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New Portfolio - New Portfolio

bozena sepesiova

New Portfolio
Individual Investor
Ranked #88,240 out of 742,108 TipRanks' Investors
Success Rate
62%
58 out of 94
profitable transactions
Average Return
14.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.69%
6-Month Return▲ 7.22%
12-Month Return-
YTD Return▲ 5.53%
Total Return▲ 26.41%

Best Trade

Opened at
Closed at-
Gain▲ 148.57%

Bio

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
▲ 7.63%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.30%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.25%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.21%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 12.71%
May 2024
▼ 6.31%
▲ 3.58%
▼ 9.67%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%▲ 7.63%
▲ 5.14%▲ 4.57%▲ 11.30%
▼ 1.87%▲ 1.59%▼ 4.16%
▲ 14.08%▲ 5.22%▲ 11.25%
▲ 5.05%▲ 3.27%▲ 5.21%
▼ 12.40%▼ 4.03%▼ 7.60%
▲ 11.46%▲ 5.06%▲ 12.71%
▼ 6.31%▲ 3.58%▼ 9.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AstraZeneca
0.06%
▲ 3.87%
1
Open
May 01, 2024
AutoZone
2.23%
▲ 1.31%
1
Open
May 01, 2024
Bank of America
0.03%
▲ 14.29%
1
Open
Apr 17, 2024
Boeing
0.13%
▲ 5.22%
1
Open
Apr 17, 2024
Honeywell International
0.16%
▲ 14.01%
1
Open
Apr 17, 2024
HP
0.03%
▲ 32.10%
1
Open
Apr 17, 2024
Halliburton
0.03%
▼ 9.27%
1
Open
Apr 17, 2024
Jumia Technologies AG
0.01%
▲ 73.76%
1
Open
Apr 17, 2024
Johnson & Johnson
0.11%
▲ 3.84%
1
Open
Apr 17, 2024
JD
0.02%
▲ 12.76%
1
Open
Apr 17, 2024
Kraft Heinz
0.02%
▼ 8.95%
1
Open
Apr 17, 2024
Kinder Morgan
0.02%
▲ 15.01%
1
Open
Apr 17, 2024
Kroger Company
0.04%
▼ 9.00%
1
Open
Apr 17, 2024
KHD Humboldt Wedag
0.01%
▼ 0.57%
1
Open
Apr 17, 2024
Ocugen
0.01%
▼ 12.50%
1
Open
Apr 17, 2024
Opendoor Technologies
0.01%
▼ 14.35%
1
Open
Apr 17, 2024
Occidental Petroleum
0.05%
▼ 3.78%
1
Open
Apr 17, 2024
Oracle
0.1%
▲ 17.88%
1
Open
Apr 17, 2024
Realty Income
0.04%
▲ 5.62%
1
Open
Apr 17, 2024
ZIM Integrated Shipping Services
0.02%
▲ 100.30%
1
Open
Apr 17, 2024