tiprankstipranks

New Portfolio Jul 2024 - New Portfolio

46D6AD8D

New Portfolio Jul 2024
Individual Investor
Ranked #366,945 out of 780,819 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
2.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.75%
6-Month Return-
12-Month Return-
YTD Return▲ 2.87%
Total Return▲ 1.99%

Best Trade

Opened at
Closed at-
Gain▲ 23.98%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.05%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.55%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.90%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.87%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.05%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▼ 1.55%
▲ 10.00%▼ 0.89%▼ 1.09%
▲ 26.04%▲ 5.96%▲ 6.43%
▲ 5.93%▼ 2.41%▼ 5.90%
▲ 9.79%▲ 0.95%▲ 2.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 23.98%
1
Open
Jul 30, 2024
Bank of America
12.5%
▲ 14.36%
1
Open
Jul 30, 2024
Chevron
12.5%
▲ 2.03%
1
Open
Jul 30, 2024
Kraft Heinz
12.5%
▼ 13.41%
1
Open
Jul 30, 2024
Coca-Cola
12.5%
▼ 7.39%
1
Open
Jul 30, 2024
Moody's
12.5%
▲ 4.95%
1
Open
Jul 30, 2024
Occidental Petroleum
12.5%
▼ 12.46%
1
Open
Jul 30, 2024
US Bancorp
12.5%
▲ 7.92%
1
Open
Jul 30, 2024