New Portfolio Aug 2024 - New Portfolio

Daniel 梁

New Portfolio Aug 2024
Individual Investor
Ranked #188,812 out of 757,311 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
4.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return-
12-Month Return-
YTD Return▲ 4.61%
Total Return▲ 4.61%

Best Trade

Opened at
Closed at-
Gain▲ 14.70%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.87%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 6.61%
▲ 1.03%▼ 0.11%▼ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Deutsche Bank AG
11.11%
▲ 14.70%
1
Open
Aug 11, 2024
American Express
11.11%
▲ 10.60%
1
Open
Aug 10, 2024
Bank of America
11.11%
▲ 4.48%
1
Open
Aug 10, 2024
Chevron
11.11%
▲ 0.38%
1
Open
Aug 10, 2024
Kraft Heinz
11.11%
▲ 4.02%
1
Open
Aug 10, 2024
Coca-Cola
11.11%
▲ 5.97%
1
Open
Aug 10, 2024
Moody's
11.11%
▲ 5.42%
1
Open
Aug 10, 2024
Occidental Petroleum
11.11%
▼ 11.89%
1
Open
Aug 10, 2024
US Bancorp
11.11%
▲ 8.95%
1
Open
Aug 10, 2024