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FDN 25 QQQ 20 TLT 40 IAU 15 - New Portfolio

Emir Kefelioglu

FDN 25 QQQ 20 TLT 40 IAU 15
Individual Investor
Ranked #96,697 out of 746,050 TipRanks' Investors
Success Rate
71%
50 out of 70
profitable transactions
Average Return
5.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.54%
6-Month Return▲ 17.83%
12-Month Return▲ 25.18%
YTD Return▲ 17.35%
Total Return▲ 28.26%

Best Trade

Opened at
Closed at
Gain▲ 69.97%

Bio

Performance

26.59%0-26.59%
▲ 5.14%
▲ 4.57%
▲ 6.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.59%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.15%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.87%
Jun 2024
▲ 26.59%
▲ 2.90%
▲ 3.57%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.60%
▼ 1.87%▲ 1.59%▲ 2.38%
▲ 14.08%▲ 5.22%▲ 6.59%
▲ 5.05%▲ 3.27%▲ 0.84%
▼ 12.40%▼ 4.03%▼ 3.89%
▲ 11.46%▲ 5.06%▲ 2.15%
▼ 2.25%▲ 3.53%▲ 4.87%
▲ 26.59%▲ 2.90%▲ 3.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
3.3%
▼ 0.31%
1
Open
Jul 11, 2024
Amazon
13.95%
▲ 6.45%
5
Buy
Jul 05, 2024
Nvidia
4.11%
▲ 15.19%
3
Open
Jun 26, 2024
Micron
1.68%
▲ 9.36%
3
Open
Jun 26, 2024
iShares 20+ Year Treasury Bond ETF
▼ 17.84%
3
Close
Jun 20, 2024
Vanguard S&P 500 ETF
30.42%
▲ 8.39%
11
Buy
Jun 20, 2024
Microsoft
7.56%
▲ 7.94%
5
Buy
Jun 10, 2024
Apple
9.39%
▲ 21.19%
2
Buy
Jun 10, 2024
Vanguard High Dividend Yield Index ETF
1.56%
▲ 2.77%
1
Open
Jun 10, 2024
iShares MSCI USA Quality Factor ETF
2.8%
▲ 3.46%
1
Open
Jun 10, 2024
Take-Two
▲ 12.06%
2
Close
Jun 06, 2024
Wix
▲ 20.97%
3
Close
May 20, 2024
Walmart
▲ 7.88%
3
Close
May 16, 2024
Ardmore Shipping
▲ 26.27%
3
Close
May 08, 2024
BP p.l.c.
▲ 7.86%
2
Close
May 04, 2024
DoubleVerify Holdings
▲ 7.73%
3
Close
Mar 28, 2024
Braze
2.58%
▼ 10.99%
1
Open
Mar 28, 2024
Adobe
0.91%
▲ 10.83%
1
Open
Mar 27, 2024
National Grid
0.04%
▲ 3.93%
2
Buy
Mar 17, 2024
Vale SA
2.95%
▼ 7.61%
2
Buy
Mar 17, 2024