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New Portfolio Mar 2025 - New Portfolio

Daniel Krauze

New Portfolio Mar 2025
Individual Investor
Ranked #438,158 out of 809,087 TipRanks' Investors
Success Rate
56%
5 out of 9
profitable transactions
Average Return
1.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return-
12-Month Return-
YTD Return▲ 2.12%
Total Return▲ 2.12%

Best Trade

Opened at
Closed at-
Gain▲ 11.48%

Bio

,

Performance

21.44%0-21.44%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 21.44%
▲ 1.57%
▲ 1.77%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 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%
▲ 21.44%▲ 1.57%▲ 1.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.11%
▼ 4.20%
1
Open
Mar 24, 2025
American Express
11.11%
▲ 11.48%
1
Open
Mar 24, 2025
Bank of America
11.11%
▲ 10.52%
1
Open
Mar 24, 2025
Chevron
11.11%
▼ 7.97%
1
Open
Mar 24, 2025
Kraft Heinz
11.11%
▼ 3.03%
1
Open
Mar 24, 2025
Coca-Cola
11.11%
▲ 2.03%
1
Open
Mar 24, 2025
Moody's
11.11%
▲ 6.76%
1
Open
Mar 24, 2025
Occidental Petroleum
11.11%
▼ 8.47%
1
Open
Mar 24, 2025
US Bancorp
11.11%
▲ 6.83%
1
Open
Mar 24, 2025