tiprankstipranks

New Portfolio - New Portfolio

Jaroslav Zumerling

New Portfolio
Individual Investor
Ranked #136,207 out of 730,199 TipRanks' Investors
Success Rate
52%
15 out of 29
profitable transactions
Average Return
31.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.43%
6-Month Return▲ 27.90%
12-Month Return▲ 29.34%
YTD Return▲ 12.37%
Total Return▲ 25.27%

Best Trade

Opened at
Closed at-
Gain▲ 304.42%

Bio

Only quality companies and holding IT.

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.02%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.33%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.05%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.50%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.11%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.10%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.01%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 3.09%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.02%
▼ 6.45%▼ 2.17%▼ 3.33%
▲ 9.22%▲ 9.13%▲ 10.05%
▲ 5.14%▲ 4.57%▲ 3.50%
▼ 1.87%▲ 1.59%▲ 3.11%
▲ 14.08%▲ 5.22%▲ 7.10%
▲ 5.05%▲ 3.27%▲ 5.01%
▼ 14.09%▼ 3.33%▼ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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FedEx
6.43%
▲ 11.84%
3
Open
Oct 15, 2021
Icahn Enterprises
0.42%
▼ 47.19%
2
Sell
Oct 15, 2021
Philip Morris
2.35%
▲ 5.42%
3
Open
Oct 14, 2021
Vistra Energy
5.23%
▲ 281.26%
1
Open
Oct 13, 2021
Qualcomm
3.97%
▲ 38.48%
1
Open
Oct 13, 2021
AbbVie
▼ 0.04%
2
Close
Oct 13, 2021
Pfizer
▼ 1.03%
2
Close
Oct 13, 2021
Merck & Company
▼ 1.19%
2
Close
Oct 08, 2021
Boeing
▼ 0.04%
2
Close
Oct 08, 2021
Unilever
1.24%
▼ 0.54%
1
Open
Oct 07, 2021
Nvidia
20%
▲ 297.31%
2
Buy
Oct 05, 2021
Meta Platforms
10.57%
▲ 49.90%
2
Buy
Oct 05, 2021
PepsiCo
4.37%
▲ 26.56%
2
Buy
Oct 04, 2021
Continental Aktiengesellschaft
0.00%
2
Close
Oct 04, 2021
Renault SA
0.00%
2
Close
Oct 04, 2021
Apple
4.12%
▲ 23.20%
1
Open
Oct 02, 2021
Realty Income
2.61%
▼ 4.32%
1
Open
Sep 27, 2021
Inogen
0.33%
▼ 84.88%
1
Open
Sep 27, 2021
Intel
1.7%
▼ 32.18%
1
Open
Sep 27, 2021
AT&T
2.03%
▼ 2.57%
1
Open
Sep 27, 2021