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New Portfolio Aug 2024 - New Portfolio

PerformancePortfolio Details

Tia

New Portfolio Aug 2024
Individual Investor
Ranked #360,357 out of 859,217 TipRanks' Investors
Success Rate
73%
8 out of 11
profitable transactions
Average Return
16.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.15%
6-Month Return▲ 6.74%
12-Month Return▲ 25.23%
YTD Return▲ 1.45%
Total Return▲ 17.22%

Best Trade

AssetBank of Ame... (BAC)
Opened at
Closed at-
Gain▲ 43.38%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.31%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.37%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.63%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.15%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.23%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.25%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.79%
▲ 10.96%▲ 2.38%▲ 1.38%
▼ 3.68%▲ 0.19%▲ 1.31%
▼ 0.10%▲ 0.08%▲ 0.37%
▲ 4.06%▲ 1.47%▲ 1.63%
▼ 1.12%▼ 0.86%▼ 1.15%
▲ 0.60%▼ 4.94%▼ 1.23%
▲ 10.48%▲ 6.78%▲ 2.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
9.09%
▲ 15.08%
1
Open
Aug 21, 2024
AXP
American Express
9.09%
▲ 35.25%
1
Open
Aug 21, 2024
BAC
Bank of America
9.09%
▲ 43.38%
1
Open
Aug 21, 2024
CVX
Chevron
9.09%
▲ 37.37%
1
Open
Aug 21, 2024
KHC
Kraft Heinz
9.09%
▼ 31.13%
1
Open
Aug 21, 2024
KO
Coca-Cola
9.09%
▲ 14.73%
1
Open
Aug 21, 2024
MCO
Moody's
9.09%
▼ 6.80%
1
Open
Aug 21, 2024
MSFT
Microsoft
9.09%
▼ 6.45%
1
Open
Aug 21, 2024
OXY
Occidental Petroleum
9.09%
▲ 2.41%
1
Open
Aug 21, 2024
USB
US Bancorp
9.09%
▲ 38.34%
1
Open
Aug 21, 2024
AMZN
Amazon
9.09%
▲ 38.26%
1
Open
Aug 21, 2024