tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

jim auger

New Portfolio Jun 2024
Individual Investor
Ranked #197,779 out of 769,291 TipRanks' Investors
Success Rate
100%
7 out of 7
profitable transactions
Average Return
14.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.58%
6-Month Return-
12-Month Return-
YTD Return▲ 15.37%
Total Return▲ 15.37%

Best Trade

Opened at
Closed at-
Gain▲ 29.51%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.74%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.55%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 8.72%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 3.24%
▲ 25.72%▲ 1.21%▲ 1.87%
▼ 4.22%▲ 2.34%▼ 0.74%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 5.70%▼ 0.89%▲ 1.55%
▲ 37.60%▲ 4.40%▲ 8.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
31.08%
▲ 4.53%
2
Buy
Jun 25, 2024
Ares Capital
12.78%
▲ 5.76%
1
Open
Jun 02, 2024
EOG Resources
11.42%
▲ 14.87%
1
Open
Jun 02, 2024
Energy Transfer
15.97%
▲ 28.20%
1
Open
Jun 02, 2024
Hess Midstream Partners
12.1%
▲ 11.43%
1
Open
Jun 02, 2024
AT&T
16.64%
▲ 29.51%
1
Open
Jun 02, 2024