.57%
▼ 58.53%
6
Buy
Jul 23, 2024
Nvidia
5.68%
▲ 97.36%
4
Buy
Jul 23, 2024