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Holtmeier Portfolio - New Portfolio

Blake

Holtmeier Portfolio
Individual Investor
Ranked #7,129 out of 728,786 TipRanks' Investors
Success Rate
84%
76 out of 91
profitable transactions
Average Return
28.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.75%
6-Month Return▲ 5.75%
12-Month Return▲ 9.42%
YTD Return▼ 9.90%
Total Return▲ 107.37%

Best Trade

Opened at
Closed at
Gain▲ 243.15%

Bio

...

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 7.35%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.07%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.49%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.75%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 6.85%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.35%
▼ 6.45%▼ 2.17%▼ 6.07%
▲ 9.22%▲ 9.13%▲ 10.49%
▲ 5.14%▲ 4.57%▲ 11.54%
▼ 1.87%▲ 1.59%▼ 4.62%
▲ 14.08%▲ 5.22%▲ 3.22%
▲ 5.05%▲ 3.27%▼ 1.75%
▼ 24.17%▼ 4.31%▼ 6.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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VMware
▲ 26.56%
3
Close
Nov 21, 2023
Broadcom
8.49%
▲ 31.88%
1
Open
Nov 21, 2023
Direxion Daily Mid Cap Bull 3x Shares
1.6%
▼ 7.36%
1
Open
Feb 02, 2023
Direxion Daily Small Cap Bull 3x Shares
1.3%
▼ 16.94%
1
Open
Jan 27, 2023
Mosaic Co
▲ 26.82%
2
Close
Jan 11, 2023
Home Depot
▲ 27.61%
3
Close
Jan 11, 2023
Lululemon Athletica
4.62%
▲ 10.55%
1
Open
Jan 11, 2023
Snowflake
2.97%
▼ 24.19%
1
Open
Aug 25, 2022
Alphabet Class A
20.8%
▲ 33.28%
1
Open
Aug 25, 2022
Progyny
2.58%
▼ 25.31%
1
Open
Aug 25, 2022
BioMarin Pharmaceutical
▲ 14.03%
3
Close
Dec 20, 2021
NXP Semiconductors
▲ 8.19%
2
Close
Dec 20, 2021
Matterport
▲ 28.74%
3
Close
Dec 06, 2021
Smart Global Holdings
▲ 11.86%
2
Close
Dec 06, 2021
Deere
1.59%
▲ 17.38%
1
Open
Dec 03, 2021
Enbridge
▲ 36.32%
3
Close
Dec 03, 2021
Penn National Gaming
▼ 59.12%
2
Close
Dec 03, 2021
Vanguard Russell 2000 ETF
▼ 6.02%
2
Close
Dec 03, 2021
Wells Fargo
▲ 10.32%
2
Close
Dec 03, 2021
Global-e Online
▲ 43.59%
2
Close
Nov 29, 2021