HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #123,431 out of 766,001 TipRanks' Investors
Success Rate
68%
57 out of 84
profitable transactions
Average Return
7.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.56%
6-Month Return▲ 10.23%
12-Month Return-
YTD Return▲ 13.67%
Total Return▲ 13.67%

Best Trade

Opened at
Closed at-
Gain▲ 38.26%

Bio

To the Moon!

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.79%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.07%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.22%
▲ 11.46%▲ 5.06%▲ 3.76%
▼ 2.25%▲ 3.53%▼ 0.48%
▲ 25.72%▲ 1.21%▲ 6.79%
▼ 4.22%▲ 2.34%▲ 4.43%
▲ 7.82%▲ 2.10%▲ 0.84%
▲ 6.02%▼ 0.89%▼ 3.90%
▲ 5.59%▲ 5.20%▲ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
4.35%
▲ 11.83%
3
Sell
Nov 05, 2024
Agilent
0.03%
▼ 2.66%
1
Open
Nov 05, 2024
Archer Daniels Midland
0.04%
▲ 0.25%
1
Open
Nov 05, 2024
Bristol-Myers Squibb
0.1%
▼ 3.24%
1
Open
Nov 05, 2024
British American Tobacco
0.08%
▼ 0.20%
1
Open
Nov 05, 2024
Celanese
0.03%
▼ 6.81%
1
Open
Nov 05, 2024
Cigna
0.03%
▲ 0.43%
1
Open
Nov 05, 2024
Conocophillips
0.04%
▲ 2.89%
1
Open
Nov 05, 2024
Coterra Energy
0.06%
▲ 5.40%
1
Open
Nov 05, 2024
Elevance Health
0.04%
▲ 1.16%
1
Open
Nov 05, 2024
EOG Resources
0.04%
▲ 9.84%
1
Open
Nov 05, 2024
Federal Realty
0.03%
▲ 0.55%
1
Open
Nov 05, 2024
Genuine Parts Company
0.05%
▲ 4.98%
1
Open
Nov 05, 2024
Huntington Ingalls
0.01%
▲ 4.87%
1
Open
Nov 05, 2024
Hormel Foods
0.02%
▼ 2.51%
1
Open
Nov 05, 2024
Microchip
0.02%
▼ 2.96%
1
Open
Nov 05, 2024
Mondelez International
0.03%
▼ 4.13%
1
Open
Nov 05, 2024
Medtronic
0.1%
▼ 2.19%
1
Open
Nov 05, 2024
Magna International
0.04%
▲ 1.93%
1
Open
Nov 05, 2024
Altria Group
4.64%
▼ 0.26%
1
Open
Nov 05, 2024