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MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #204,248 out of 813,701 TipRanks' Investors
Success Rate
60%
165 out of 276
profitable transactions
Average Return
13.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.62%
6-Month Return▲ 12.11%
12-Month Return▲ 32.41%
YTD Return▲ 20.49%
Total Return▲ 44.57%

Best Trade

Opened at
Closed at
Gain▲ 422.58%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 6.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.67%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 3.71%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 2.66%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 6.78%
▼ 12.86%▼ 1.27%▼ 3.95%
▼ 1.80%▼ 5.57%▼ 3.39%
▲ 1.84%▼ 0.87%▼ 1.77%
▲ 12.20%▲ 6.28%▲ 7.99%
▲ 6.24%▲ 5.14%▲ 7.67%
▲ 27.89%▲ 2.30%▲ 3.71%
▲ 6.85%▲ 1.80%▲ 2.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TG Therapeutics
0.89%
▼ 5.93%
8
Open
Aug 12, 2025
MongoDB
1.38%
▲ 1.62%
2
Buy
Aug 12, 2025
Chipotle
0.65%
▲ 5.81%
1
Open
Aug 11, 2025
BNP Paribas
0%
▲ 30.43%
3
Buy
Aug 10, 2025
Gitlab
0%
▼ 1.42%
2
Sell
Aug 09, 2025
Vistra Energy
0%
▲ 74.97%
3
Sell
Aug 08, 2025
Levi Strauss & Co
0%
▲ 2.49%
4
Sell
Aug 08, 2025
Regions Financial
0%
▼ 3.10%
2
Sell
Aug 08, 2025
Kinder Morgan
0%
▼ 1.60%
2
Sell
Aug 08, 2025
Las Vegas Sands
0%
▲ 1.79%
2
Sell
Aug 08, 2025
Simmons 1st Nat'l
0%
▲ 4.64%
1
Open
Aug 08, 2025
Fluence Energy
0%
▲ 18.21%
11
Sell
Aug 07, 2025
Fastenal Company
0%
▲ 2.85%
2
Sell
Aug 07, 2025
Charles Schwab
0%
▼ 0.70%
2
Sell
Aug 07, 2025
General Dynamics
0%
▲ 0.31%
1
Open
Aug 07, 2025
Pfizer
0%
▲ 8.41%
4
Sell
Aug 02, 2025
Bristol-Myers Squibb
4.07%
▲ 11.90%
4
Buy
Aug 02, 2025
Oaktree Specialty Lending
3.4%
▼ 4.05%
4
Buy
Aug 02, 2025
ServiceNow
1.09%
▼ 6.04%
1
Open
Aug 02, 2025
UnitedHealth
4.48%
▲ 7.54%
4
Buy
Jul 30, 2025