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NewP12.8.24pp4 - New Portfolio

NewP12.8.24pp4
Individual Investor
Ranked #171,601 out of 781,066 TipRanks' Investors
Success Rate
100%
9 out of 9
profitable transactions
Average Return
15.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.15%
6-Month Return-
12-Month Return-
YTD Return▲ 6.19%
Total Return▲ 15.82%

Best Trade

Opened at
Closed at-
Gain▲ 32.95%

Bio

pp4

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.60%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.41%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 6.19%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 5.31%
▲ 2.93%▲ 2.10%▲ 0.13%
▲ 10.00%▼ 0.89%▼ 1.60%
▲ 26.04%▲ 5.96%▲ 9.96%
▲ 5.93%▼ 2.41%▼ 4.41%
▲ 9.79%▲ 0.95%▲ 6.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
6.04%
▲ 17.87%
1
Open
Aug 12, 2024
Chevron
42.07%
▲ 13.74%
1
Open
Aug 12, 2024
EOG Resources
35.59%
▲ 7.59%
1
Open
Aug 12, 2024
Energy Transfer
5.29%
▲ 32.95%
1
Open
Aug 12, 2024
Hess Midstream Partners
10.76%
▲ 19.73%
1
Open
Aug 12, 2024
International Business Machines
0%
▲ 18.64%
1
Open
Aug 12, 2024
Altria Group
0%
▲ 7.15%
1
Open
Aug 12, 2024
AT&T
0%
▲ 17.66%
1
Open
Aug 12, 2024
Xerox
0%
▲ 1.37%
1
Open
Aug 12, 2024