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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #451,105 out of 798,773 TipRanks' Investors
Success Rate
47%
23 out of 49
profitable transactions
Average Return
-0.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.44%
6-Month Return▼ 12.64%
12-Month Return▼ 4.79%
YTD Return▼ 10.66%
Total Return▲ 29.12%

Best Trade

Opened at
Closed at-
Gain▲ 104.86%

Bio

My new research field thanks to Covid-19

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 2.59%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.63%
Nov 2024
▲ 5.40%
▼ 2.41%
▲ 1.30%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 0.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.31%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.31%
Apr 2025
▼ 0.59%
▲ 1.90%
▼ 3.73%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 2.59%
▲ 25.97%▲ 5.96%▲ 3.63%
▲ 5.40%▼ 2.41%▲ 1.30%
▲ 6.01%▲ 2.69%▲ 0.56%
▼ 12.86%▼ 1.27%▼ 7.67%
▼ 1.80%▼ 5.57%▲ 2.31%
▲ 1.74%▼ 0.87%▼ 2.31%
▼ 0.59%▲ 1.90%▼ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
2.72%
▼ 49.05%
4
Sell
Dec 22, 2024
Merck & Company
7.72%
▼ 14.76%
7
Sell
Dec 22, 2024
Chevron
14.08%
▲ 4.23%
5
Sell
Dec 22, 2024
PayPal Holdings
7.14%
▼ 16.91%
5
Sell
Dec 22, 2024
Nio
1.13%
▼ 53.76%
4
Sell
Dec 22, 2024
Alphabet Class A
15.53%
▲ 28.57%
4
Sell
Dec 22, 2024
Vanguard S&P 500 ETF
21.09%
▲ 22.16%
6
Sell
Dec 22, 2024
Marvell
3.64%
▼ 14.94%
2
Sell
Dec 22, 2024
Utilities Select Sector SPDR Fund
8.16%
▲ 3.98%
2
Sell
Dec 22, 2024
Amazon
7.85%
▼ 3.23%
2
Sell
Dec 22, 2024
Schwab US Dividend Equity ETF
0.52%
▼ 7.71%
2
Sell
Dec 22, 2024
Coca-Cola
1.43%
▲ 13.13%
3
Open
Nov 09, 2024
Conocophillips
9%
▲ 3.13%
4
Buy
Nov 05, 2024
Advanced Micro Devices
▲ 36.12%
2
Close
Nov 05, 2024
PepsiCo
▼ 0.09%
2
Close
Nov 05, 2024
Bitcoin
0%
▲ 104.86%
1
Open
Feb 11, 2024
Viatris
▲ 5.10%
5
Close
Feb 10, 2024
Organon
▼ 25.80%
4
Close
Aug 26, 2023
International Flavors & Fragrances
▼ 31.81%
3
Close
Aug 26, 2023
SoFi Technologies
▲ 33.31%
4
Close
Jul 08, 2023