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New Portfolio - New Portfolio

PerformancePortfolio Details

peatyfive

New Portfolio
Individual Investor
Ranked #399,774 out of 858,889 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
15.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 1.49%
12-Month Return▲ 36.36%
YTD Return▼ 2.85%
Total Return▲ 24.07%

Best Trade

AssetAlphabet Cl... (GOOG)
Opened at
Closed at-
Gain▲ 83.92%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.80%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.52%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.68%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.62%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.78%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.26%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.48%
▲ 10.96%▲ 2.38%▲ 7.80%
▼ 3.68%▲ 0.19%▼ 0.52%
▼ 0.10%▲ 0.08%▼ 1.36%
▲ 4.06%▲ 1.47%▲ 0.68%
▼ 1.12%▼ 0.86%▼ 5.62%
▲ 0.60%▼ 4.94%▼ 3.78%
▲ 4.89%▲ 4.48%▲ 6.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XAIX
Xtrackers Artificial Intelligence & Big Data UCITS ETF
53.87%
▲ 23.26%
1
Open
Nov 02, 2024
XD9U
Xtrackers MSCI USA UCITS ETF
30.34%
▲ 12.18%
1
Open
Nov 02, 2024
EW
Edwards Lifesciences
―
▼ 17.11%
2
Close
Nov 01, 2024
MCD
McDonald's
―
▲ 15.43%
2
Close
Nov 01, 2024
ULTA
Ulta Beauty
―
▼ 27.87%
2
Close
Nov 01, 2024
IHI
iShares U.S. Medical Devices ETF
―
▲ 7.91%
2
Close
Nov 01, 2024
21HX
21Shares Crypto Basket 10 ETP
2.37%
▼ 6.76%
1
Open
Nov 01, 2024
GOOG
Alphabet Class C
8.6%
▲ 83.92%
1
Open
Nov 01, 2024
STLD
Steel Dynamics
4.81%
▲ 45.69%
1
Open
Nov 01, 2024