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New Portfolio - New Portfolio

Mike

New Portfolio
Individual Investor
Ranked #262,579 out of 783,334 TipRanks' Investors
Success Rate
53%
56 out of 105
profitable transactions
Average Return
11.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.48%
6-Month Return▼ 0.27%
12-Month Return▲ 3.34%
YTD Return▲ 6.48%
Total Return▲ 61.07%

Best Trade

Opened at
Closed at-
Gain▲ 426.00%

Bio

balanced

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 5.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.85%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 6.17%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.42%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 6.48%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 5.00%
▲ 8.13%▲ 1.21%▲ 3.89%
▼ 13.14%▲ 2.34%▼ 0.24%
▲ 2.93%▲ 2.10%▲ 0.85%
▲ 9.99%▼ 0.89%▼ 6.17%
▲ 26.04%▲ 5.96%▲ 7.18%
▲ 5.93%▼ 2.41%▼ 7.42%
▲ 3.19%▲ 2.68%▲ 6.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Leonardo SpA
8.27%
▲ 118.73%
3
Buy
Jan 27, 2025
Arise AB
1.48%
▼ 2.81%
3
Buy
Jan 21, 2025
Shell (UK)
7.29%
▼ 2.98%
2
Buy
Jan 06, 2025
Vonovia
1.83%
▼ 2.30%
1
Open
Jan 03, 2025
Berkshire Hathaway B
6.35%
▲ 6.32%
3
Buy
Dec 25, 2024
UnitedHealth
3.67%
▲ 6.45%
3
Buy
Dec 09, 2024
W. P. Carey Inc.
1.87%
▼ 1.62%
1
Open
Dec 09, 2024
Proact IT Group AB
1.8%
▲ 4.15%
3
Buy
Dec 02, 2024
Global Ship Lease
1.61%
▼ 0.60%
1
Open
Dec 02, 2024
PepsiCo
1.53%
▼ 5.47%
2
Buy
Nov 26, 2024
Carlsberg
1.77%
▲ 0.41%
2
Buy
Nov 26, 2024
Canadian National Railway
1.06%
▲ 1.41%
2
Buy
Nov 21, 2024
Vertex Energy
▼ 95.79%
3
Close
Oct 17, 2024
McDonald's
2.93%
▲ 10.17%
3
Buy
Jul 11, 2024
JD.com, Inc. Class A
0%
▲ 25.72%
1
Open
May 07, 2024
Starbucks
3.3%
▲ 43.27%
3
Buy
May 01, 2024
Deutsche Telekom
4.52%
▲ 75.12%
4
Buy
Apr 30, 2024
First Trust NASDAQ Cybersecurity ETF
▲ 60.54%
2
Close
Apr 30, 2024
British American Tobacco
2.67%
▲ 55.39%
2
Buy
Apr 30, 2024
Companhia De Saneamento
2.18%
▲ 55.51%
2
Buy
Apr 30, 2024