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Moje dlhodobé PF - New Portfolio

Queen Capital EQ

Moje dlhodobé PF
Individual Investor
Ranked #237,635 out of 814,563 TipRanks' Investors
Success Rate
62%
153 out of 247
profitable transactions
Average Return
4.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.66%
6-Month Return▼ 1.83%
12-Month Return▲ 12.92%
YTD Return▼ 0.26%
Total Return▲ 26.81%

Best Trade

Opened at
Closed at
Gain▲ 98.24%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 5.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.07%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.53%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.45%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.46%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 0.73%
Jul 2025
▲ 3.59%
▲ 1.22%
▲ 2.48%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.17%
▼ 12.86%▼ 1.27%▼ 7.07%
▼ 1.80%▼ 5.57%▼ 5.53%
▲ 1.84%▼ 0.87%▼ 2.45%
▲ 12.20%▲ 6.28%▲ 6.78%
▲ 6.24%▲ 5.14%▲ 0.46%
▲ 27.88%▲ 2.30%▲ 0.73%
▲ 3.59%▲ 1.22%▲ 2.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gladstone Investment
60.74%
▲ 1.90%
7
Buy
Jul 22, 2025
AGNC Investment
19.88%
▲ 10.53%
9
Buy
Jul 22, 2025
Main Street Capital
▲ 16.57%
5
Close
Jul 22, 2025
Philip Morris
2.75%
▼ 1.19%
7
Buy
Jul 22, 2025
AT&T
1.53%
▲ 4.90%
3
Buy
Jul 10, 2025
Aegon
0.01%
▲ 4.13%
1
Open
Jul 01, 2025
Vanguard S&P 500 UCITS ETF
▲ 7.81%
3
Close
Jun 30, 2025
Nvidia
▲ 41.69%
7
Close
Jun 30, 2025
VanEck Bitcoin ETN
1.98%
▲ 25.77%
5
Sell
Jun 30, 2025
Netflix
0.01%
▲ 19.83%
4
Buy
Jun 30, 2025
Grupo Financiero Galicia SA
▼ 12.97%
5
Close
Jun 30, 2025
Saab AB
0.04%
▼ 2.76%
8
Open
Jun 30, 2025
JPMorgan Chase
▲ 16.65%
3
Close
Jun 30, 2025
AXA SA
0.55%
▲ 1.43%
10
Open
Jun 30, 2025
Amazon
▲ 13.55%
5
Close
Jun 30, 2025
Arbor Realty
0.55%
▲ 12.47%
3
Buy
Jun 30, 2025
Morgan Stanley
▲ 15.75%
3
Close
Jun 30, 2025
Kinross Gold
▲ 3.16%
3
Close
Jun 30, 2025
Microsoft
▲ 23.35%
2
Close
Jun 30, 2025
Royal Bank Of Canada
▲ 9.06%
3
Close
Jun 30, 2025