New Portfolio - New Portfolio

peatyfive

New Portfolio
Individual Investor
Ranked #427,732 out of 794,241 TipRanks' Investors
Success Rate
33%
3 out of 9
profitable transactions
Average Return
-2.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.98%
6-Month Return▲ 1.02%
12-Month Return▼ 10.53%
YTD Return▼ 8.93%
Total Return▼ 3.25%

Best Trade

Opened at
Closed at-
Gain▲ 16.49%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.83%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.93%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.97%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 7.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.11%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 6.00%
▲ 2.93%▲ 2.10%▲ 2.83%
▲ 10.00%▼ 0.89%▼ 2.24%
▲ 26.01%▲ 5.96%▲ 14.93%
▲ 5.33%▼ 2.41%▼ 2.97%
▲ 5.87%▲ 2.69%▲ 7.69%
▼ 12.86%▼ 1.27%▼ 9.08%
▼ 1.80%▼ 5.57%▼ 8.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Xtrackers Artificial Intelligence & Big Data UCITS ETF
53.42%
▼ 0.49%
1
Open
Nov 02, 2024
Xtrackers MSCI USA UCITS ETF
33.04%
▼ 0.54%
1
Open
Nov 02, 2024
Edwards Lifesciences
▼ 17.11%
2
Close
Nov 01, 2024
McDonald's
▲ 15.43%
2
Close
Nov 01, 2024
Ulta Beauty
▼ 27.87%
2
Close
Nov 01, 2024
iShares U.S. Medical Devices ETF
▲ 7.91%
2
Close
Nov 01, 2024
21Shares Crypto Basket 10 ETP
3.64%
▲ 16.49%
1
Open
Nov 01, 2024
Alphabet Class C
5.75%
▼ 7.77%
1
Open
Nov 01, 2024
Steel Dynamics
4.15%
▼ 6.47%
1
Open
Nov 01, 2024