tiprankstipranks

Portfolio 1 - New Portfolio

John Hepesh

Portfolio 1
Individual Investor
Ranked #16,612 out of 730,641 TipRanks' Investors
Success Rate
69%
218 out of 317
profitable transactions
Average Return
40.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.25%
6-Month Return▲ 22.00%
12-Month Return▲ 16.89%
YTD Return▲ 3.67%
Total Return▲ 468.14%

Best Trade

Opened at
Closed at-
Gain▲ 1108.85%

Bio

Sustainable Business Models

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 5.56%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.11%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.32%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.26%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.27%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 3.25%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.56%
▼ 6.45%▼ 2.17%▼ 3.11%
▲ 9.22%▲ 9.13%▲ 10.32%
▲ 5.14%▲ 4.57%▲ 4.93%
▼ 1.87%▲ 1.59%▲ 1.48%
▲ 14.08%▲ 5.22%▲ 3.26%
▲ 5.05%▲ 3.27%▲ 2.27%
▼ 14.47%▼ 2.83%▼ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Seagen
▲ 57.32%
2
Close
Dec 12, 2023
VMware
▲ 13.94%
2
Close
Nov 21, 2023
Activision Blizzard
▲ 26.02%
2
Close
Oct 12, 2023
WK Kellogg Co
0%
▲ 83.93%
1
Open
Oct 02, 2023
Ferrari
0%
▲ 32.70%
1
Open
Jul 31, 2023
Caterpillar
0%
▲ 31.24%
1
Open
Jul 31, 2023
Munich Reinsurance
0%
▲ 25.13%
1
Open
Jul 31, 2023
New Oriental Education Tech
▼ 75.70%
2
Close
May 07, 2023
TAL Education Group
▼ 91.98%
3
Close
May 07, 2023
Berkshire Hathaway B
7.4%
▲ 63.84%
4
Buy
Jan 10, 2023
Coca-Cola
3.79%
▲ 28.68%
2
Buy
Jan 10, 2023
Waste Management
3.87%
▲ 83.72%
2
Buy
Jan 10, 2023
Johnson & Johnson
3.59%
▲ 1.91%
6
Buy
Jan 10, 2023
Abiomed
▲ 18.51%
2
Close
Dec 23, 2022
Aspen Technology
▲ 8.96%
2
Close
Dec 14, 2022
Citrix Systems
▼ 25.60%
2
Close
Sep 26, 2022
Halliburton
0%
▼ 3.58%
1
Open
Apr 19, 2022
Deere
0%
▼ 7.72%
1
Open
Apr 19, 2022
Occidental Petroleum
0%
▲ 14.69%
1
Open
Apr 19, 2022
Mosaic Co
0%
▼ 59.60%
1
Open
Apr 19, 2022