tiprankstipranks

New Portfolio - New Portfolio

Bojan Dobras

New Portfolio
Individual Investor
Ranked #451,428 out of 732,075 TipRanks' Investors
Success Rate
56%
10 out of 18
profitable transactions
Average Return
-4.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.27%
6-Month Return▲ 4.93%
12-Month Return▲ 21.93%
YTD Return▲ 1.89%
Total Return▲ 13.59%

Best Trade

Opened at
Closed at
Gain▲ 90.67%

Bio

Long term portfolio

Performance

30.94%0-30.94%
▼ 6.45%
▼ 2.17%
▼ 13.61%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 27.94%
Nov 2023
▲ 5.14%
▲ 4.57%
▼ 5.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 15.69%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 30.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 10.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.40%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 2.48%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 13.61%
▲ 9.22%▲ 9.13%▲ 27.94%
▲ 5.14%▲ 4.57%▼ 5.65%
▼ 1.87%▲ 1.59%▼ 15.69%
▲ 14.08%▲ 5.22%▲ 30.94%
▲ 5.05%▲ 3.27%▼ 10.30%
▼ 12.40%▼ 4.03%▲ 0.40%
▲ 7.64%▲ 1.85%▲ 2.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AT&T
▼ 19.83%
2
Close
Aug 20, 2023
Schwab US Dividend Equity ETF
▲ 3.15%
2
Close
Aug 20, 2023
Apple
▲ 24.55%
2
Close
Aug 20, 2023
Procter & Gamble
▲ 12.05%
2
Close
Aug 20, 2023
Vanguard Utilities ETF
▲ 3.11%
2
Close
Aug 20, 2023
Trade Desk
▲ 3.70%
2
Close
Aug 20, 2023
Exxon Mobil
▲ 90.67%
2
Close
Aug 20, 2023
Invitae
▼ 95.94%
2
Close
Aug 20, 2023
PepsiCo
▲ 18.75%
2
Close
Aug 20, 2023
Fuelcell Energy
▼ 77.05%
2
Close
Aug 20, 2023
Bank of America
▼ 30.55%
2
Close
Aug 20, 2023
Carnival
▼ 34.21%
2
Close
Aug 20, 2023
iShares Core S&P 500 ETF
▲ 3.92%
2
Close
Aug 20, 2023
Vanguard FTSE Europe ETF
▼ 2.31%
2
Close
Aug 20, 2023
Southern Co
▲ 18.21%
2
Close
Aug 20, 2023
Vanguard FTSE Pacific ETF
▼ 11.02%
2
Close
Aug 20, 2023
Palantir Technologies
50%
▲ 37.56%
1
Open
Jan 05, 2022
Tesla
50%
▼ 31.36%
1
Open
Oct 10, 2021