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New Portfolio - New Portfolio

Zoltán Marczell

New Portfolio
Individual Investor
Ranked #14,690 out of 803,257 TipRanks' Investors
Success Rate
72%
97 out of 134
profitable transactions
Average Return
60.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.13%
6-Month Return▲ 4.05%
12-Month Return▲ 15.88%
YTD Return▲ 8.36%
Total Return▲ 29.54%

Best Trade

Opened at
Closed at-
Gain▲ 967.79%

Bio

Long-term portfolio 5 years outlook for companies growing steadily which are already market leaders but have a nieche over the market.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.68%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 1.50%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.61%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.19%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.74%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.66%
May 2025
▲ 5.72%
▲ 2.32%
▲ 2.78%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.68%
▲ 5.43%▼ 2.41%▼ 1.50%
▲ 5.99%▲ 2.69%▲ 5.61%
▼ 12.86%▼ 1.27%▼ 0.17%
▼ 1.80%▼ 5.57%▼ 7.19%
▲ 1.76%▼ 0.87%▼ 1.74%
▲ 12.21%▲ 6.28%▲ 9.66%
▲ 5.72%▲ 2.32%▲ 2.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kering
0.71%
▼ 42.98%
3
Buy
Dec 23, 2024
Porsche Automobil Holding
0.84%
▼ 8.37%
2
Buy
Dec 23, 2024
Novo Nordisk
0.88%
▼ 9.55%
1
Open
Dec 23, 2024
Brown-Forman B
0.59%
▼ 29.85%
1
Open
Dec 23, 2024
L'Oreal
1.12%
▲ 24.35%
1
Open
Dec 23, 2024
Monster Beverage
1.07%
▲ 21.56%
1
Open
Dec 23, 2024
Lululemon Athletica
6.05%
▼ 32.59%
1
Open
Dec 23, 2024
Cognex
0.8%
▼ 12.63%
1
Open
Dec 23, 2024
Zoetis
0.92%
▲ 2.37%
1
Open
Dec 23, 2024
Marriott International
0.91%
▼ 5.04%
1
Open
Dec 23, 2024
Constellation Software
1.06%
▲ 14.57%
1
Open
Dec 23, 2024
Accenture
0.82%
▼ 9.72%
1
Open
Dec 23, 2024
Paychex
0.93%
▲ 13.00%
1
Open
Dec 23, 2024
Integrity Dividend Summit Fund - Class A
0%
▲ 0.37%
1
Open
Dec 23, 2024
Automatic Data Processing
0.87%
▲ 7.50%
1
Open
Dec 23, 2024
Waters
0.82%
▼ 5.39%
1
Open
Dec 23, 2024
Veeva Systems
11.49%
▲ 26.34%
1
Open
Dec 23, 2024
Stryker
0.9%
▲ 5.55%
1
Open
Dec 23, 2024
S&P Global
0.9%
▲ 3.52%
1
Open
Dec 23, 2024
Apple
0.69%
▼ 20.41%
1
Open
Dec 23, 2024