tiprankstipranks

New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #301,914 out of 737,088 TipRanks' Investors
Success Rate
46%
875 out of 1913
profitable transactions
Average Return
9.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.76%
6-Month Return▲ 28.15%
12-Month Return▲ 41.40%
YTD Return▲ 21.15%
Total Return▲ 80.62%

Best Trade

Opened at
Closed at-
Gain▲ 583.15%

Bio

My portfolio is relatively new and is still evolving. It's based upon selecting companies that will be relevant 10+ years from now, innovative leadership, a protective moat, P/E ratios, ongoing daily research and strike point ranges per company.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 1.14%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.71%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.37%
Apr 2024
▲ 10.79%
▲ 5.47%
▲ 7.34%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 1.14%
▲ 9.22%▲ 9.13%▲ 10.71%
▲ 5.14%▲ 4.57%▲ 5.74%
▼ 1.87%▲ 1.59%▲ 5.39%
▲ 14.08%▲ 5.22%▲ 7.31%
▲ 5.05%▲ 3.27%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.37%
▲ 10.79%▲ 5.47%▲ 7.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares MSCI India ETF
0%
▼ 0.46%
1
Open
May 23, 2024
Palantir Technologies
0%
▲ 8.33%
5
Open
May 18, 2024
GigaCloud Technology, Inc. Class A
0%
▼ 6.22%
1
Open
May 18, 2024
MSCI
0%
▼ 1.91%
1
Open
May 17, 2024
Alarum Technologies
0%
▲ 29.50%
1
Open
May 10, 2024
Novavax
0%
▲ 74.72%
1
Open
May 10, 2024
Advanced Micro Devices
10.56%
▲ 37.10%
63
Buy
May 09, 2024
Meta Platforms
5.99%
▼ 0.05%
62
Sell
May 09, 2024
Nvidia
4.83%
▲ 291.07%
42
Buy
May 09, 2024
Apple
3.36%
▲ 33.91%
59
Buy
May 09, 2024
Visa
0.68%
▲ 24.10%
54
Buy
May 09, 2024
Procter & Gamble
9.25%
▲ 28.37%
35
Buy
May 09, 2024
Alphabet Class A
10.21%
▲ 57.15%
63
Buy
May 09, 2024
Walmart
10.38%
▼ 4.35%
76
Buy
May 09, 2024
Eli Lilly & Co
2.73%
▲ 10.33%
29
Buy
May 09, 2024
Uber Technologies
0.66%
▼ 8.16%
20
Buy
May 09, 2024
Okta
1.38%
▲ 3.82%
6
Buy
May 09, 2024
Tesla
0%
▼ 7.80%
14
Sell
May 09, 2024
McDonald's
0%
▼ 0.58%
20
Sell
May 09, 2024
Merck & Company
0%
▲ 3.07%
12
Sell
May 09, 2024