tiprankstipranks

New Portfolio Jul 2024 - New Portfolio

Shawn Myers

New Portfolio Jul 2024
Individual Investor
Ranked #374,167 out of 783,079 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
3.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 3.93%
12-Month Return-
YTD Return▲ 3.68%
Total Return▲ 3.70%

Best Trade

Opened at
Closed at-
Gain▲ 31.45%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.93%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.55%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.90%
Dec 2024
▲ 2.56%
▲ 2.27%
▲ 3.68%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.93%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▼ 1.55%
▲ 9.99%▼ 0.89%▼ 1.09%
▲ 26.04%▲ 5.96%▲ 6.43%
▲ 5.93%▼ 2.41%▼ 5.90%
▲ 2.56%▲ 2.27%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 31.45%
1
Open
Jul 19, 2024
Bank of America
12.5%
▲ 10.51%
1
Open
Jul 19, 2024
Chevron
12.5%
▲ 0.26%
1
Open
Jul 19, 2024
Kraft Heinz
12.5%
▼ 9.63%
1
Open
Jul 19, 2024
Coca-Cola
12.5%
▼ 3.83%
1
Open
Jul 19, 2024
Moody's
12.5%
▲ 11.91%
1
Open
Jul 19, 2024
Occidental Petroleum
12.5%
▼ 21.70%
1
Open
Jul 19, 2024
US Bancorp
12.5%
▲ 10.57%
1
Open
Jul 19, 2024