tiprankstipranks

New Portfolio - New Portfolio

bozena sepesiova

New Portfolio
Individual Investor
Ranked #16,573 out of 734,331 TipRanks' Investors
Success Rate
81%
128 out of 158
profitable transactions
Average Return
13.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.09%
6-Month Return▲ 28.09%
12-Month Return-
YTD Return▲ 8.44%
Total Return▲ 29.84%

Best Trade

Opened at
Closed at-
Gain▲ 120.46%

Bio

Performance

15.38%0-15.38%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 3.77%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 15.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.02%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.68%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 3.98%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%▲ 3.77%
▲ 5.14%▲ 4.57%▲ 15.38%
▼ 1.87%▲ 1.59%▼ 4.02%
▲ 14.08%▲ 5.22%▲ 10.75%
▲ 5.05%▲ 3.27%▲ 7.44%
▼ 12.40%▼ 4.03%▼ 8.68%
▲ 6.35%▲ 3.77%▲ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Invesco Dow Jones Industrial Average Dividend ETF
0.04%
▲ 11.33%
2
Buy
Apr 18, 2024
American Funds Inflation Linked Bond Fund - Class F-3
0.01%
▲ 2.44%
2
Buy
Apr 18, 2024
Nvidia
0.69%
▲ 47.91%
2
Buy
Apr 18, 2024
Melanion BTC Equities Universe UCITS ETF
0.01%
▲ 29.08%
2
Buy
Apr 18, 2024
Hodges Blue Chip Equity Income Fund
0.02%
▲ 13.98%
2
Buy
Apr 18, 2024
IMPINJ
0.12%
▲ 76.80%
2
Buy
Apr 18, 2024
Fidelity Advisor Asset Manager 30%: Class I
0.01%
▲ 4.92%
2
Buy
Apr 18, 2024
Table Trac
0.01%
▼ 0.08%
2
Buy
Apr 18, 2024
Greenspring Fund Inc.
0.02%
▲ 12.17%
2
Buy
Apr 18, 2024
Visa
0.2%
▼ 0.57%
1
Open
Apr 18, 2024
Visa
0.16%
0.00%
1
Open
Apr 18, 2024
DANONE SA
0.05%
▲ 4.26%
1
Open
Apr 18, 2024
Enterprise Products Partners
0.02%
▲ 3.63%
1
Open
Apr 18, 2024
Enphase Energy
0.09%
▲ 7.27%
1
Open
Apr 18, 2024
Biolase
0.01%
▲ 13.82%
1
Open
Apr 18, 2024
Zebra Tech
0.24%
▲ 17.56%
1
Open
Apr 18, 2024
Zimmer Biomet Holdings
0.09%
▲ 0.54%
1
Open
Apr 18, 2024
Zhibao Technology Inc. Class A
0.01%
▲ 14.02%
1
Open
Apr 18, 2024
Entravision
0.01%
▲ 15.15%
1
Open
Apr 18, 2024
Nio
0.01%
▲ 44.75%
1
Open
Apr 18, 2024