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Portfolio 1 - New Portfolio

Maziar K

Portfolio 1
Individual Investor
Ranked #223,314 out of 781,066 TipRanks' Investors
Success Rate
52%
653 out of 1261
profitable transactions
Average Return
17.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.97%
6-Month Return▲ 5.32%
12-Month Return▲ 20.03%
YTD Return▲ 4.37%
Total Return▲ 52.62%

Best Trade

Opened at
Closed at-
Gain▲ 1927.23%

Bio

This is a growth portfolio with a 3% dividend. While tech heavy I don’t hesitate buying in any sector. The semi heavy emphasis of the years past is now pivoting to Alternative Energy/EV/Infrastructure/space. It is oil and shipping heavy temporarily.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.02%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.75%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.13%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.84%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.08%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.37%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.02%
▲ 8.13%▲ 1.21%▲ 0.75%
▼ 13.14%▲ 2.34%▼ 1.13%
▲ 2.93%▲ 2.10%▲ 2.62%
▲ 10.00%▼ 0.89%▼ 1.23%
▲ 26.04%▲ 5.96%▲ 5.84%
▲ 5.93%▼ 2.41%▼ 5.08%
▲ 11.17%▲ 1.96%▲ 4.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Chase & Co.
2.25%
▲ 116.04%
7
Buy
Jan 17, 2025
Energy Transfer
1.7%
▲ 7.29%
17
Buy
Jan 17, 2025
Bitwise Crypto Industry Innovators ETF
0.81%
▲ 85.63%
5
Buy
Jan 17, 2025
Uber Technologies
0.3%
▲ 2.50%
2
Buy
Jan 17, 2025
OppFi
0.66%
▲ 3.01%
3
Buy
Jan 16, 2025
Mizuho Financial
0.67%
▲ 19.70%
7
Buy
Jan 10, 2025
Allstate
0.73%
▲ 11.60%
7
Buy
Jan 10, 2025
CTO Realty Growth
0.77%
▲ 2.50%
5
Buy
Jan 10, 2025
Sterling Construction
0.98%
▲ 111.86%
6
Sell
Dec 19, 2024
UnitedHealth
0.38%
▲ 28.00%
13
Sell
Dec 13, 2024
Pagseguro Digital
▼ 46.81%
9
Close
Dec 13, 2024
Arbor Realty
0.66%
▲ 107.41%
9
Sell
Dec 09, 2024
Celestica
2.03%
▲ 125.33%
11
Buy
Dec 06, 2024
Parsons
0.8%
▲ 9.78%
10
Buy
Dec 06, 2024
SkyWest
0.78%
▲ 34.57%
5
Buy
Dec 06, 2024
CRH plc
0.32%
▼ 2.31%
5
Buy
Dec 05, 2024
Ferguson PLC
0.16%
▼ 17.09%
1
Open
Dec 05, 2024
APA
▼ 11.09%
2
Close
Dec 04, 2024
Marvell
1.12%
▲ 120.49%
7
Sell
Dec 04, 2024
Blue Owl Capital
0.98%
▲ 21.58%
8
Buy
Dec 04, 2024