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MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #254,777 out of 800,430 TipRanks' Investors
Success Rate
55%
135 out of 247
profitable transactions
Average Return
8.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.49%
6-Month Return▲ 5.11%
12-Month Return▲ 21.25%
YTD Return▲ 4.76%
Total Return▲ 25.51%

Best Trade

Opened at
Closed at
Gain▲ 422.58%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.62%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 0.34%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.80%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 7.59%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.15%
▲ 25.97%▲ 5.96%▲ 6.62%
▲ 5.42%▼ 2.41%▼ 0.34%
▲ 6.01%▲ 2.69%▲ 6.85%
▼ 12.86%▼ 1.27%▼ 3.95%
▼ 1.80%▼ 5.57%▼ 3.39%
▲ 1.76%▼ 0.87%▼ 1.80%
▲ 11.20%▲ 5.11%▲ 7.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Braze
1.71%
▲ 7.97%
6
Buy
Apr 15, 2025
Zebra Tech
1.42%
▲ 8.48%
4
Buy
Apr 15, 2025
Dominion Energy
1.39%
▲ 6.15%
2
Buy
Apr 15, 2025
Semtech
1.9%
▲ 22.80%
4
Buy
Apr 15, 2025
Applied Materials
4.8%
▲ 10.85%
4
Buy
Apr 11, 2025
Merck & Company
4.75%
▼ 13.13%
4
Buy
Apr 11, 2025
Altria Group
11.73%
▲ 60.38%
5
Sell
Apr 11, 2025
Deutsche Telekom
0%
▲ 76.28%
5
Sell
Apr 11, 2025
Zions Bancorporation National Association
2.3%
▲ 55.38%
3
Sell
Apr 11, 2025
Vodafone
0%
▲ 24.05%
3
Sell
Apr 11, 2025
Alphabet Class C
0%
▲ 32.24%
3
Sell
Apr 11, 2025
KeyCorp
0%
▲ 9.53%
4
Sell
Apr 11, 2025
Uber Technologies
6.56%
▲ 33.00%
7
Buy
Apr 11, 2025
Fluence Energy
1.85%
▼ 28.86%
7
Buy
Apr 11, 2025
Enovix
2.72%
▼ 20.55%
8
Buy
Apr 11, 2025
Pfizer
2.84%
▼ 2.33%
3
Buy
Apr 11, 2025
Bristol-Myers Squibb
3.48%
▲ 8.82%
3
Buy
Apr 11, 2025
Bouygues
0%
▲ 37.33%
5
Sell
Apr 11, 2025
BP p.l.c.
0%
▼ 7.63%
4
Sell
Apr 11, 2025
Onto Innovation
0%
▼ 43.17%
2
Sell
Apr 11, 2025