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FundOZ - New Portfolio

Ozzy

FundOZ
Individual Investor
Ranked #199,093 out of 825,083 TipRanks' Investors
Success Rate
58%
122 out of 209
profitable transactions
Average Return
22.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.53%
6-Month Return▲ 32.18%
12-Month Return▲ 56.89%
YTD Return▲ 18.18%
Total Return▲ 133.42%

Best Trade

Opened at
Closed at
Gain▲ 238.94%

Bio

Performance

17.01%0-17.01%
▼ 6.38%
▼ 5.57%
▼ 7.23%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 6.83%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.77%
May 2025
▲ 9.25%
▲ 5.14%
▼ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.85%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 17.01%
Sep 2025
▲ 7.77%
▲ 1.66%
▲ 0.74%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.23%
▲ 0.80%▼ 0.87%▲ 6.83%
▲ 11.63%▲ 6.28%▲ 14.77%
▲ 9.25%▲ 5.14%▼ 4.11%
▲ 7.60%▲ 2.30%▲ 1.02%
▲ 2.76%▲ 2.05%▲ 0.85%
▲ 12.88%▲ 3.56%▲ 17.01%
▲ 7.77%▲ 1.66%▲ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EssilorLuxottica SA
7.66%
▲ 17.29%
12
Sell
Oct 22, 2025
Advanced Micro Devices
1.06%
▼ 7.06%
38
Open
Oct 21, 2025
Strategy
11.19%
▲ 28.44%
24
Buy
Oct 21, 2025
Eos Energy Enterprises
2.03%
▲ 3.62%
3
Buy
Oct 17, 2025
WisdomTree Physical Gold
1.13%
▼ 1.76%
2
Buy
Oct 17, 2025
Alibaba
1.47%
▲ 1.23%
16
Open
Oct 10, 2025
PayPal Holdings
0.59%
▼ 4.48%
5
Sell
Oct 10, 2025
Amazon
2.36%
▲ 2.18%
5
Buy
Oct 10, 2025
VF
2.06%
▲ 15.85%
8
Buy
Oct 08, 2025
Nvidia
3.14%
▲ 52.20%
29
Buy
Oct 07, 2025
Micron
3.23%
▲ 9.33%
5
Buy
Oct 07, 2025
Intesa Sanpaolo SpA
8.01%
▲ 0.30%
3
Buy
Oct 06, 2025
Meta Platforms
3.11%
▲ 3.05%
2
Buy
Oct 06, 2025
Tesla
33.77%
▲ 90.47%
49
Sell
Oct 03, 2025
Salesforce
2.68%
▲ 5.32%
2
Buy
Oct 02, 2025
Monday.com
▼ 8.56%
2
Close
Oct 01, 2025
Amplifon S.p.A.
3.82%
▲ 9.28%
4
Buy
Sep 29, 2025
Tapestry
4.83%
▼ 3.13%
19
Buy
Sep 17, 2025
SNAM S.p.A.
7.86%
▲ 5.15%
3
Buy
Sep 17, 2025
Capri Holdings
▼ 34.92%
16
Close
Apr 15, 2025