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New Portfolio Mar 2025 - New Portfolio

Daniel Krauze

New Portfolio Mar 2025
Individual Investor
Ranked #444,375 out of 816,760 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
6.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.17%
6-Month Return-
12-Month Return-
YTD Return▲ 7.33%
Total Return▲ 7.33%

Best Trade

Opened at
Closed at-
Gain▲ 19.70%

Bio

,

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.43%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.03%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.60%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.18%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.49%
Aug 2025
▲ 1.13%
▲ 0.63%
▼ 0.74%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%▲ 0.43%
▲ 1.84%▼ 0.87%▼ 6.39%
▲ 12.20%▲ 6.28%▲ 3.03%
▲ 6.24%▲ 5.14%▲ 3.60%
▲ 27.87%▲ 2.30%▲ 1.18%
▲ 4.87%▲ 2.05%▲ 6.49%
▲ 1.13%▲ 0.63%▼ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.11%
▲ 8.90%
1
Open
Mar 24, 2025
American Express
11.11%
▲ 19.70%
1
Open
Mar 24, 2025
Bank of America
11.11%
▲ 18.22%
1
Open
Mar 24, 2025
Chevron
11.11%
▼ 2.20%
1
Open
Mar 24, 2025
Kraft Heinz
11.11%
▼ 4.64%
1
Open
Mar 24, 2025
Coca-Cola
11.11%
▼ 0.31%
1
Open
Mar 24, 2025
Moody's
11.11%
▲ 6.92%
1
Open
Mar 24, 2025
Occidental Petroleum
11.11%
▼ 2.19%
1
Open
Mar 24, 2025
US Bancorp
11.11%
▲ 14.97%
1
Open
Mar 24, 2025