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Invest - New Portfolio

Florian

Invest
Individual Investor
Ranked #493,333 out of 728,786 TipRanks' Investors
Success Rate
59%
160 out of 271
profitable transactions
Average Return
-1.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.28%
6-Month Return▲ 12.97%
12-Month Return▲ 5.32%
YTD Return▲ 0.15%
Total Return▼ 3.16%

Best Trade

Opened at
Closed at
Gain▲ 54.70%

Bio

Value Investor primarily looking for long term assets.

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 3.65%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.91%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.20%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.63%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.58%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.80%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 6.43%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.65%
▼ 6.45%▼ 2.17%▼ 5.91%
▲ 9.22%▲ 9.13%▲ 8.20%
▲ 5.14%▲ 4.57%▲ 7.63%
▼ 1.87%▲ 1.59%▲ 2.50%
▲ 14.08%▲ 5.22%▲ 1.58%
▲ 5.05%▲ 3.27%▲ 2.80%
▼ 24.17%▼ 4.31%▼ 6.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Citigroup
7.26%
▲ 16.27%
8
Sell
Mar 20, 2024
KFA Mount Lucas Index Strategy ETF
▼ 1.84%
2
Close
Mar 20, 2024
Palo Alto Networks
2.63%
▲ 5.86%
1
Open
Feb 21, 2024
Ares Capital
6.36%
▲ 15.96%
10
Sell
Feb 15, 2024
IShares Bitcoin Trust Registered
1.13%
▲ 17.75%
1
Open
Feb 15, 2024
Sixth Street Specialty Lending
2.59%
▼ 2.19%
1
Open
Feb 15, 2024
VICI Properties
0.77%
▲ 4.36%
4
Open
Dec 04, 2023
DHL Group
5.06%
▼ 9.08%
10
Sell
Dec 01, 2023
Torm
5.01%
▲ 32.89%
3
Buy
Nov 03, 2023
AT&T
9.66%
▲ 4.80%
7
Buy
Sep 15, 2023
Albemarle
4.52%
▼ 41.63%
3
Buy
Sep 07, 2023
Diamondback
▲ 1.66%
2
Close
Aug 15, 2023
Crescent Capital BDC
4.25%
▲ 31.09%
3
Buy
Aug 15, 2023
ENGIE SA
▲ 14.79%
2
Close
Aug 02, 2023
Paypal Holdings
1.55%
▼ 25.73%
5
Buy
Jul 14, 2023
DraftKings
▲ 10.90%
4
Close
Jul 13, 2023
Advanced Micro Devices
4.83%
▼ 10.32%
12
Open
Jul 13, 2023
Mercadolibre
4.27%
▲ 18.01%
2
Buy
Jul 13, 2023
Microsoft
▲ 6.35%
9
Close
May 05, 2023
Arbor Realty
4.66%
▲ 0.16%
5
Buy
Apr 14, 2023