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Blue Portfolio - New Portfolio

Frank Blau

Blue Portfolio
Individual Investor
Ranked #26,068 out of 735,043 TipRanks' Investors
Success Rate
74%
341 out of 459
profitable transactions
Average Return
18.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.61%
6-Month Return▲ 15.56%
12-Month Return▲ 17.01%
YTD Return▲ 7.79%
Total Return▲ 69.09%

Best Trade

Opened at
Closed at-
Gain▲ 199.52%

Bio

My small Investor Portfolio, focused on growth and dividend

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.02%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.17%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.69%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 4.46%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.02%
▲ 9.22%▲ 9.13%▲ 9.17%
▲ 5.14%▲ 4.57%▲ 4.42%
▼ 1.87%▲ 1.59%▲ 0.33%
▲ 14.08%▲ 5.22%▲ 1.14%
▲ 5.05%▲ 3.27%▲ 3.43%
▼ 12.40%▼ 4.03%▼ 1.69%
▲ 11.18%▲ 5.47%▲ 4.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Colgate-Palmolive
0.95%
▲ 24.39%
10
Buy
May 15, 2024
DHL Group
1.98%
▲ 4.88%
17
Buy
May 15, 2024
Koninklijke Ahold Delhaize
1.19%
▲ 7.21%
4
Buy
May 15, 2024
Vanguard S&P 500 UCITS ETF
6.18%
▲ 7.66%
8
Buy
May 07, 2024
WisdomTree Global Quality Dividend Growth UCITS ETF USD
5.25%
▲ 8.01%
9
Buy
May 04, 2024
Merck & Company
2.51%
▲ 52.02%
12
Buy
May 02, 2024
Sumitomo Mitsui
0.4%
▲ 32.79%
4
Buy
May 02, 2024
Bank of America
2.3%
▲ 18.43%
21
Buy
May 02, 2024
Itochu
0.33%
▲ 13.40%
6
Buy
May 02, 2024
Petroleo Brasileiro SA
0.24%
▲ 9.07%
9
Buy
May 02, 2024
Vale SA
0.17%
▼ 2.84%
7
Buy
May 02, 2024
Vanguard FTSE Japan UCITS ETF
0.33%
▲ 8.23%
6
Buy
May 02, 2024
Allianz SE Unsponsored ADR
0.2%
▲ 17.70%
3
Buy
Apr 15, 2024
Cisco Systems
1.17%
▼ 1.79%
4
Buy
Apr 15, 2024
Shin-Etsu Chemical Co
1.28%
▲ 3.56%
5
Buy
Apr 02, 2024
American Express
0.24%
▲ 8.00%
1
Open
Apr 02, 2024
Oracle
0.12%
▼ 1.09%
1
Open
Mar 27, 2024
Union Pacific
6.17%
▲ 19.35%
9
Buy
Mar 15, 2024
Procter & Gamble
2.54%
▲ 20.66%
8
Buy
Mar 15, 2024
Rio Tinto
0.82%
▲ 26.94%
11
Buy
Mar 15, 2024