tiprankstipranks

ETFs & Stocks - New Portfolio

Ntethelelo Mzobe

ETFs & Stocks
Individual Investor
Ranked #219,650 out of 788,174 TipRanks' Investors
Success Rate
66%
35 out of 53
profitable transactions
Average Return
6.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.07%
6-Month Return▲ 10.06%
12-Month Return-
YTD Return▲ 5.13%
Total Return▲ 20.65%

Best Trade

Opened at
Closed at-
Gain▲ 113.51%

Bio

Buy and Forget about it

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 3.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.53%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.72%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.70%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.51%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 0.59%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.30%
▼ 13.14%▲ 2.34%▲ 1.58%
▲ 2.93%▲ 2.10%▲ 3.41%
▲ 9.99%▼ 0.89%▼ 4.53%
▲ 26.04%▲ 5.96%▲ 6.72%
▲ 5.81%▼ 2.41%▼ 1.70%
▲ 4.98%▲ 2.69%▲ 4.51%
▼ 8.93%▲ 1.85%▲ 0.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
China Life Insurance Co
0.01%
▼ 8.18%
1
Open
Dec 08, 2024
iShares Core CSI 300 ETF
7.42%
▼ 5.22%
1
Open
Dec 08, 2024
ACM Research
2.68%
▲ 36.11%
1
Open
Oct 28, 2024
Guardant Health
4.42%
▲ 113.51%
1
Open
Oct 28, 2024
Immersion
1.74%
▲ 0.23%
1
Open
Oct 28, 2024
Nano Dimension
2.33%
▼ 3.35%
1
Open
Oct 28, 2024
Vanguard Balanced Index Fd Admiral Shs
2.05%
▲ 0.26%
1
Open
Oct 28, 2024
Fidelity Balanced Fund
2.19%
▲ 1.95%
1
Open
Oct 28, 2024
T. Rowe Price Capital Appreciation Fund
0.88%
▼ 6.90%
1
Open
Oct 28, 2024
BlackRock Global Alloc A
0.6%
▼ 0.72%
1
Open
Oct 28, 2024
American Balanced Fund, Class A Shs
1.03%
▼ 1.55%
1
Open
Oct 28, 2024
Tesla
2.78%
▲ 35.00%
1
Open
Oct 28, 2024
SPDR S&P 500 ETF Trust
2.47%
▲ 5.73%
1
Open
Oct 24, 2024
Vanguard Total Stock Market ETF
2.44%
▲ 5.83%
1
Open
Oct 24, 2024
iShares Russell 1000 Value ETF
1.59%
▲ 3.03%
1
Open
Oct 24, 2024
Vanguard Mid-Cap ETF
2.23%
▲ 4.02%
1
Open
Oct 24, 2024
iShares Core S&P Total U.S. Stock Market ETF
1.89%
▲ 5.92%
1
Open
Oct 24, 2024
Vanguard Large-Cap ETF
1.71%
▲ 6.09%
1
Open
Oct 24, 2024
iShares MSCI USA Quality Factor ETF
1.5%
▲ 3.64%
1
Open
Oct 24, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.68%
▲ 4.80%
1
Open
Oct 24, 2024