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Modest Money - New Portfolio
Modest Money
Individual Investor
Ranked #177,288 out of 781,066 TipRanks' Investors
Success Rate
9 out of 9
profitable transactions
profitable transactions
Average Return
12.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.66%
6-Month Return▲ 9.77%
12-Month Return-
YTD Return▲ 1.32%
Total Return▲ 15.38%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.56%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 11.24%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.77%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.18%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.32%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%▲ 5.56%
▼ 13.14%▲ 2.34%▼ 11.24%
▲ 2.93%▲ 2.10%▲ 6.77%
▲ 10.00%▼ 0.89%▲ 7.15%
▲ 26.04%▲ 5.96%▲ 13.24%
▲ 5.93%▼ 2.41%▼ 6.18%
▲ 9.79%▲ 0.95%▲ 1.32%
Recent Activity
Alibaba
12.69%
▲ 11.39%
2
Buy
Jul 24, 2024
Ethereum
0%
▲ 11.48%
1
Open
Jul 12, 2024
Apple
17.14%
▲ 1.29%
1
Open
Jul 11, 2024
Chevron
6.02%
▲ 6.24%
1
Open
Jul 11, 2024
Energy Transfer
3.02%
▲ 29.30%
1
Open
Jul 11, 2024
SPDR Gold Shares
0%
▲ 11.66%
1
Open
Jul 11, 2024
SPDR S&P 500 ETF Trust
44.53%
▲ 8.08%
1
Open
Jul 11, 2024
AT&T
16.61%
▲ 21.22%
1
Open
Jul 11, 2024