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My Portfolio - New Portfolio

My Portfolio
Individual Investor
Ranked #263,648 out of 799,718 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
6.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.01%
6-Month Return▼ 1.68%
12-Month Return▲ 0.47%
YTD Return▲ 5.26%
Total Return▲ 20.03%

Best Trade

Opened at
Closed at-
Gain▲ 47.31%

Bio

defensive portfolio, no short. only long

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.63%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.05%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.66%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 7.34%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.28%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.04%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.29%
Apr 2025
▲ 12.28%
▲ 7.15%
▲ 5.96%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.63%
▲ 25.97%▲ 5.96%▲ 6.05%
▲ 5.41%▼ 2.41%▼ 6.66%
▲ 6.02%▲ 2.69%▲ 7.34%
▼ 12.86%▼ 1.27%▼ 0.28%
▼ 1.80%▼ 5.57%▼ 4.04%
▲ 1.76%▼ 0.87%▼ 3.29%
▲ 12.28%▲ 7.15%▲ 5.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abbott Laboratories
29.6%
▲ 23.76%
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
11.1%
▼ 41.32%
2
Buy
Jan 22, 2024
Qualcomm
22.32%
▲ 24.79%
2
Buy
Jan 22, 2024
PayPal Holdings
36.98%
▲ 13.24%
2
Buy
Jan 22, 2024