New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #331,127 out of 748,626 TipRanks' Investors
Success Rate
45%
906 out of 2018
profitable transactions
Average Return
7.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.35%
6-Month Return▲ 12.81%
12-Month Return▲ 34.68%
YTD Return▲ 21.56%
Total Return▲ 81.24%

Best Trade

Opened at
Closed at-
Gain▲ 573.50%

Bio

My portfolio is relatively new and is still evolving. It's based upon selecting companies that will be relevant 10+ years from now, innovative leadership, a protective moat, P/E ratios, ongoing daily research and strike point ranges per company.

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 5.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.13%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 0.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.74%
▼ 1.87%▲ 1.59%▲ 5.40%
▲ 14.08%▲ 5.22%▲ 7.31%
▲ 5.05%▲ 3.27%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 11.46%▲ 5.06%▲ 5.65%
▼ 2.25%▲ 3.53%▲ 1.13%
▲ 24.77%▼ 1.07%▲ 0.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
0.45%
▲ 10.73%
3
Open
Jul 25, 2024
Tenet Healthcare
0.6%
0.00%
1
Open
Jul 25, 2024
Meta Platforms
7.39%
▼ 1.46%
66
Buy
Jul 23, 2024
Amazon
2.9%
▲ 6.73%
71
Buy
Jul 23, 2024
Chevron
1.5%
▲ 15.67%
21
Buy
Jul 23, 2024
SPDR Gold Shares
0.88%
▲ 2.91%
12
Open
Jul 23, 2024
Merck & Company
2.19%
▲ 1.97%
15
Buy
Jul 23, 2024
Broadcom
0%
▲ 35.19%
13
Sell
Jul 23, 2024
CrowdStrike Holdings
1.42%
▲ 3.51%
14
Buy
Jul 23, 2024
Palo Alto Networks
2.07%
▲ 4.54%
14
Buy
Jul 23, 2024
Barrick Gold
0%
▼ 2.83%
5
Open
Jul 23, 2024
Applied Materials
0%
▼ 7.39%
15
Sell
Jul 23, 2024
ChargePoint Holdings
0%
▼ 4.09%
3
Open
Jul 23, 2024
ARM Holdings PLC ADR
1.42%
▲ 26.43%
5
Sell
Jul 23, 2024
Coinbase Global
1.16%
▼ 3.18%
3
Buy
Jul 23, 2024
Hims & Hers Health
0%
▲ 4.97%
5
Sell
Jul 23, 2024
Baker Hughes Company
0%
▼ 1.17%
3
Sell
Jul 23, 2024
Grayscale Ethereum Trust (ETH)
0.37%
▼ 10.53%
2
Buy
Jul 23, 2024
Planet Labs PBC
0%
▲ 1.70%
1
Open
Jul 23, 2024
Nvidia
8.16%
▲ 232.11%
51
Sell
Jul 22, 2024