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Equity Growth Blend - New Portfolio

Pierre Salazar

Equity Growth Blend
Individual Investor
Ranked #359,845 out of 794,749 TipRanks' Investors
Success Rate
14%
5 out of 36
profitable transactions
Average Return
-16.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.39%
6-Month Return-
12-Month Return-
YTD Return▼ 17.09%
Total Return▼ 19.46%

Best Trade

Opened at
Closed at-
Gain▲ 13.47%

Bio

The Equity Growth Blend Portfolio targets transformative sectors like AI, EVs, and clean energy. Combining industry leaders with innovators, this fund provides diversified exposure to high-growth opportunities across key industries.

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.85%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 4.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.22%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 11.07%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%▼ 2.85%
▲ 5.87%▲ 2.69%▲ 4.14%
▼ 12.86%▼ 1.27%▼ 3.51%
▼ 1.80%▼ 5.57%▼ 7.22%
▼ 17.13%▼ 9.83%▼ 11.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
6.01%
▲ 13.47%
1
Open
Jan 15, 2025
KULR Technology Group
▼ 44.44%
2
Close
Jan 15, 2025
PDD Holdings
▲ 0.97%
2
Close
Dec 23, 2024
Infosys
1.28%
▼ 27.92%
1
Open
Dec 23, 2024
iShares Global Infrastructure ETF
1.97%
▼ 2.56%
1
Open
Dec 20, 2024
Archer Aviation
1.24%
▼ 23.99%
1
Open
Dec 19, 2024
IonQ
0.98%
▼ 43.64%
1
Open
Dec 19, 2024
Defiance Quantum ETF
0.48%
▼ 16.82%
1
Open
Dec 19, 2024
Costco
1.41%
▼ 4.72%
1
Open
Dec 19, 2024
Invesco S&P 500 Low Volatility ETF
10.62%
▼ 1.52%
1
Open
Dec 19, 2024
Vanguard Total Bond Market ETF
3.86%
▲ 0.95%
1
Open
Dec 16, 2024
iShares Biotechnology ETF
3.18%
▼ 18.27%
1
Open
Dec 16, 2024
Schwab US Dividend Equity ETF
6.04%
▼ 11.95%
1
Open
Dec 16, 2024
SPDR Portfolio S&P 500 Growth ETF
3.99%
▼ 21.13%
1
Open
Dec 16, 2024
Vanguard Real Estate ETF
4.28%
▼ 12.97%
1
Open
Dec 16, 2024
Energy Select Sector SPDR Fund
4.31%
▼ 10.98%
1
Open
Dec 16, 2024
Financial Select Sector SPDR Fund
4.47%
▼ 10.48%
1
Open
Dec 16, 2024
Industrial Select Sector SPDR Fund
3.26%
▼ 14.67%
1
Open
Dec 16, 2024
Mercadolibre
2.13%
▲ 1.64%
1
Open
Dec 16, 2024
Hdfc Bank
1.49%
▼ 4.32%
1
Open
Dec 16, 2024