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MW 1st Portfolio - New Portfolio

Michal Weis

MW 1st Portfolio
Individual Investor
Ranked #379,745 out of 803,748 TipRanks' Investors
Success Rate
52%
27 out of 52
profitable transactions
Average Return
4.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Returnâ–² 6.29%
6-Month Returnâ–¼ 5.10%
12-Month Returnâ–² 4.46%
YTD Returnâ–¼ 0.31%
Total Returnâ–² 44.08%

Best Trade

Opened at
Closed at
Gainâ–² 118.69%

Bio

My new research field thanks to Covid-19

Performance

25.97%0-25.97%
â–² 25.97%
â–² 5.96%
â–² 3.63%
Nov 2024
â–² 5.10%
â–¼ 2.41%
â–² 1.30%
Dec 2024
â–² 6.03%
â–² 2.69%
â–² 0.56%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–¼ 7.67%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–² 2.31%
Mar 2025
â–² 1.83%
â–¼ 0.87%
â–¼ 1.94%
Apr 2025
â–² 12.21%
â–² 6.28%
â–² 1.86%
May 2025
â–² 3.57%
â–² 1.29%
â–² 5.05%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
â–² 25.97%â–² 5.96%â–² 3.63%
â–² 5.10%â–¼ 2.41%â–² 1.30%
â–² 6.03%â–² 2.69%â–² 0.56%
â–¼ 12.86%â–¼ 1.27%â–¼ 7.67%
â–¼ 1.80%â–¼ 5.57%â–² 2.31%
â–² 1.83%â–¼ 0.87%â–¼ 1.94%
â–² 12.21%â–² 6.28%â–² 1.86%
â–² 3.57%â–² 1.29%â–² 5.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
―
â–² 118.69%
2
Close
Jun 08, 2025
Vanguard S&P 500 ETF
29.4%
â–² 24.41%
7
Buy
Jun 04, 2025
Schwab US Dividend Equity ETF
2.88%
â–¼ 0.59%
3
Buy
Jun 04, 2025
Invesco NASDAQ 100 ETF
23.24%
â–¼ 0.08%
1
Open
Jun 03, 2025
Pfizer
1.58%
â–¼ 43.88%
4
Sell
Dec 22, 2024
Merck & Company
4.38%
â–¼ 8.32%
7
Sell
Dec 22, 2024
Chevron
7.82%
â–² 11.15%
5
Sell
Dec 22, 2024
PayPal Holdings
3.79%
â–¼ 16.23%
5
Sell
Dec 22, 2024
Nio
0.53%
â–¼ 59.11%
4
Sell
Dec 22, 2024
Alphabet Class A
9.36%
â–² 47.20%
4
Sell
Dec 22, 2024
Marvell
2.16%
â–¼ 4.19%
2
Sell
Dec 22, 2024
Utilities Select Sector SPDR Fund
4.36%
â–² 5.51%
2
Sell
Dec 22, 2024
Amazon
4.54%
â–² 6.32%
2
Sell
Dec 22, 2024
Coca-Cola
0.76%
â–² 13.93%
3
Open
Nov 09, 2024
Conocophillips
5.19%
â–² 13.84%
4
Buy
Nov 05, 2024
Advanced Micro Devices
―
â–² 36.12%
2
Close
Nov 05, 2024
PepsiCo
―
â–¼ 0.09%
2
Close
Nov 05, 2024
Viatris
―
â–² 5.09%
5
Close
Feb 10, 2024
Organon
―
â–¼ 25.80%
4
Close
Aug 26, 2023
International Flavors & Fragrances
―
â–¼ 31.81%
3
Close
Aug 26, 2023