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ETFs & Stocks - New Portfolio

Ntethelelo Mzobe

ETFs & Stocks
Individual Investor
Ranked #400,306 out of 797,087 TipRanks' Investors
Success Rate
26%
14 out of 53
profitable transactions
Average Return
-3.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.79%
6-Month Return▼ 3.05%
12-Month Return-
YTD Return▼ 5.27%
Total Return▲ 8.57%

Best Trade

Opened at
Closed at-
Gain▲ 117.57%

Bio

Buy and Forget about it

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.72%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.84%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 4.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.70%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 1.44%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.40%
▲ 10.00%▼ 0.89%▼ 4.53%
▲ 25.97%▲ 5.96%▲ 6.72%
▲ 5.39%▼ 2.41%▼ 1.84%
▲ 6.04%▲ 2.69%▲ 4.24%
▼ 12.86%▼ 1.27%▼ 3.25%
▼ 1.80%▼ 5.57%▼ 4.70%
▲ 3.87%▼ 1.56%▼ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
China Life Insurance Co
0.01%
▼ 19.03%
1
Open
Dec 08, 2024
iShares Core CSI 300 ETF
7.72%
▼ 8.33%
1
Open
Dec 08, 2024
ACM Research
2.36%
▲ 7.82%
1
Open
Oct 28, 2024
Guardant Health
5.37%
▲ 117.57%
1
Open
Oct 28, 2024
Immersion
1.65%
▼ 13.09%
1
Open
Oct 28, 2024
Nano Dimension
1.83%
▼ 30.96%
1
Open
Oct 28, 2024
Vanguard Balanced Index Fd Admiral Shs
2.06%
▼ 1.94%
1
Open
Oct 28, 2024
Fidelity Balanced Fund
2.21%
▼ 4.90%
1
Open
Oct 28, 2024
T. Rowe Price Capital Appreciation Fund
0.92%
▼ 9.78%
1
Open
Oct 28, 2024
BlackRock Global Alloc A
0.63%
▼ 2.94%
1
Open
Oct 28, 2024
American Balanced Fund, Class A Shs
1.05%
▼ 0.64%
1
Open
Oct 28, 2024
Tesla
2.53%
▲ 8.55%
1
Open
Oct 28, 2024
SPDR S&P 500 ETF Trust
2.45%
▼ 4.33%
1
Open
Oct 24, 2024
Vanguard Total Stock Market ETF
2.41%
▼ 4.67%
1
Open
Oct 24, 2024
iShares Russell 1000 Value ETF
1.61%
▼ 4.41%
1
Open
Oct 24, 2024
Vanguard Mid-Cap ETF
2.26%
▼ 3.86%
1
Open
Oct 24, 2024
iShares Core S&P Total U.S. Stock Market ETF
1.87%
▼ 4.69%
1
Open
Oct 24, 2024
Vanguard Large-Cap ETF
1.69%
▼ 4.03%
1
Open
Oct 24, 2024
iShares MSCI USA Quality Factor ETF
1.49%
▼ 6.18%
1
Open
Oct 24, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.68%
▼ 4.63%
1
Open
Oct 24, 2024