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New Portfolio Jul 2024 - New Portfolio

PerformancePortfolio Details

Sara

New Portfolio Jul 2024
Individual Investor
Ranked #364,903 out of 859,402 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
17.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.42%
6-Month Return▲ 9.21%
12-Month Return▲ 27.13%
YTD Return▲ 3.47%
Total Return▲ 19.04%

Best Trade

AssetAmerican Ex... (AXP)
Opened at
Closed at-
Gain▲ 34.98%

Bio

omnya4686@icloud.com

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 1.80%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.69%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.28%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.79%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.10%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 1.31%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 1.80%
▲ 10.96%▲ 2.38%▲ 0.69%
▼ 3.68%▲ 0.19%▲ 2.28%
▼ 0.10%▲ 0.08%▲ 1.15%
▲ 4.06%▲ 1.47%▲ 2.79%
▼ 1.12%▼ 0.86%▼ 0.54%
▲ 0.60%▼ 4.94%▼ 0.10%
▲ 13.18%▲ 7.89%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AXP
American Express
6.14%
▲ 34.47%
2
Buy
Aug 22, 2024
BAC
Bank of America
0%
▲ 33.73%
1
Open
Jul 26, 2024
CVX
Chevron
0%
▲ 28.66%
1
Open
Jul 26, 2024
KHC
Kraft Heinz
0%
▼ 25.25%
1
Open
Jul 26, 2024
KO
Coca-Cola
0%
▲ 17.91%
1
Open
Jul 26, 2024
MCO
Moody's
0%
▲ 1.27%
1
Open
Jul 26, 2024
OXY
Occidental Petroleum
0%
▼ 2.69%
1
Open
Jul 26, 2024
USB
US Bancorp
0%
▲ 31.54%
1
Open
Jul 26, 2024