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New Portfolio - New Portfolio

PerformancePortfolio Details

bozena sepesiova

New Portfolio
Individual Investor
Ranked #49,973 out of 748,626 TipRanks' Investors
Success Rate
66%
62 out of 94
profitable transactions
Average Return
20.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 21.46%
6-Month Return▲ 38.02%
12-Month Return-
YTD Return▲ 31.74%
Total Return▲ 57.80%

Best Trade

AssetUniverse Ph... (UPC)
Opened at
Closed at-
Gain▲ 240.95%

Bio

Performance

24.77%0-24.77%
▲ 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
▼ 2.25%
▲ 3.53%
▼ 8.55%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 23.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 2.25%▲ 3.53%▼ 8.55%
▲ 24.77%▼ 1.07%▲ 23.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AZN
AstraZeneca
0.05%
▲ 2.76%
1
Open
May 01, 2024
AZO
AutoZone
2.12%
▲ 2.86%
1
Open
May 01, 2024
BAC
Bank of America
0.03%
▲ 19.03%
1
Open
Apr 17, 2024
BA
Boeing
0.13%
▲ 8.31%
1
Open
Apr 17, 2024
HON
Honeywell International
0.14%
▲ 6.91%
1
Open
Apr 17, 2024
HPQ
HP
0.02%
▲ 31.92%
1
Open
Apr 17, 2024
HAL
Halliburton
0.02%
▼ 9.75%
1
Open
Apr 17, 2024
JMIA
Jumia Technologies AG
0.01%
▲ 204.21%
1
Open
Apr 17, 2024
JNJ
Johnson & Johnson
0.11%
▲ 11.16%
1
Open
Apr 17, 2024
JD
JD
0.02%
▲ 4.69%
1
Open
Apr 17, 2024
KHC
Kraft Heinz
0.02%
▼ 8.73%
1
Open
Apr 17, 2024
KMI
Kinder Morgan
0.01%
▲ 20.50%
1
Open
Apr 17, 2024
KR
Kroger Company
0.04%
▼ 3.02%
1
Open
Apr 17, 2024
KHDHF
KHD Humboldt Wedag
0.01%
▼ 10.92%
1
Open
Apr 17, 2024
OCGN
Ocugen
0.01%
▲ 13.19%
1
Open
Apr 17, 2024
OPEN
Opendoor Technologies
0.01%
▲ 14.35%
1
Open
Apr 17, 2024
OXY
Occidental Petroleum
0.04%
▼ 7.92%
1
Open
Apr 17, 2024
ORCL
Oracle
0.1%
▲ 16.47%
1
Open
Apr 17, 2024
O
Realty Income
0.04%
▲ 13.51%
1
Open
Apr 17, 2024
ZIM
ZIM Integrated Shipping Services
0.01%
▲ 71.91%
1
Open
Apr 17, 2024