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NewP12.8.24pp4 - New Portfolio

NewP12.8.24pp4
Individual Investor
Ranked #285,621 out of 858,885 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
17.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.56%
6-Month Return▲ 1.03%
12-Month Return▲ 6.85%
YTD Return▲ 2.96%
Total Return▲ 8.10%

Best Trade

Opened at
Closed at-
Gain▲ 51.70%

Bio

pp4

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 3.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.91%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.25%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.57%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.38%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 0.40%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 3.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 3.65%
▲ 10.96%▲ 2.38%▼ 3.91%
▼ 3.68%▲ 0.19%▼ 0.25%
▼ 0.10%▲ 0.08%▼ 2.56%
▲ 4.06%▲ 1.47%▲ 5.57%
▼ 1.12%▼ 0.86%▲ 0.38%
▲ 0.60%▼ 4.94%▲ 0.40%
▲ 4.89%▲ 4.48%▼ 3.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
4.49%
▲ 3.35%
1
Open
Aug 12, 2024
Chevron
46.83%
▲ 40.33%
1
Open
Aug 12, 2024
EOG Resources
33.83%
▲ 11.26%
1
Open
Aug 12, 2024
Energy Transfer
4.77%
▲ 37.93%
1
Open
Aug 12, 2024
Hess Midstream Partners
9.83%
▲ 26.56%
1
Open
Aug 12, 2024
International Business Machines
0%
▲ 26.64%
1
Open
Aug 12, 2024
Altria Group
0%
▲ 51.70%
1
Open
Aug 12, 2024
AT&T
0%
▲ 47.31%
1
Open
Aug 12, 2024
Xerox
0%
▼ 85.86%
1
Open
Aug 12, 2024