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New Portfolio Mar 2025 - New Portfolio

Daniel Krauze

New Portfolio Mar 2025
Individual Investor
Ranked #401,024 out of 812,486 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.30%
6-Month Return-
12-Month Return-
YTD Return▲ 3.19%
Total Return▲ 3.19%

Best Trade

Opened at
Closed at-
Gain▲ 10.05%

Bio

,

Performance

27.91%0-27.91%
▲ 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
▲ 27.91%
▲ 2.30%
▲ 1.18%
Jul 2025
▲ 4.75%
▲ 0.81%
▲ 1.63%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.91%▲ 2.30%▲ 1.18%
▲ 4.75%▲ 0.81%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
11.11%
▲ 4.04%
1
Open
Mar 24, 2025
American Express
11.11%
▲ 7.67%
1
Open
Mar 24, 2025
Bank of America
11.11%
▲ 7.46%
1
Open
Mar 24, 2025
Chevron
11.11%
▼ 4.92%
1
Open
Mar 24, 2025
Kraft Heinz
11.11%
▼ 3.23%
1
Open
Mar 24, 2025
Coca-Cola
11.11%
▲ 2.74%
1
Open
Mar 24, 2025
Moody's
11.11%
▲ 10.05%
1
Open
Mar 24, 2025
Occidental Petroleum
11.11%
▼ 7.00%
1
Open
Mar 24, 2025
US Bancorp
11.11%
▲ 4.89%
1
Open
Mar 24, 2025