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bar ilan 2 - New Portfolio
eric lozon
bar ilan 2Individual Investor
Ranked #238,677 out of 805,125 TipRanks' Investors
Success Rate
10 out of 17
profitable transactions
profitable transactions
Average Return
38.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.02%
6-Month Return▲ 1.33%
12-Month Return▲ 14.39%
YTD Return▲ 3.98%
Total Return▲ 51.02%
Best Trade
Bio
Cross sector portfolio with emphasis on major tech companies.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.35%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.24%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.46%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.62%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.63%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.71%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.74%
May 2025
▲ 1.86%
▲ 3.25%
▲ 4.04%
Jun 2025
▲ 25.97%▲ 5.96%▲ 5.35%
▲ 5.10%▼ 2.41%▼ 0.24%
▲ 6.03%▲ 2.69%▲ 1.46%
▼ 12.86%▼ 1.27%▼ 1.62%
▼ 1.80%▼ 5.57%▼ 4.63%
▲ 1.83%▼ 0.87%▼ 0.71%
▲ 12.21%▲ 6.28%▲ 5.74%
▲ 1.86%▲ 3.25%▲ 4.04%
Recent Activity
Caterpillar
7.14%
▼ 2.55%
1
Open
Jan 20, 2025
Nvidia
7.14%
▲ 183.25%
3
Sell
Jun 18, 2024
Target
―
▼ 34.22%
2
Close
Jun 02, 2024
Mattel
―
▼ 20.19%
2
Close
Jun 02, 2024
Alphabet Class A
7.14%
▼ 3.12%
1
Open
Jun 02, 2024
Broadcom
7.14%
▲ 102.45%
1
Open
Jun 02, 2024
Berkshire Hathaway B
7.14%
▲ 18.97%
1
Open
Jun 02, 2024
Apple
7.14%
▲ 26.02%
1
Open
Nov 25, 2021
Chevron
7.14%
▲ 40.79%
1
Open
Nov 25, 2021
Netflix
7.14%
▲ 94.31%
1
Open
Nov 25, 2021
UnitedHealth
7.14%
▼ 28.07%
1
Open
Nov 25, 2021
Qualcomm
7.14%
▼ 6.43%
1
Open
Nov 25, 2021
Home Depot
7.14%
▼ 4.01%
1
Open
Nov 25, 2021
Bank of America
7.14%
▲ 7.81%
1
Open
Nov 25, 2021
Microsoft
7.14%
▲ 49.38%
1
Open
Nov 25, 2021
Coca-Cola
7.14%
▲ 41.74%
1
Open
Nov 25, 2021