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New Portfolio Jan 2025 - New Portfolio

Sven Achenbach

New Portfolio Jan 2025
Individual Investor
Ranked #396,844 out of 800,734 TipRanks' Investors
Success Rate
50%
8 out of 16
profitable transactions
Average Return
0.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.41%
6-Month Return-
12-Month Return-
YTD Return▼ 3.08%
Total Return▼ 3.08%

Best Trade

Opened at
Closed at-
Gain▲ 19.60%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 9.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.96%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.14%
Apr 2025
▲ 9.79%
▲ 4.43%
▲ 6.87%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%▲ 9.59%
▼ 12.86%▼ 1.27%▼ 2.71%
▼ 1.80%▼ 5.57%▼ 13.96%
▲ 1.76%▼ 0.87%▼ 1.14%
▲ 9.79%▲ 4.43%▲ 6.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hancock Whitney
▼ 7.02%
2
Close
Mar 15, 2025
Vanguard Information Technology ETF
6.67%
▲ 5.21%
1
Open
Mar 15, 2025
SPDR S&P Aerospace & Defense ETF
6.67%
▲ 13.53%
1
Open
Mar 15, 2025
iShares Expanded Tech-Software Sector ETF
6.67%
▲ 9.76%
1
Open
Mar 15, 2025
Future of Defence UCITS ETF Accum USD
6.67%
▲ 13.01%
1
Open
Mar 15, 2025
Global X Defense Tech ETF
6.67%
▲ 14.36%
1
Open
Mar 15, 2025
SPDR S&P Oil & Gas Exploration & Production ETF
6.67%
▼ 6.15%
1
Open
Mar 15, 2025
iShares US Transportation ETF
6.67%
▲ 0.07%
1
Open
Mar 15, 2025
iShares MSCI Global Metals & Mining Producers ETF
6.67%
▼ 2.84%
1
Open
Mar 15, 2025
JOYY
6.67%
▼ 9.01%
1
Open
Mar 15, 2025
Qifu Technology
6.67%
▼ 8.11%
1
Open
Mar 15, 2025
Jabil
6.67%
▲ 19.60%
1
Open
Mar 15, 2025
Academy Sports and Outdoors
6.67%
▼ 12.76%
1
Open
Mar 15, 2025
PDD Holdings
6.67%
▼ 7.49%
1
Open
Mar 15, 2025
Health Care Select Sector SPDR Fund
6.67%
▼ 10.85%
1
Open
Mar 15, 2025
Citigroup
6.67%
▲ 1.99%
1
Open
Jan 06, 2025