New Portfolio - New Portfolio

Murtz11

New Portfolio
Individual Investor
Ranked #41,168 out of 757,311 TipRanks' Investors
Success Rate
87%
20 out of 23
profitable transactions
Average Return
52.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.13%
6-Month Return▲ 6.78%
12-Month Return▲ 46.79%
YTD Return▲ 24.88%
Total Return▲ 73.85%

Best Trade

Opened at
Closed at
Gain▲ 282.88%

Bio

Technology and emerging markets fund with emphasis on Biotechnology

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 12.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.19%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.13%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.32%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 12.00%
▲ 5.05%▲ 3.27%▲ 2.20%
▼ 12.40%▼ 4.03%▼ 4.56%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 4.19%
▲ 25.76%▲ 1.21%▲ 3.83%
▼ 4.21%▲ 2.34%▼ 0.13%
▲ 2.65%▼ 0.40%▼ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 282.88%
2
Close
Jul 30, 2024
Palantir Technologies
▲ 22.31%
2
Close
Jul 30, 2024
Alight
4.76%
▼ 0.69%
1
Open
Jun 26, 2024
AbbVie
4.76%
▲ 23.03%
1
Open
May 23, 2024
Adobe
4.76%
▲ 5.14%
1
Open
May 23, 2024
Accenture
4.76%
▲ 10.37%
1
Open
May 23, 2024
F5 Networks
4.76%
▲ 24.34%
1
Open
May 08, 2024
Starbucks
4.76%
▲ 6.49%
1
Open
Mar 27, 2024
Ginkgo Bioworks Holdings
4.76%
▼ 83.16%
1
Open
Mar 27, 2024
Maravai Lifesciences Holdings
4.76%
▲ 54.47%
1
Open
Dec 13, 2023
Apple
4.76%
▲ 33.47%
1
Open
Apr 20, 2023
Advanced Micro Devices
4.76%
▲ 64.57%
1
Open
Apr 20, 2023
ASML Holding
4.76%
▲ 25.77%
1
Open
Apr 20, 2023
Broadcom
4.76%
▲ 161.28%
1
Open
Apr 20, 2023
Costco
4.76%
▲ 82.42%
1
Open
Apr 20, 2023
Lockheed Martin
4.76%
▲ 19.98%
1
Open
Apr 20, 2023
Meta Platforms
4.76%
▲ 153.24%
1
Open
Apr 20, 2023
Marvell
4.76%
▲ 82.16%
1
Open
Apr 20, 2023
Microsoft
4.76%
▲ 52.36%
1
Open
Apr 20, 2023
PepsiCo
4.76%
▼ 1.15%
1
Open
Apr 20, 2023