tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

cheese peh

New Portfolio Jun 2024
Individual Investor
Ranked #304,448 out of 769,603 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
2.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.05%
6-Month Return-
12-Month Return-
YTD Return▲ 2.47%
Total Return▲ 2.47%

Best Trade

Opened at
Closed at-
Gain▲ 28.97%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.56%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.27%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 2.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 1.66%
▲ 25.72%▲ 1.21%▲ 0.08%
▼ 4.22%▲ 2.34%▲ 1.04%
▲ 7.82%▲ 2.10%▲ 2.56%
▲ 5.70%▼ 0.89%▼ 2.27%
▲ 37.60%▲ 4.40%▲ 2.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lennar
4.21%
▲ 8.77%
1
Open
Jun 17, 2024
Apple
9.53%
▲ 6.33%
1
Open
Jun 15, 2024
Micron
2.55%
▼ 30.43%
1
Open
Jun 15, 2024
Nvidia
35.3%
▲ 8.39%
1
Open
Jun 15, 2024
SPDR S&P 500 ETF Trust
14.81%
▲ 9.53%
1
Open
Jun 15, 2024
Advanced Micro Devices
1.15%
▼ 12.66%
1
Open
Jun 15, 2024
Microsoft
6.91%
▼ 6.64%
1
Open
Jun 15, 2024
Amazon
1.63%
▲ 7.10%
1
Open
Jun 15, 2024
Consolidated Edison
2.45%
▲ 10.34%
1
Open
Jun 15, 2024
JPMorgan Chase & Co.
4.12%
▲ 28.97%
1
Open
Jun 15, 2024
Qualcomm
2.6%
▼ 29.08%
1
Open
Jun 15, 2024
Vanguard Dividend Appreciation ETF
3.36%
▲ 10.63%
1
Open
Jun 15, 2024
Vanguard Total World Stock ETF
7%
▲ 7.51%
1
Open
Jun 15, 2024
Schwab US Dividend Equity ETF
4.38%
▲ 16.15%
1
Open
Jun 15, 2024