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New Portfolio - New Portfolio

Jan F.

New Portfolio
Individual Investor
Ranked #125,129 out of 803,257 TipRanks' Investors
Success Rate
68%
27 out of 40
profitable transactions
Average Return
29.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 8.60%
6-Month Returnâ–¼ 13.12%
12-Month Returnâ–¼ 4.44%
YTD Returnâ–¼ 10.50%
Total Returnâ–² 20.59%

Best Trade

Opened at
Closed at-
Gainâ–² 240.98%

Bio

Future portfolio

Performance

25.97%0-25.97%
â–² 25.97%
â–² 5.96%
â–² 6.93%
Nov 2024
â–² 5.43%
â–¼ 2.41%
â–¼ 6.49%
Dec 2024
â–² 5.99%
â–² 2.69%
â–² 3.94%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–¼ 1.26%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 13.04%
Mar 2025
â–² 1.76%
â–¼ 0.87%
â–¼ 10.83%
Apr 2025
â–² 12.21%
â–² 6.28%
â–² 6.94%
May 2025
â–² 5.72%
â–² 2.32%
â–² 5.17%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
â–² 25.97%â–² 5.96%â–² 6.93%
â–² 5.43%â–¼ 2.41%â–¼ 6.49%
â–² 5.99%â–² 2.69%â–² 3.94%
â–¼ 12.86%â–¼ 1.27%â–¼ 1.26%
â–¼ 1.80%â–¼ 5.57%â–¼ 13.04%
â–² 1.76%â–¼ 0.87%â–¼ 10.83%
â–² 12.21%â–² 6.28%â–² 6.94%
â–² 5.72%â–² 2.32%â–² 5.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CVS Health
2.5%
â–² 49.29%
1
Open
Dec 17, 2024
Atos SE
2.5%
â–¼ 99.52%
1
Open
Nov 28, 2024
Nio
2.5%
â–¼ 14.00%
1
Open
Jun 18, 2024
Snowflake
2.5%
â–² 63.20%
1
Open
Jun 18, 2024
UiPath
2.5%
â–² 17.41%
1
Open
Jun 18, 2024
Medical Properties
2.5%
â–² 40.07%
1
Open
Jan 09, 2024
AMC Entertainment
2.5%
â–¼ 49.77%
1
Open
Nov 30, 2023
Raiffeisen Bank International
2.5%
â–² 126.17%
1
Open
Oct 22, 2023
Bayerische Motoren Werke Aktiengesellschaft
2.5%
â–¼ 10.34%
1
Open
Sep 25, 2023
Coca-Cola
2.5%
â–² 32.82%
1
Open
Sep 24, 2023
International Business Machines
2.5%
â–² 100.26%
1
Open
Sep 24, 2023
AbbVie
2.5%
â–² 30.69%
1
Open
Sep 24, 2023
VICI Properties
2.5%
â–² 18.50%
1
Open
Sep 24, 2023
Visa
2.5%
â–² 60.95%
1
Open
Sep 24, 2023
Salesforce
2.5%
â–² 30.92%
1
Open
Sep 24, 2023
Walt Disney
2.5%
â–² 48.37%
1
Open
Sep 24, 2023
Nvidia
2.5%
â–² 240.98%
1
Open
Sep 20, 2023
Verizon
2.5%
â–² 47.95%
1
Open
Sep 20, 2023
Walgreens Boots Alliance
2.5%
â–¼ 42.45%
1
Open
Sep 20, 2023
ARM Holdings PLC ADR
2.5%
â–² 165.79%
1
Open
Sep 20, 2023