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ETFs & Stocks - New Portfolio

Ntethelelo Mzobe

ETFs & Stocks
Individual Investor
Ranked #373,217 out of 800,430 TipRanks' Investors
Success Rate
53%
28 out of 53
profitable transactions
Average Return
0.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.87%
6-Month Return▼ 1.18%
12-Month Return▲ 9.73%
YTD Return▲ 0.07%
Total Return▲ 14.68%

Best Trade

Opened at
Closed at-
Gain▲ 67.07%

Bio

Buy and Forget about it

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.72%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 1.84%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.25%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.70%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.53%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 5.74%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.53%
▲ 25.97%▲ 5.96%▲ 6.72%
▲ 5.42%▼ 2.41%▼ 1.84%
▲ 6.01%▲ 2.69%▲ 4.24%
▼ 12.86%▼ 1.27%▼ 3.25%
▼ 1.80%▼ 5.57%▼ 4.70%
▲ 1.76%▼ 0.87%▼ 1.53%
▲ 11.20%▲ 5.11%▲ 5.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
China Life Insurance Co
0.01%
▼ 11.01%
1
Open
Dec 08, 2024
iShares Core CSI 300 ETF
7.71%
▼ 5.36%
1
Open
Dec 08, 2024
ACM Research
2.45%
▲ 16.96%
1
Open
Oct 28, 2024
Guardant Health
3.95%
▲ 67.07%
1
Open
Oct 28, 2024
Immersion
1.58%
▼ 13.09%
1
Open
Oct 28, 2024
Nano Dimension
1.71%
▼ 32.64%
1
Open
Oct 28, 2024
Vanguard Balanced Index Fd Admiral Shs
2.03%
▲ 1.06%
1
Open
Oct 28, 2024
Fidelity Balanced Fund
2.19%
▼ 1.48%
1
Open
Oct 28, 2024
T. Rowe Price Capital Appreciation Fund
0.9%
▼ 7.50%
1
Open
Oct 28, 2024
BlackRock Global Alloc A
0.62%
▲ 0.62%
1
Open
Oct 28, 2024
American Balanced Fund, Class A Shs
1.04%
▲ 2.45%
1
Open
Oct 28, 2024
Tesla
2.85%
▲ 27.47%
1
Open
Oct 28, 2024
SPDR S&P 500 ETF Trust
2.48%
▲ 1.27%
1
Open
Oct 24, 2024
Vanguard Total Stock Market ETF
2.44%
▲ 1.01%
1
Open
Oct 24, 2024
iShares Russell 1000 Value ETF
1.59%
▼ 0.83%
1
Open
Oct 24, 2024
Vanguard Mid-Cap ETF
2.28%
▲ 1.39%
1
Open
Oct 24, 2024
iShares Core S&P Total U.S. Stock Market ETF
1.9%
▲ 0.98%
1
Open
Oct 24, 2024
Vanguard Large-Cap ETF
1.72%
▲ 1.63%
1
Open
Oct 24, 2024
iShares MSCI USA Quality Factor ETF
1.5%
▼ 1.49%
1
Open
Oct 24, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.68%
▼ 0.34%
1
Open
Oct 24, 2024