New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #310,602 out of 757,311 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
5.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.15%
6-Month Return-
12-Month Return-
YTD Return▲ 4.58%
Total Return▲ 4.58%

Best Trade

Opened at
Closed at-
Gain▲ 28.29%

Bio

Full

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.29%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.40%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.76%▲ 1.21%▲ 5.72%
▼ 4.21%▲ 2.34%▲ 1.61%
▲ 2.65%▼ 0.40%▼ 2.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 12.86%
1
Open
Apr 20, 2024
Bank of America
12.5%
▲ 6.34%
1
Open
Apr 20, 2024
Chevron
12.5%
▼ 9.19%
1
Open
Apr 20, 2024
Kraft Heinz
12.5%
▼ 5.75%
1
Open
Apr 20, 2024
Coca-Cola
12.5%
▲ 20.24%
1
Open
Apr 20, 2024
Moody's
12.5%
▲ 28.29%
1
Open
Apr 20, 2024
Occidental Petroleum
12.5%
▼ 22.15%
1
Open
Apr 20, 2024
US Bancorp
12.5%
▲ 11.44%
1
Open
Apr 20, 2024