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New Portfolio Jul 2024 - New Portfolio

PerformancePortfolio Details

46D6AD8D

New Portfolio Jul 2024
Individual Investor
Ranked #427,544 out of 858,885 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
13.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.21%
6-Month Return▲ 12.21%
12-Month Return▲ 28.03%
YTD Return▲ 4.93%
Total Return▲ 15.45%

Best Trade

AssetBank of Ame... (BAC)
Opened at
Closed at-
Gain▲ 32.55%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 2.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.32%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.40%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.12%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.73%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.97%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.11%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.07%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 2.07%
▲ 10.96%▲ 2.38%▼ 0.32%
▼ 3.68%▲ 0.19%▲ 2.40%
▼ 0.10%▲ 0.08%▲ 1.12%
▲ 4.06%▲ 1.47%▲ 3.73%
▼ 1.12%▼ 0.86%▲ 0.97%
▲ 0.60%▼ 4.94%▲ 0.11%
▲ 4.89%▲ 4.48%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AXP
American Express
12.5%
▲ 26.51%
1
Open
Jul 30, 2024
BAC
Bank of America
12.5%
▲ 32.55%
1
Open
Jul 30, 2024
CVX
Chevron
12.5%
▲ 27.53%
1
Open
Jul 30, 2024
KHC
Kraft Heinz
12.5%
▼ 24.78%
1
Open
Jul 30, 2024
KO
Coca-Cola
12.5%
▲ 20.37%
1
Open
Jul 30, 2024
MCO
Moody's
12.5%
▼ 5.44%
1
Open
Jul 30, 2024
OXY
Occidental Petroleum
12.5%
▼ 0.36%
1
Open
Jul 30, 2024
USB
US Bancorp
12.5%
▲ 31.94%
1
Open
Jul 30, 2024