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New Portfolio Mar 2025 - New Portfolio

Daniel Krauze

New Portfolio Mar 2025
Individual Investor
Ranked #351,531 out of 858,971 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
14.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.07%
6-Month Return▲ 10.91%
12-Month Return▲ 27.92%
YTD Return▲ 4.69%
Total Return▲ 16.41%

Best Trade

Opened at
Closed at-
Gain▲ 36.23%

Bio

,

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.40%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.79%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.30%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 1.08%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.78%
▲ 10.96%▲ 2.38%▲ 0.40%
▼ 3.68%▲ 0.19%▲ 2.50%
▼ 0.10%▲ 0.08%▲ 0.72%
▲ 4.06%▲ 1.47%▲ 2.79%
▼ 1.12%▼ 0.86%▲ 1.07%
▲ 0.60%▼ 4.94%▼ 0.30%
▲ 7.53%▲ 5.50%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.11%
▲ 17.94%
1
Open
Mar 24, 2025
American Express
11.11%
▲ 18.15%
1
Open
Mar 24, 2025
Bank of America
11.11%
▲ 26.66%
1
Open
Mar 24, 2025
Chevron
11.11%
▲ 21.45%
1
Open
Mar 24, 2025
Kraft Heinz
11.11%
▼ 18.09%
1
Open
Mar 24, 2025
Coca-Cola
11.11%
▲ 14.03%
1
Open
Mar 24, 2025
Moody's
11.11%
▼ 5.56%
1
Open
Mar 24, 2025
Occidental Petroleum
11.11%
▲ 23.78%
1
Open
Mar 24, 2025
US Bancorp
11.11%
▲ 36.23%
1
Open
Mar 24, 2025