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MY HOLDINGS 17.12.23 - New Portfolio

KOSTAS

MY HOLDINGS 17.12.23
Individual Investor
Ranked #184,866 out of 809,067 TipRanks' Investors
Success Rate
60%
150 out of 251
profitable transactions
Average Return
15.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.39%
6-Month Return▲ 13.10%
12-Month Return▲ 27.18%
YTD Return▲ 20.18%
Total Return▲ 44.20%

Best Trade

Opened at
Closed at
Gain▲ 422.58%

Bio

Performance

18.34%0-18.34%
▲ 5.10%
▼ 2.41%
▼ 0.18%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.77%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.99%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.67%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 6.19%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.18%
▲ 6.03%▲ 2.69%▲ 6.78%
▼ 12.86%▼ 1.27%▼ 3.95%
▼ 1.80%▼ 5.57%▼ 3.39%
▲ 1.84%▼ 0.87%▼ 1.77%
▲ 12.20%▲ 6.28%▲ 7.99%
▲ 6.24%▲ 5.14%▲ 7.67%
▲ 18.34%▲ 1.57%▲ 6.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
2.29%
▼ 7.05%
2
Buy
Jul 19, 2025
Gitlab
0.92%
0.00%
1
Open
Jul 19, 2025
MongoDB
0.9%
0.00%
1
Open
Jul 19, 2025
Nike
0.74%
0.00%
1
Open
Jul 19, 2025
Simon Property
0.66%
0.00%
1
Open
Jul 19, 2025
Chime Financial, Inc. Class A
0.64%
0.00%
1
Open
Jul 19, 2025
Levi Strauss & Co
0.64%
0.00%
1
Open
Jul 19, 2025
Nestlé SA
0%
▲ 1.48%
1
Open
Jul 12, 2025
Fluence Energy
3.64%
▲ 19.97%
9
Open
Jul 11, 2025
Dell Technologies
1.07%
▲ 3.48%
1
Open
Jul 11, 2025
Braze
1.17%
▼ 9.96%
6
Buy
Apr 15, 2025
Zebra Tech
1.35%
▲ 24.98%
4
Buy
Apr 15, 2025
Dominion Energy
1.18%
▲ 10.40%
2
Buy
Apr 15, 2025
Semtech
2.18%
▲ 70.99%
4
Buy
Apr 15, 2025
Applied Materials
4.64%
▲ 30.49%
4
Buy
Apr 11, 2025
Merck & Company
4.06%
▼ 8.87%
4
Buy
Apr 11, 2025
Altria Group
9.42%
▲ 59.24%
5
Sell
Apr 11, 2025
Deutsche Telekom
0%
▲ 56.20%
5
Sell
Apr 11, 2025
Zions Bancorporation National Association
2.3%
▲ 89.23%
3
Sell
Apr 11, 2025
Vodafone
0%
▲ 33.39%
3
Sell
Apr 11, 2025