tiprankstipranks

Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #45,519 out of 728,786 TipRanks' Investors
Success Rate
66%
293 out of 445
profitable transactions
Average Return
13.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.67%
6-Month Return▲ 14.02%
12-Month Return▲ 6.77%
YTD Return▲ 0.98%
Total Return▲ 58.36%

Best Trade

Opened at
Closed at-
Gain▲ 164.54%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 4.61%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 0.93%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.16%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 3.78%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.61%
▼ 6.45%▼ 2.17%▼ 0.93%
▲ 9.22%▲ 9.13%▲ 9.16%
▲ 5.14%▲ 4.57%▲ 4.42%
▼ 1.87%▲ 1.59%▲ 0.33%
▲ 14.08%▲ 5.22%▲ 1.14%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 24.17%▼ 4.31%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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3
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1.28%
▼ 2.57%
4
Buy
Apr 15, 2024
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▲ 6.29%
6
Buy
Apr 15, 2024
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1.15%
▼ 1.62%
3
Buy
Apr 15, 2024
Bank of America
2.26%
▲ 6.72%
20
Buy
Apr 02, 2024
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0.26%
▲ 11.26%
8
Buy
Apr 02, 2024
Shin-Etsu Chemical Co
1.49%
▲ 12.42%
5
Buy
Apr 02, 2024
Vale SA
0.14%
▼ 12.37%
6
Buy
Apr 02, 2024
WisdomTree Global Quality Dividend Growth UCITS ETF USD
4.24%
▲ 2.66%
7
Buy
Apr 02, 2024
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0.24%
▼ 3.19%
1
Open
Apr 02, 2024
Oracle
0.13%
▼ 4.96%
1
Open
Mar 27, 2024
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6.37%
▲ 11.68%
9
Buy
Mar 15, 2024
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2.62%
▲ 12.25%
8
Buy
Mar 15, 2024
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0.81%
▲ 15.16%
11
Buy
Mar 15, 2024
Chevron
2.97%
▲ 49.21%
9
Buy
Mar 15, 2024
DHL Group
1.99%
▼ 4.81%
16
Buy
Mar 15, 2024
General Mills
2.53%
▲ 8.80%
18
Buy
Mar 15, 2024
iShares Core MSCI World UCITS ETF
4.19%
▲ 5.29%
7
Buy
Mar 07, 2024
AbbVie
3.11%
▲ 44.27%
11
Buy
Mar 04, 2024
Sumitomo Mitsui
0.38%
▲ 24.51%
3
Buy
Mar 01, 2024