Portfolio 2024 - New Portfolio

Portfolio 2024
Individual Investor
Ranked #402,489 out of 766,026 TipRanks' Investors
Success Rate
50%
1 out of 2
profitable transactions
Average Return
2.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.08%
6-Month Return-
12-Month Return-
YTD Return▼ 1.54%
Total Return▼ 1.54%

Best Trade

Opened at
Closed at-
Gain▲ 7.63%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.52%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 9.97%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 6.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.19%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.60%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.72%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 0.52%
▲ 25.72%▲ 1.21%▲ 9.97%
▼ 4.22%▲ 2.34%▼ 6.10%
▲ 7.82%▲ 2.10%▼ 2.19%
▲ 6.02%▼ 0.89%▼ 4.60%
▲ 5.59%▲ 5.20%▲ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Patria Investments
0.02%
▼ 2.10%
1
Open
Jun 11, 2024
SJW
99.98%
▲ 7.63%
1
Open
Jun 11, 2024