tiprankstipranks
New Portfolio Portfolio
CUNew Portfolio
Individual Investor
Ranked #290,716 out of 569,269 TipRanks' Investors
Success Rate
28%
7 out of 25
profitable transactions
Average Return
-18.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.79%
6-Month Return▼ 28.99%
12-Month Return▼ 37.93%
YTD Return▼ 35.44%
Total Return▼ 35.03%

Best Trade

Opened at
Closed at
Gain▲ 10.42%

Bio

This Portfolio combines dividend and growth, with focus on companies I spend my money for or I work with.

Performance

19.66%0-19.66%
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
Oct 2022
TipRanks AverageS&P 500Investor Portfolio
▲ 3.99%▲ 3.76%▲ 5.42%
▼ 19.66%▼ 8.78%▼ 17.39%
▲ 0.43%▲ 0.23%▼ 0.30%
▼ 10.15%▼ 8.25%▼ 5.86%
▲ 12.28%▲ 9.21%▲ 10.25%
▼ 5.22%▼ 4.08%▼ 10.52%
▼ 14.21%▼ 9.24%▼ 5.83%
▲ 1.74%▲ 2.64%▲ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BioNTech SE
22.64%
▼ 20.48%
2
Buy
Feb 03, 2022
Palantir Technologies
11.94%
▼ 36.86%
2
Buy
Feb 03, 2022
Microsoft
19.93%
▼ 19.94%
2
Buy
Feb 03, 2022
Allianz SE Unsponsored ADR
0%
▼ 36.00%
1
Open
Jan 31, 2022
Alphabet Class A
0%
▼ 27.10%
1
Open
Jan 31, 2022
Nike
14.14%
▼ 41.88%
1
Open
Jan 31, 2022
Airbnb
▼ 18.30%
3
Close
Jan 31, 2022
Paypal Holdings
▼ 34.75%
4
Close
Jan 31, 2022
Visa
▲ 10.42%
2
Close
Aug 16, 2021
TotalEnergies
▲ 2.72%
3
Close
May 10, 2021
Gerresheimer
0.00%
3
Close
Apr 20, 2021
Volkswagen AG
7.55%
▼ 48.47%
1
Open
Mar 19, 2021
Deutsche Telekom
▲ 8.79%
3
Close
Mar 19, 2021
Netflix
9.9%
▼ 51.55%
1
Open
Mar 08, 2021
Dropbox
▲ 5.27%
3
Close
Mar 08, 2021
SAP AG
13.9%
▼ 29.86%
1
Open
Feb 25, 2021