My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #329,825 out of 748,626 TipRanks' Investors
Success Rate
50%
5 out of 10
profitable transactions
Average Return
4.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.93%
6-Month Return▼ 5.52%
12-Month Return▲ 5.58%
YTD Return▼ 7.97%
Total Return▲ 13.94%

Best Trade

Opened at
Closed at-
Gain▲ 66.78%

Bio

defensive portfolio, no short. only long

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 8.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.25%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 10.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.17%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.90%
Jun 2024
▲ 24.77%
▼ 1.07%
▼ 2.43%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.98%
▼ 1.87%▲ 1.59%▼ 3.16%
▲ 14.08%▲ 5.22%▲ 2.78%
▲ 5.05%▲ 3.27%▲ 4.25%
▼ 12.40%▼ 4.03%▼ 10.19%
▲ 11.46%▲ 5.06%▲ 3.17%
▼ 2.25%▲ 3.53%▼ 1.90%
▲ 24.77%▼ 1.07%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
24.22%
▼ 4.13%
2
Buy
Jan 22, 2024
WT Glb Qua Div Accum Shs USD
▲ 9.23%
2
Close
Jan 22, 2024
iShares Core MSCI World UCITS ETF
▲ 13.71%
2
Close
Jan 22, 2024
Intel
16.84%
▼ 16.28%
2
Buy
Jan 22, 2024
Qualcomm
27.63%
▲ 41.28%
2
Buy
Jan 22, 2024
PayPal Holdings
31.31%
▼ 10.23%
2
Buy
Jan 22, 2024