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New Portfolio - New Portfolio

ND

New Portfolio
Individual Investor
Ranked #56,787 out of 802,721 TipRanks' Investors
Success Rate
70%
165 out of 235
profitable transactions
Average Return
18.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.94%
6-Month Return▲ 5.90%
12-Month Return▲ 18.54%
YTD Return▲ 11.46%
Total Return▲ 110.62%

Best Trade

Opened at
Closed at
Gain▲ 1397.89%

Bio

Pensión portfolio of a British investor based in UK

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.56%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.79%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.51%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.99%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.09%
May 2025
▲ 2.22%
▲ 1.65%
▲ 2.71%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.56%
▲ 5.43%▼ 2.41%▼ 4.03%
▲ 5.99%▲ 2.69%▲ 4.79%
▼ 12.86%▼ 1.27%▼ 1.68%
▼ 1.80%▼ 5.57%▼ 3.51%
▲ 1.76%▼ 0.87%▲ 0.99%
▲ 12.21%▲ 6.28%▲ 8.09%
▲ 2.22%▲ 1.65%▲ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
▲ 28.01%
2
Close
May 29, 2025
T Rowe Price
▼ 19.00%
3
Close
May 27, 2025
Carlyle Group
▼ 5.08%
3
Close
May 27, 2025
Monolithic Power
▲ 8.59%
2
Close
May 27, 2025
FRP Advisory Group Plc
▼ 8.07%
5
Close
May 21, 2025
Intertek
5.12%
▲ 4.36%
5
Buy
May 21, 2025
AstraZeneca
6.47%
▼ 2.49%
3
Buy
May 21, 2025
Nasdaq
▲ 23.46%
5
Close
May 12, 2025
Polar Capital Holdings
7.42%
▲ 8.79%
6
Buy
May 07, 2025
Palantir Technologies
2.26%
▲ 14.36%
2
Buy
May 06, 2025
Pershing Square Holdings Ltd Public Class USD Accum.Shs
4.63%
▲ 7.63%
1
Open
May 06, 2025
Arista Networks
▲ 44.08%
8
Close
May 05, 2025
Monday.com
▲ 31.14%
7
Close
May 05, 2025
Caterpillar
1.87%
▲ 12.55%
1
Open
May 01, 2025
Danaher
5.54%
▼ 8.39%
3
Buy
Apr 15, 2025
Enbridge
▲ 13.04%
5
Close
Apr 02, 2025
Banco Bilbao
▲ 36.60%
5
Close
Mar 11, 2025
ServiceNow
4.73%
▲ 14.94%
2
Buy
Mar 06, 2025
Amazon
▲ 90.15%
5
Close
Feb 28, 2025
Equinor ASA
8.66%
▲ 6.00%
8
Buy
Feb 25, 2025