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FY 20427 Equities Trust - New Portfolio

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FY 20427 Equities Trust
Individual Investor
Ranked #59,232 out of 769,291 TipRanks' Investors
Success Rate
67%
49 out of 73
profitable transactions
Average Return
34.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.38%
6-Month Return▲ 9.56%
12-Month Return▲ 25.01%
YTD Return▲ 17.45%
Total Return▲ 26.15%

Best Trade

Opened at
Closed at-
Gain▲ 278.09%

Bio

Long Term Portfolio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.59%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.63%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.58%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.83%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.12%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.59%
▲ 11.46%▲ 5.06%▲ 6.63%
▼ 2.25%▲ 3.53%▼ 4.56%
▲ 25.72%▲ 1.21%▲ 2.06%
▼ 4.22%▲ 2.34%▲ 6.00%
▲ 7.82%▲ 2.10%▲ 2.58%
▲ 5.70%▼ 0.89%▼ 0.83%
▲ 37.60%▲ 4.40%▲ 4.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
▼ 12.00%
2
Close
Aug 12, 2024
Coterra Energy
▼ 7.00%
4
Sell
Aug 08, 2024
Duke Energy
▲ 139.17%
2
Close
Aug 08, 2024
Carrier Global
▲ 246.18%
4
Sell
Aug 08, 2024
Volkswagen AG
▼ 31.21%
2
Close
Aug 08, 2024
Meta Platforms
▲ 11.87%
2
Sell
Aug 08, 2024
CrowdStrike Holdings
5.2%
▼ 1.47%
2
Buy
Aug 07, 2024
Celsius Holdings
▼ 27.77%
3
Sell
Jul 11, 2024
Vale SA
▼ 4.62%
2
Close
Jul 11, 2024
Apple
3.88%
▲ 6.34%
4
Buy
Jul 08, 2024
Vertex Pharmaceuticals
3.46%
▼ 6.15%
1
Buy
Jul 08, 2024
JFrog
▼ 17.96%
2
Sell
May 13, 2024
Illinois Tool Works
▲ 158.38%
3
Close
Apr 30, 2024
Exxon Mobil
▲ 5.87%
2
Close
Apr 30, 2024
TJX Companies
▲ 4.26%
2
Close
Apr 30, 2024
Microsoft
8.63%
▲ 53.64%
2
Sell
Apr 29, 2024
BBB Foods, Inc. Class A
2.43%
▲ 49.07%
2
Buy
Apr 29, 2024
Abbott Laboratories
3.43%
▲ 9.75%
1
Buy
Apr 25, 2024
BlackRock
3.97%
▲ 35.49%
1
Buy
Apr 25, 2024
Kemper
2.86%
▲ 23.05%
1
Buy
Apr 25, 2024