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New Portfolio - New Portfolio

Zoltán Marczell

New Portfolio
Individual Investor
Ranked #18,660 out of 798,015 TipRanks' Investors
Success Rate
69%
92 out of 134
profitable transactions
Average Return
47.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.69%
6-Month Return▼ 0.46%
12-Month Return▲ 10.00%
YTD Return▼ 1.18%
Total Return▲ 19.69%

Best Trade

Opened at
Closed at-
Gain▲ 744.24%

Bio

Long-term portfolio 5 years outlook for companies growing steadily which are already market leaders but have a nieche over the market.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.31%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.13%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.43%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 5.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.58%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.55%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 2.13%
Apr 2025
▼ 0.11%
▲ 2.20%
▲ 3.71%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 3.31%
▲ 25.97%▲ 5.96%▲ 5.13%
▲ 5.39%▼ 2.41%▼ 1.43%
▲ 6.00%▲ 2.69%▲ 5.93%
▼ 12.86%▼ 1.27%▼ 0.58%
▼ 1.80%▼ 5.57%▼ 7.55%
▲ 1.74%▼ 0.87%▼ 2.13%
▼ 0.11%▲ 2.20%▲ 3.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kering
0.74%
▼ 45.21%
3
Buy
Dec 23, 2024
Porsche Automobil Holding
0.95%
▼ 8.89%
2
Buy
Dec 23, 2024
Novo Nordisk
0.83%
▼ 21.19%
1
Open
Dec 23, 2024
Brown-Forman B
0.79%
▼ 13.80%
1
Open
Dec 23, 2024
L'Oreal
1.22%
▲ 25.85%
1
Open
Dec 23, 2024
Monster Beverage
1.12%
▲ 17.45%
1
Open
Dec 23, 2024
Lululemon Athletica
7.06%
▼ 27.36%
1
Open
Dec 23, 2024
Cognex
0.77%
▼ 22.38%
1
Open
Dec 23, 2024
Zoetis
0.95%
▼ 3.17%
1
Open
Dec 23, 2024
Marriott International
0.91%
▼ 12.62%
1
Open
Dec 23, 2024
Constellation Software
1.17%
▲ 16.14%
1
Open
Dec 23, 2024
Accenture
0.85%
▼ 13.44%
1
Open
Dec 23, 2024
Paychex
0.96%
▲ 7.96%
1
Open
Dec 23, 2024
Integrity Dividend Summit Fund - Class A
0%
▼ 3.61%
1
Open
Dec 23, 2024
Automatic Data Processing
0.91%
▲ 3.89%
1
Open
Dec 23, 2024
Waters
0.88%
▼ 5.78%
1
Open
Dec 23, 2024
Veeva Systems
10.37%
▲ 5.38%
1
Open
Dec 23, 2024
Stryker
0.97%
▲ 4.54%
1
Open
Dec 23, 2024
S&P Global
0.96%
▲ 1.72%
1
Open
Dec 23, 2024
Apple
0.73%
▼ 22.00%
1
Open
Dec 23, 2024