tiprankstipranks

New Portfolio - New Portfolio

JO

New Portfolio
Individual Investor
Ranked #247,052 out of 729,459 TipRanks' Investors
Success Rate
51%
147 out of 289
profitable transactions
Average Return
3.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.18%
6-Month Return▲ 24.45%
12-Month Return▲ 30.57%
YTD Return▲ 13.02%
Total Return▲ 33.36%

Best Trade

Opened at
Closed at-
Gain▲ 95.75%

Bio

Dividend is king

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 1.42%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.78%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.43%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 5.56%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.42%
▼ 6.45%▼ 2.17%▲ 0.58%
▲ 9.22%▲ 9.13%▲ 5.78%
▲ 5.14%▲ 4.57%▲ 3.09%
▼ 1.87%▲ 1.59%▲ 3.89%
▲ 14.08%▲ 5.22%▲ 9.27%
▲ 5.05%▲ 3.27%▲ 5.43%
▼ 16.69%▼ 5.34%▼ 5.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Microsoft
11.6%
▲ 23.88%
6
Buy
Apr 15, 2024
VanEck Bitcoin ETN
34.18%
▲ 22.80%
7
Sell
Apr 15, 2024
iShares NASDAQ - 100 UCITS ETF (DE)
4.78%
▼ 3.72%
3
Buy
Apr 15, 2024
Vanguard FTSE All-World UCITS ETF Accum USD
5.32%
▼ 0.56%
5
Buy
Apr 15, 2024
Amazon
5.13%
▼ 1.28%
2
Buy
Apr 15, 2024
Berkshire Hathaway B
▲ 2.05%
3
Close
Apr 15, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
4.79%
▼ 1.36%
2
Buy
Apr 15, 2024
Ares Capital
3.97%
▲ 19.39%
11
Sell
Apr 14, 2024
iShares Core S&P 500 UCITS ETF USD (Dist)
▼ 0.53%
2
Close
Apr 14, 2024
Nvidia
▲ 14.44%
7
Close
Mar 02, 2024
Taiwan Semiconductor Manufacturing
▼ 1.65%
4
Close
Feb 29, 2024
Snowflake
▼ 19.87%
3
Close
Feb 29, 2024
VanEck Crypto and Blockchain Innovators UCITS ETF
▲ 5.74%
3
Close
Feb 29, 2024
WisdomTree Cybersecurity Fund
▼ 3.95%
2
Close
Feb 29, 2024
iShares S&P 500 AUD Hedged ETF
▼ 3.91%
3
Close
Feb 13, 2024
Ish.Frf Spx 500
▲ 2.38%
2
Close
Feb 12, 2024
Tenable Holdings
▼ 0.26%
2
Close
Feb 12, 2024
Zscaler
▼ 0.61%
2
Close
Feb 12, 2024
Main Street Capital
▲ 5.35%
5
Close
Feb 09, 2024
Hercules Capital
4.42%
▲ 0.88%
7
Sell
Feb 09, 2024