New Portfolio Aug 2024 - New Portfolio

Daniel 梁

New Portfolio Aug 2024
Individual Investor
Ranked #111,588 out of 757,311 TipRanks' Investors
Success Rate
79%
27 out of 34
profitable transactions
Average Return
3.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return-
12-Month Return-
YTD Return▲ 10.27%
Total Return▲ 10.27%

Best Trade

Opened at
Closed at-
Gain▲ 15.04%

Bio

I'm not US professional stock trader,I'm just a stock lover, I ever earn money 2 by 3 capital one year, but I also bought zm, peleton, cgc, ba, Nike, clean energe etf, still can't let me get more money, and lose 10k usd, and the worse one is. spwr,

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%
▲ 12.14%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 1.66%
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%▲ 12.14%
▲ 1.03%▼ 0.11%▼ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
▲ 2.12%
2
Close
Aug 23, 2024
Federal Agricultural
3.03%
▲ 4.70%
1
Open
Aug 13, 2024
LifeMD
3.03%
▼ 4.90%
1
Open
Aug 13, 2024
Ethereum
3.03%
▼ 5.41%
1
Open
Aug 12, 2024
Bitcoin
3.03%
▲ 6.19%
1
Open
Aug 12, 2024
Apple
3.03%
▲ 1.45%
1
Open
Aug 11, 2024
Tesla
3.03%
▲ 15.04%
1
Open
Aug 11, 2024
AT&T
3.03%
▲ 11.84%
1
Open
Aug 11, 2024
SPDR S&P 500 ETF Trust
3.03%
▲ 5.28%
1
Open
Aug 11, 2024
Invesco QQQ Trust
3.03%
▲ 4.44%
1
Open
Aug 11, 2024
Occidental Petroleum
3.03%
▼ 11.89%
1
Open
Aug 11, 2024
Nvidia
3.03%
▲ 4.00%
1
Open
Aug 11, 2024
Microsoft
3.03%
▲ 6.09%
1
Open
Aug 11, 2024
Altria Group
3.03%
▲ 2.61%
1
Open
Aug 11, 2024
Moody's
3.03%
▲ 5.42%
1
Open
Aug 11, 2024
Coca-Cola
3.03%
▲ 5.97%
1
Open
Aug 11, 2024
Kraft Heinz
3.03%
▲ 4.02%
1
Open
Aug 11, 2024
Intel
3.03%
▲ 7.28%
1
Open
Aug 11, 2024
iShares U.S. Oil Equipment & Services ETF
3.03%
▼ 5.12%
1
Open
Aug 11, 2024
International Business Machines
3.03%
▲ 13.44%
1
Open
Aug 11, 2024