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Portfolio 2024 - New Portfolio

Portfolio 2024
Individual Investor
Ranked #351,045 out of 770,613 TipRanks' Investors
Success Rate
100%
2 out of 2
profitable transactions
Average Return
3.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.20%
6-Month Return-
12-Month Return-
YTD Return▲ 4.18%
Total Return▲ 4.18%

Best Trade

Opened at
Closed at-
Gain▲ 6.37%

Bio

Performance

35.03%0-35.03%
▼ 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
▲ 5.70%
▼ 0.89%
▲ 0.08%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 3.61%
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%
▲ 5.70%▼ 0.89%▲ 0.08%
▲ 35.03%▲ 5.08%▲ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Patria Investments
0.02%
▲ 0.69%
1
Open
Jun 11, 2024
SJW
99.98%
▲ 6.37%
1
Open
Jun 11, 2024