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Equity Growth Blend - New Portfolio

Pierre Salazar

Equity Growth Blend
Individual Investor
Ranked #531,866 out of 783,334 TipRanks' Investors
Success Rate
58%
21 out of 36
profitable transactions
Average Return
-0.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.24%
6-Month Return-
12-Month Return-
YTD Return▲ 2.49%
Total Return▼ 1.02%

Best Trade

Opened at
Closed at-
Gain▲ 23.83%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.43%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 2.49%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%▼ 3.43%
▲ 2.91%▲ 3.15%▲ 2.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
5.06%
▲ 17.05%
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
1.37%
▼ 4.74%
1
Open
Dec 23, 2024
iShares Global Infrastructure ETF
1.69%
▲ 2.72%
1
Open
Dec 20, 2024
Archer Aviation
1.4%
▲ 7.36%
1
Open
Dec 19, 2024
IonQ
1.43%
▲ 4.71%
1
Open
Dec 19, 2024
Defiance Quantum ETF
0.49%
▲ 4.83%
1
Open
Dec 19, 2024
Costco
1.22%
▲ 0.97%
1
Open
Dec 19, 2024
Invesco S&P 500 Low Volatility ETF
8.99%
▲ 2.16%
1
Open
Dec 19, 2024
Vanguard Total Bond Market ETF
3.1%
▼ 0.24%
1
Open
Dec 16, 2024
iShares Biotechnology ETF
3.18%
▲ 0.22%
1
Open
Dec 16, 2024
Schwab US Dividend Equity ETF
5.6%
▲ 0.50%
1
Open
Dec 16, 2024
SPDR Portfolio S&P 500 Growth ETF
4.03%
▼ 1.50%
1
Open
Dec 16, 2024
Vanguard Real Estate ETF
3.93%
▼ 3.25%
1
Open
Dec 16, 2024
Energy Select Sector SPDR Fund
4.08%
▲ 3.66%
1
Open
Dec 16, 2024
Financial Select Sector SPDR Fund
4.25%
▲ 4.15%
1
Open
Dec 16, 2024
Industrial Select Sector SPDR Fund
3.13%
▲ 0.68%
1
Open
Dec 16, 2024
Mercadolibre
1.85%
▲ 5.18%
1
Open
Dec 16, 2024
Hdfc Bank
1.13%
▼ 10.68%
1
Open
Dec 16, 2024