Portfolio 1 - New Portfolio

Maziar K

Portfolio 1
Individual Investor
Ranked #184,702 out of 766,001 TipRanks' Investors
Success Rate
54%
660 out of 1221
profitable transactions
Average Return
18.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 8.47%
12-Month Return▲ 37.34%
YTD Return▲ 19.19%
Total Return▲ 53.05%

Best Trade

Opened at
Closed at-
Gain▲ 2072.95%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.02%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.13%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.66%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.53%
▲ 11.46%▲ 5.06%▲ 6.02%
▼ 2.25%▲ 3.53%▲ 0.08%
▲ 25.72%▲ 1.21%▲ 0.74%
▼ 4.22%▲ 2.34%▼ 1.13%
▲ 7.82%▲ 2.10%▲ 2.66%
▲ 6.02%▼ 0.89%▼ 1.29%
▲ 5.59%▲ 5.20%▲ 5.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
0.37%
▲ 4.85%
3
Buy
Nov 07, 2024
CRH plc
0.12%
▲ 0.01%
1
Open
Nov 07, 2024
Amazon
1.53%
▲ 53.40%
13
Buy
Nov 06, 2024
Cencora
0.58%
▲ 47.64%
8
Sell
Nov 06, 2024
Teekay Tankers
▲ 4.59%
11
Close
Nov 06, 2024
Dorian LPG
0.39%
▼ 3.46%
3
Buy
Nov 05, 2024
Meta Platforms
2.67%
▲ 160.99%
18
Buy
Oct 31, 2024
Super Micro Computer
▼ 61.59%
17
Close
Oct 31, 2024
Alphabet Class A
0.89%
▲ 31.75%
11
Buy
Oct 29, 2024
DR Horton
0.55%
▼ 6.29%
4
Buy
Oct 29, 2024
Power Solutions
▼ 12.62%
6
Close
Oct 23, 2024
Blue Bird
0.73%
▲ 3.01%
9
Buy
Oct 18, 2024
NRG Energy
0.71%
▲ 17.26%
7
Buy
Oct 18, 2024
Weatherford International
▼ 18.04%
6
Close
Oct 16, 2024
Caterpillar
▲ 42.41%
12
Close
Oct 14, 2024
Mitsubishi UFJ
▲ 3.85%
5
Close
Oct 11, 2024
PDD Holdings
0.31%
▼ 3.80%
5
Sell
Oct 09, 2024
Stellantis
▼ 14.43%
7
Close
Oct 03, 2024
Torm
0.47%
▼ 19.32%
10
Buy
Oct 01, 2024
Pagseguro Digital
0.14%
▼ 38.74%
8
Sell
Sep 30, 2024