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Working with TipRanks
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New Portfolio - New Portfolio
ShareAnalyse
New PortfolioIndividual Investor
Ranked #313,133 out of 730,435 TipRanks' Investors
Success Rate
10 out of 25
profitable transactions
profitable transactions
Average Return
4.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.92%
6-Month Return▲ 21.91%
12-Month Return▲ 16.98%
YTD Return▲ 2.32%
Total Return▲ 15.59%
Best Trade
Bio
This is a diversified portfolio from our company.
Investment methodology: 1. Shares of companies included in the SP 500 index. 2. Calculation of fair value using the DCF model. 3. Portfolio rebalancing every 3 months or by trigger.
Performance
18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 6.50%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.33%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.65%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.32%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.31%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.23%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.50%
Apr 2024
▼ 4.52%▼ 4.74%▼ 6.50%
▼ 6.45%▼ 2.17%▲ 0.33%
▲ 9.22%▲ 9.13%▲ 8.65%
▲ 5.14%▲ 4.57%▲ 8.32%
▼ 1.87%▲ 1.59%▼ 1.31%
▲ 14.08%▲ 5.22%▲ 2.20%
▲ 5.05%▲ 3.27%▲ 6.23%
▼ 18.13%▼ 3.38%▼ 4.50%