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New Portfolio - New Portfolio

InvestmentBanker in making

New Portfolio
Individual Investor
Ranked #412,147 out of 781,066 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
0.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.53%
6-Month Return▲ 11.39%
12-Month Return-
YTD Return▲ 8.76%
Total Return▲ 7.64%

Best Trade

Opened at
Closed at-
Gain▲ 36.72%

Bio

Mostly US Growth companies and Swiss stable stocks.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 4.71%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 15.70%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 20.13%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 7.26%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 8.76%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▼ 4.71%
▼ 13.14%▲ 2.34%▼ 7.65%
▲ 2.93%▲ 2.10%▲ 3.53%
▲ 10.00%▼ 0.89%▼ 15.70%
▲ 26.04%▲ 5.96%▲ 20.13%
▲ 5.93%▼ 2.41%▲ 7.26%
▲ 9.79%▲ 0.95%▲ 8.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Julius Baer Group
▲ 0.51%
2
Close
Jul 22, 2024
UBS Group AG
▼ 1.06%
2
Close
Jul 22, 2024
Kering SA
0%
▼ 22.93%
1
Open
Jul 18, 2024
LVMH Moet Hennessy Louis Vuitton
0%
▲ 0.91%
1
Open
Jul 18, 2024
Hims & Hers Health
85.06%
▲ 31.68%
2
Buy
Jul 18, 2024
Lucid Group
14.94%
▼ 16.50%
2
Buy
Jul 18, 2024