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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #303,986 out of 783,079 TipRanks' Investors
Success Rate
55%
27 out of 49
profitable transactions
Average Return
10.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.90%
6-Month Return▲ 0.91%
12-Month Return▲ 25.19%
YTD Return▼ 1.20%
Total Return▲ 43.77%

Best Trade

Opened at
Closed at-
Gain▲ 110.24%

Bio

My new research field thanks to Covid-19

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.89%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.51%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.59%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 1.98%
Dec 2024
▲ 2.91%
▲ 3.15%
▼ 1.20%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.89%
▲ 8.13%▲ 1.21%▲ 1.76%
▼ 13.14%▲ 2.34%▼ 8.54%
▲ 2.93%▲ 2.10%▲ 2.51%
▲ 9.99%▼ 0.89%▲ 2.59%
▲ 26.04%▲ 5.96%▲ 3.64%
▲ 5.93%▼ 2.41%▲ 1.98%
▲ 2.91%▲ 3.15%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
2.76%
▼ 39.97%
4
Sell
Dec 22, 2024
Merck & Company
8.48%
▲ 8.40%
7
Sell
Dec 22, 2024
Chevron
13.44%
▲ 16.27%
5
Sell
Dec 22, 2024
PayPal Holdings
7.66%
▲ 4.30%
5
Sell
Dec 22, 2024
Nio
1.02%
▼ 49.68%
4
Sell
Dec 22, 2024
Alphabet Class A
16.87%
▲ 64.19%
4
Sell
Dec 22, 2024
Vanguard S&P 500 ETF
19.11%
▲ 30.47%
6
Sell
Dec 22, 2024
Marvell
5.53%
▲ 47.96%
2
Sell
Dec 22, 2024
Utilities Select Sector SPDR Fund
6.62%
▼ 1.46%
2
Sell
Dec 22, 2024
Amazon
8.18%
▲ 19.37%
2
Sell
Dec 22, 2024
Schwab US Dividend Equity ETF
0.48%
▼ 0.21%
2
Sell
Dec 22, 2024
Coca-Cola
1.08%
▲ 5.85%
3
Open
Nov 09, 2024
Conocophillips
8.77%
▲ 17.07%
4
Buy
Nov 05, 2024
Advanced Micro Devices
▲ 36.12%
2
Close
Nov 05, 2024
PepsiCo
▼ 0.09%
2
Close
Nov 05, 2024
Bitcoin
0%
▲ 110.24%
1
Open
Feb 11, 2024
Viatris
▲ 5.09%
5
Close
Feb 10, 2024
Organon
▼ 25.80%
4
Close
Aug 26, 2023
International Flavors & Fragrances
▼ 31.81%
3
Close
Aug 26, 2023
SoFi Technologies
▲ 33.31%
4
Close
Jul 08, 2023