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NewP12.8.24pp4 - New Portfolio

NewP12.8.24pp4
Individual Investor
Ranked #260,594 out of 857,392 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
21.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.35%
6-Month Return▼ 1.99%
12-Month Return▼ 3.35%
YTD Return▲ 5.42%
Total Return▲ 10.56%

Best Trade

Opened at
Closed at-
Gain▲ 58.46%

Bio

pp4

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 1.93%
Aug 2025
▲ 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%
▼ 2.66%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.57%
Jan 2026
▼ 1.16%
▼ 0.86%
▲ 0.51%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 0.65%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 1.93%
▲ 12.88%▲ 3.56%▼ 3.65%
▲ 10.96%▲ 2.38%▼ 3.91%
▼ 3.68%▲ 0.19%▼ 0.25%
▼ 0.10%▲ 0.08%▼ 2.66%
▲ 4.06%▲ 1.47%▲ 5.57%
▼ 1.16%▼ 0.86%▲ 0.51%
▲ 3.02%▼ 4.20%▼ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
4.32%
▲ 4.43%
1
Open
Aug 12, 2024
Chevron
48.47%
▲ 52.73%
1
Open
Aug 12, 2024
EOG Resources
32.99%
▲ 14.11%
1
Open
Aug 12, 2024
Energy Transfer
4.5%
▲ 36.99%
1
Open
Aug 12, 2024
Hess Midstream Partners
9.47%
▲ 28.28%
1
Open
Aug 12, 2024
International Business Machines
0%
▲ 36.34%
1
Open
Aug 12, 2024
Altria Group
0%
▲ 42.58%
1
Open
Aug 12, 2024
AT&T
0%
▲ 58.46%
1
Open
Aug 12, 2024
Xerox
0%
▼ 84.81%
1
Open
Aug 12, 2024