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Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #69,767 out of 781,066 TipRanks' Investors
Success Rate
67%
350 out of 521
profitable transactions
Average Return
19.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.89%
6-Month Return▲ 4.71%
12-Month Return▲ 14.99%
YTD Return▲ 2.53%
Total Return▲ 78.88%

Best Trade

Opened at
Closed at-
Gain▲ 189.73%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.24%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.74%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.58%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.45%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.53%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.24%
▲ 8.13%▲ 1.21%▲ 2.68%
▼ 13.14%▲ 2.34%▲ 2.52%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 10.00%▼ 0.89%▼ 2.74%
▲ 26.04%▲ 5.96%▲ 2.58%
▲ 5.93%▼ 2.41%▼ 1.45%
▲ 11.17%▲ 1.96%▲ 2.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brenntag AG
▼ 12.91%
3
Close
Jan 15, 2025
iShares Physical Silver ETC
0.03%
▲ 1.82%
1
Open
Jan 14, 2025
Vanguard USD Treasury Bond UCITS ETF
0.04%
▼ 3.46%
12
Open
Jan 13, 2025
Vanguard S&P 500 UCITS ETF
7.53%
▲ 21.60%
15
Buy
Jan 13, 2025
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.35%
▲ 6.12%
17
Buy
Jan 13, 2025
Vanguard FTSE Japan UCITS ETF
0.46%
▲ 4.91%
11
Buy
Jan 12, 2025
iShares Core MSCI World UCITS ETF
5.57%
▲ 12.70%
13
Buy
Jan 12, 2025
Bitcoin
0.36%
▲ 6.05%
3
Buy
Dec 12, 2024
Rio Tinto
1.06%
▲ 6.64%
13
Buy
Nov 26, 2024
Oracle
0.74%
▲ 9.37%
3
Buy
Nov 26, 2024
American Express
1.14%
▲ 23.80%
3
Buy
Nov 26, 2024
Microsoft
12.17%
▲ 52.45%
11
Buy
Oct 01, 2024
AbbVie
2.83%
▲ 49.23%
12
Buy
Oct 01, 2024
Union Pacific
5.57%
▲ 13.79%
10
Buy
Sep 16, 2024
Canadian National Railway
1.49%
▼ 10.65%
9
Buy
Sep 16, 2024
JPMorgan Chase & Co.
9.25%
▲ 99.10%
16
Buy
Sep 02, 2024
PepsiCo
1.49%
▼ 8.34%
6
Buy
Sep 02, 2024
General Mills
1.86%
▼ 3.10%
19
Buy
Aug 15, 2024
Cisco Systems
1.38%
▲ 25.70%
5
Buy
Aug 15, 2024
Sumitomo Mitsui
0.46%
▲ 39.48%
6
Buy
Aug 01, 2024