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Story fund - New Portfolio

Jakub Sojka

Story fund
Individual Investor
Ranked #334,743 out of 730,435 TipRanks' Investors
Success Rate
37%
25 out of 68
profitable transactions
Average Return
-3.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.69%
6-Month Return▲ 15.34%
12-Month Return▲ 14.73%
YTD Return▼ 0.82%
Total Return▲ 1.98%

Best Trade

Opened at
Closed at-
Gain▲ 63.50%

Bio

Dividend and tech long term portfolio

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.43%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.40%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.22%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.66%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.27%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.56%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 2.75%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.43%
▼ 6.45%▼ 2.17%▼ 1.40%
▲ 9.22%▲ 9.13%▲ 6.22%
▲ 5.14%▲ 4.57%▲ 6.66%
▼ 1.87%▲ 1.59%▼ 2.27%
▲ 14.08%▲ 5.22%▲ 6.00%
▲ 5.05%▲ 3.27%▼ 1.56%
▼ 13.70%▼ 3.74%▼ 2.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Amazon
5.2%
▲ 34.93%
2
Buy
Jun 17, 2022
Prosus
▼ 40.01%
2
Close
May 01, 2022
Coca-Cola
▲ 16.93%
4
Close
Apr 18, 2022
Home Depot
▼ 8.19%
3
Close
Apr 18, 2022
Bank of America
▼ 1.54%
3
Close
Apr 18, 2022
JPMorgan Chase & Co.
▼ 17.19%
3
Close
Apr 18, 2022
Berkshire Hathaway B
5.82%
▲ 14.67%
1
Open
Apr 08, 2022
VICI Properties
▼ 7.03%
3
Close
Apr 08, 2022
SoFi Technologies
0.68%
▼ 34.45%
7
Buy
Mar 30, 2022
3M
▼ 22.18%
4
Close
Mar 30, 2022
Store Capital
▼ 15.89%
3
Close
Mar 30, 2022
Taiwan Semiconductor Manufacturing
▼ 14.91%
3
Close
Mar 10, 2022
Tesla
▲ 1.11%
2
Close
Mar 10, 2022
Intel
0.46%
▼ 11.11%
5
Open
Feb 07, 2022
Corsair Gaming
1.8%
▼ 32.44%
5
Buy
Jan 26, 2022
Palantir Technologies
▼ 22.19%
3
Close
Dec 23, 2021
Tencent Holdings
▼ 0.15%
8
Close
Dec 22, 2021
PayPal Holdings
▼ 6.69%
2
Close
Dec 22, 2021
Block
▼ 2.69%
2
Close
Dec 14, 2021
Adobe
▼ 1.44%
2
Close
Dec 13, 2021