My Portofolio - New Portfolio

Julien D

My Portofolio
Individual Investor
Ranked #402,605 out of 757,311 TipRanks' Investors
Success Rate
40%
8 out of 20
profitable transactions
Average Return
-1.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.00%
6-Month Return-
12-Month Return-
YTD Return▼ 1.48%
Total Return▼ 1.48%

Best Trade

Opened at
Closed at-
Gain▲ 40.19%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.61%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.04%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 2.99%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 5.61%
▲ 25.76%▲ 1.21%▲ 5.45%
▼ 4.21%▲ 2.34%▲ 2.04%
▲ 1.03%▼ 0.11%▼ 2.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Portfolio MSCI Global Stock Market ETF
▲ 0.08%
2
Close
Aug 25, 2024
Touchstone Dynamic Global Allocation Fund Class C
0.00%
2
Close
Aug 25, 2024
Tempus AI, Inc. Class A
3.71%
▲ 34.47%
2
Buy
Jul 17, 2024
Rivian Automotive
6.56%
▼ 9.14%
3
Buy
Jul 12, 2024
Tesla
7.87%
▼ 10.18%
2
Buy
Jul 08, 2024
Unibail Rodamco Westfield
18.26%
▲ 2.32%
1
Open
Jul 06, 2024
Novo Nordisk
2.5%
▼ 8.95%
1
Open
Jul 01, 2024
Nvidia
4.99%
▼ 8.79%
1
Open
Jul 01, 2024
Coinbase Global
2.58%
▼ 34.89%
1
Open
Jun 10, 2024
Wix
2.98%
▼ 5.50%
1
Open
Jun 10, 2024
MERCIALYS
10.69%
▲ 3.88%
1
Open
Jun 10, 2024
ARGAN SA
9.6%
▼ 2.57%
1
Open
Jun 10, 2024
Korian SA
0.81%
▼ 14.91%
1
Open
Jun 10, 2024
Klepierre (ex Compagnie Fonciere Klepierre)
10.76%
▲ 12.78%
1
Open
Jun 10, 2024
Vonovia
12.7%
▲ 22.79%
1
Open
Jun 10, 2024
Societe de la Tour Eiffel
4.21%
▼ 25.41%
1
Open
Jun 10, 2024