tiprankstipranks

Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #27,426 out of 734,331 TipRanks' Investors
Success Rate
74%
336 out of 456
profitable transactions
Average Return
17.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return▲ 14.93%
12-Month Return▲ 14.20%
YTD Return▲ 6.35%
Total Return▲ 66.83%

Best Trade

Opened at
Closed at-
Gain▲ 171.10%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.02%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.17%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.69%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 3.07%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.02%
▲ 9.22%▲ 9.13%▲ 9.17%
▲ 5.14%▲ 4.57%▲ 4.42%
▼ 1.87%▲ 1.59%▲ 0.33%
▲ 14.08%▲ 5.22%▲ 1.14%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 1.69%
▲ 6.35%▲ 3.77%▲ 3.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Vanguard S&P 500 UCITS ETF
6.22%
▲ 6.72%
8
Buy
May 07, 2024
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.33%
▲ 6.86%
9
Buy
May 04, 2024
Merck & Company
2.53%
▲ 49.09%
12
Buy
May 02, 2024
Sumitomo Mitsui
0.39%
▲ 25.16%
4
Buy
May 02, 2024
Bank of America
2.31%
▲ 16.02%
21
Buy
May 02, 2024
Itochu
0.33%
▲ 10.57%
6
Buy
May 02, 2024
Petroleo Brasileiro SA
0.28%
▲ 22.64%
9
Buy
May 02, 2024
Vale SA
0.17%
▼ 6.06%
7
Buy
May 02, 2024
Vanguard FTSE Japan UCITS ETF
0.34%
▲ 7.76%
6
Buy
May 02, 2024
Allianz SE Unsponsored ADR
0.21%
▲ 16.52%
3
Buy
Apr 15, 2024
Cisco Systems
1.21%
▼ 0.20%
4
Buy
Apr 15, 2024
Koninklijke Ahold Delhaize
1.2%
▲ 9.85%
3
Buy
Apr 15, 2024
Shin-Etsu Chemical Co
1.27%
▲ 0.31%
5
Buy
Apr 02, 2024
American Express
0.25%
▲ 7.43%
1
Open
Apr 02, 2024
Oracle
0.12%
▼ 3.20%
1
Open
Mar 27, 2024
Union Pacific
6.33%
▲ 19.33%
9
Buy
Mar 15, 2024
Procter & Gamble
2.57%
▲ 19.31%
8
Buy
Mar 15, 2024
Rio Tinto
0.79%
▲ 20.18%
11
Buy
Mar 15, 2024
Chevron
2.88%
▲ 56.09%
9
Buy
Mar 15, 2024
DHL Group
1.94%
▲ 2.93%
16
Buy
Mar 15, 2024