New Portfolio Jun 2024 - New Portfolio

cheese peh

New Portfolio Jun 2024
Individual Investor
Ranked #296,620 out of 766,394 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
3.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.84%
6-Month Return-
12-Month Return-
YTD Return▲ 3.99%
Total Return▲ 3.99%

Best Trade

Opened at
Closed at-
Gain▲ 24.16%

Bio

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 2.27%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 4.33%
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%
▲ 6.02%▼ 0.89%▼ 2.27%
▲ 22.71%▲ 5.30%▲ 4.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lennar
4.07%
▲ 10.78%
1
Open
Jun 17, 2024
Apple
9.16%
▲ 3.72%
1
Open
Jun 15, 2024
Micron
2.55%
▼ 26.36%
1
Open
Jun 15, 2024
Nvidia
36.36%
▲ 10.91%
1
Open
Jun 15, 2024
SPDR S&P 500 ETF Trust
14.64%
▲ 10.13%
1
Open
Jun 15, 2024
Advanced Micro Devices
1.17%
▼ 6.98%
1
Open
Jun 15, 2024
Microsoft
6.92%
▼ 6.60%
1
Open
Jun 15, 2024
Amazon
1.71%
▲ 12.38%
1
Open
Jun 15, 2024
Consolidated Edison
2.38%
▲ 9.53%
1
Open
Jun 15, 2024
JPMorgan Chase & Co.
3.92%
▲ 24.16%
1
Open
Jun 15, 2024
Qualcomm
2.67%
▼ 23.88%
1
Open
Jun 15, 2024
Vanguard Dividend Appreciation ETF
3.3%
▲ 10.80%
1
Open
Jun 15, 2024
Vanguard Total World Stock ETF
6.9%
▲ 8.37%
1
Open
Jun 15, 2024
Schwab US Dividend Equity ETF
4.25%
▲ 15.39%
1
Open
Jun 15, 2024