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New Portfolio - New Portfolio

ND

New Portfolio
Individual Investor
Ranked #71,891 out of 793,835 TipRanks' Investors
Success Rate
64%
145 out of 225
profitable transactions
Average Return
16.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.95%
6-Month Return▼ 0.98%
12-Month Return▲ 9.92%
YTD Return▼ 0.39%
Total Return▲ 87.40%

Best Trade

Opened at
Closed at
Gain▲ 1397.89%

Bio

Pensión portfolio of a British investor based in UK

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.65%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 4.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.68%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 2.95%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.78%
▲ 2.93%▲ 2.10%▲ 2.03%
▲ 10.00%▼ 0.89%▼ 0.50%
▲ 26.01%▲ 5.96%▲ 4.65%
▲ 5.33%▼ 2.41%▼ 4.53%
▲ 5.89%▲ 2.69%▲ 4.39%
▼ 12.86%▼ 1.27%▼ 1.68%
▼ 1.65%▼ 6.20%▼ 2.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Monolithic Power
1.12%
▼ 8.39%
1
Open
Mar 25, 2025
Polar Capital Holdings
5.58%
▲ 9.96%
5
Buy
Mar 21, 2025
Banco Bilbao
▲ 36.65%
5
Close
Mar 11, 2025
Carlyle Group
3.75%
▼ 11.88%
2
Buy
Mar 06, 2025
ServiceNow
4.01%
▼ 11.00%
2
Buy
Mar 06, 2025
Amazon
▲ 90.15%
5
Close
Feb 28, 2025
Equinor ASA
10.05%
▲ 11.23%
8
Buy
Feb 25, 2025
Enbridge
6.87%
▲ 11.33%
4
Buy
Feb 25, 2025
Nasdaq
2.89%
▲ 18.65%
4
Buy
Feb 24, 2025
PayPal Holdings
▲ 11.24%
6
Close
Feb 24, 2025
Nu Holdings
4%
▼ 20.95%
4
Buy
Feb 21, 2025
FRP Advisory Group Plc
3.97%
▼ 3.28%
3
Buy
Feb 13, 2025
Legal & General
▲ 17.26%
4
Close
Feb 13, 2025
Brookfield Renewable
▼ 6.81%
2
Close
Feb 13, 2025
AstraZeneca
5.42%
▲ 0.46%
2
Buy
Feb 13, 2025
Grupo Aeroportuario Del Centro
▲ 23.63%
5
Close
Feb 06, 2025
Danaher
3.97%
▼ 9.89%
2
Buy
Jan 29, 2025
Monday.com
4.77%
▲ 18.52%
5
Buy
Jan 27, 2025
QXO Inc
2.66%
▼ 6.63%
3
Buy
Jan 27, 2025
Coinbase Global
0.67%
▼ 37.43%
1
Open
Jan 27, 2025