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MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #197,866 out of 806,643 TipRanks' Investors
Success Rate
59%
145 out of 247
profitable transactions
Average Return
13.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.35%
6-Month Return▲ 12.53%
12-Month Return▲ 27.31%
YTD Return▲ 17.28%
Total Return▲ 40.73%

Best Trade

Opened at
Closed at
Gain▲ 422.58%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 0.18%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.39%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.68%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 3.63%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.18%
▲ 6.03%▲ 2.69%▲ 6.78%
▼ 12.86%▼ 1.27%▼ 3.95%
▼ 1.80%▼ 5.57%▼ 3.39%
▲ 1.83%▼ 0.87%▼ 1.77%
▲ 12.20%▲ 6.28%▲ 7.99%
▲ 6.24%▲ 5.14%▲ 7.68%
▲ 0.31%▲ 1.21%▲ 3.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Braze
1.3%
▼ 10.27%
6
Buy
Apr 15, 2025
Zebra Tech
1.46%
▲ 21.96%
4
Buy
Apr 15, 2025
Dominion Energy
1.29%
▲ 8.06%
2
Buy
Apr 15, 2025
Semtech
2.03%
▲ 42.99%
4
Buy
Apr 15, 2025
Applied Materials
5.19%
▲ 30.91%
4
Buy
Apr 11, 2025
Merck & Company
4.58%
▼ 7.76%
4
Buy
Apr 11, 2025
Altria Group
10.79%
▲ 63.71%
5
Sell
Apr 11, 2025
Deutsche Telekom
0%
▲ 58.40%
5
Sell
Apr 11, 2025
Zions Bancorporation National Association
2.51%
▲ 84.90%
3
Sell
Apr 11, 2025
Vodafone
0%
▲ 32.64%
3
Sell
Apr 11, 2025
Alphabet Class C
0%
▲ 40.57%
3
Sell
Apr 11, 2025
KeyCorp
0%
▲ 21.22%
4
Sell
Apr 11, 2025
Uber Technologies
6.35%
▲ 37.60%
7
Buy
Apr 11, 2025
Fluence Energy
2.85%
▲ 19.42%
7
Buy
Apr 11, 2025
Enovix
3.86%
▲ 23.12%
8
Buy
Apr 11, 2025
Pfizer
2.87%
▲ 7.59%
3
Buy
Apr 11, 2025
Bristol-Myers Squibb
3.18%
▲ 10.07%
3
Buy
Apr 11, 2025
Bouygues
0%
▲ 36.01%
5
Sell
Apr 11, 2025
BP p.l.c.
0%
▼ 3.29%
4
Sell
Apr 11, 2025
Onto Innovation
0%
▼ 37.51%
2
Sell
Apr 11, 2025