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Invest - New Portfolio

Florian

Invest
Individual Investor
Ranked #201,164 out of 818,742 TipRanks' Investors
Success Rate
66%
197 out of 299
profitable transactions
Average Return
5.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.36%
6-Month Return▲ 16.55%
12-Month Return▲ 18.39%
YTD Return▲ 15.07%
Total Return▲ 30.22%

Best Trade

Opened at
Closed at-
Gain▲ 145.57%

Bio

Value Investor primarily looking for long term assets.

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.93%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.58%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.18%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.23%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.67%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.25%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 1.00%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.93%
▼ 1.80%▼ 5.57%▼ 4.58%
▲ 1.84%▼ 0.87%▼ 2.18%
▲ 12.20%▲ 6.28%▲ 5.23%
▲ 6.24%▲ 5.14%▲ 5.67%
▲ 27.91%▲ 2.30%▲ 0.40%
▲ 4.87%▲ 2.05%▲ 6.25%
▲ 8.21%▲ 2.19%▲ 1.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
2.42%
▲ 4.62%
3
Buy
Aug 18, 2025
Sea
1.32%
▲ 5.43%
1
Open
Aug 18, 2025
Dominion Energy
1.41%
▼ 1.30%
1
Open
Aug 05, 2025
Spotify
2.34%
▲ 3.78%
1
Open
Jul 24, 2025
Citigroup
7.21%
▲ 113.49%
9
Sell
Jul 23, 2025
Walt Disney
12.06%
▲ 1.02%
11
Sell
Jul 23, 2025
Freeport-McMoRan
1.06%
▲ 6.25%
3
Open
Jul 22, 2025
VICI Properties
6.16%
▲ 12.46%
8
Buy
May 07, 2025
Enterprise Products Partners
0.76%
▲ 11.11%
5
Open
Apr 29, 2025
Energy Transfer
2.48%
▲ 6.10%
11
Open
Apr 29, 2025
Ares Capital
2.99%
▲ 32.01%
11
Buy
Apr 29, 2025
Netflix
2.9%
▲ 12.00%
1
Open
Apr 24, 2025
IShares Bitcoin Trust Registered
▲ 47.60%
3
Close
Apr 07, 2025
AT&T
11.15%
▲ 92.36%
8
Buy
Mar 10, 2025
Advanced Micro Devices
2.25%
▼ 9.83%
13
Sell
Mar 10, 2025
Tesla
1.01%
▲ 14.85%
4
Buy
Nov 22, 2024
Mercadolibre
10.39%
▲ 67.12%
4
Buy
Nov 11, 2024
Microsoft
2.41%
▲ 8.13%
10
Open
Oct 30, 2024
Arbor Realty
2.78%
▲ 14.51%
7
Sell
Oct 30, 2024
Albemarle
1.14%
▼ 57.86%
4
Sell
Aug 09, 2024