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Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #65,478 out of 788,174 TipRanks' Investors
Success Rate
69%
364 out of 531
profitable transactions
Average Return
21.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.32%
6-Month Return▲ 2.85%
12-Month Return▲ 10.86%
YTD Return▲ 1.02%
Total Return▲ 76.55%

Best Trade

Opened at
Closed at-
Gain▲ 198.27%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.19%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.74%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.58%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.28%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 4.01%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 2.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.68%
▼ 13.14%▲ 2.34%▲ 2.52%
▲ 2.93%▲ 2.10%▲ 1.19%
▲ 9.99%▼ 0.89%▼ 2.74%
▲ 26.04%▲ 5.96%▲ 2.58%
▲ 5.81%▼ 2.41%▼ 1.28%
▲ 4.98%▲ 2.69%▲ 4.01%
▼ 8.93%▲ 1.85%▼ 2.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard USD Treasury Bond UCITS ETF
0.08%
▼ 3.53%
13
Buy
Feb 06, 2025
Vanguard FTSE Japan UCITS ETF
0.49%
▲ 8.57%
12
Buy
Feb 06, 2025
Vanguard S&P 500 UCITS ETF
7.6%
▲ 20.06%
16
Buy
Feb 06, 2025
iShares Core MSCI World UCITS ETF
5.8%
▲ 16.31%
14
Buy
Feb 06, 2025
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.57%
▲ 10.32%
18
Buy
Feb 06, 2025
iShares USD Treasury Bond 1-3 UCITS ETF
0.11%
▼ 1.40%
1
Open
Feb 06, 2025
iShares $ Floating Rate Bond UCITS ETF
0.02%
▼ 0.72%
1
Open
Feb 06, 2025
Waste Management
0.4%
▲ 3.14%
1
Open
Feb 04, 2025
Imperial Brands
3.33%
▲ 94.56%
31
Buy
Feb 02, 2025
Allianz SE Unsponsored ADR
0.27%
▲ 28.58%
4
Buy
Jan 20, 2025
iShares Physical Silver ETC
▲ 2.39%
2
Close
Jan 20, 2025
Brenntag AG
▼ 12.91%
3
Close
Jan 15, 2025
Bitcoin
0.32%
▼ 0.77%
3
Buy
Dec 12, 2024
Rio Tinto
1.08%
▲ 12.21%
13
Buy
Nov 26, 2024
Oracle
0.77%
▲ 19.54%
3
Buy
Nov 26, 2024
American Express
1.07%
▲ 20.35%
3
Buy
Nov 26, 2024
Microsoft
11.38%
▲ 47.38%
11
Buy
Oct 01, 2024
AbbVie
3.22%
▲ 74.73%
12
Buy
Oct 01, 2024
Union Pacific
5.58%
▲ 20.29%
10
Buy
Sep 16, 2024
Canadian National Railway
1.46%
▼ 8.61%
9
Buy
Sep 16, 2024