tiprankstipranks

New Portfolio Aug 2024 - New Portfolio

Tia

New Portfolio Aug 2024
Individual Investor
Ranked #360,845 out of 787,214 TipRanks' Investors
Success Rate
64%
7 out of 11
profitable transactions
Average Return
7.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return-
12-Month Return-
YTD Return▲ 2.89%
Total Return▲ 6.63%

Best Trade

Opened at
Closed at-
Gain▲ 27.65%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.56%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.70%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 3.57%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 1.16%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 1.71%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 2.56%
▲ 2.93%▲ 2.10%▼ 0.26%
▲ 9.99%▼ 0.89%▼ 1.53%
▲ 26.04%▲ 5.96%▲ 6.70%
▲ 5.81%▼ 2.41%▼ 3.57%
▲ 4.98%▲ 2.69%▲ 1.16%
▼ 9.03%▲ 1.61%▲ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
9.09%
▲ 8.22%
1
Open
Aug 21, 2024
American Express
9.09%
▲ 27.65%
1
Open
Aug 21, 2024
Bank of America
9.09%
▲ 21.53%
1
Open
Aug 21, 2024
Chevron
9.09%
▲ 9.76%
1
Open
Aug 21, 2024
Kraft Heinz
9.09%
▼ 16.32%
1
Open
Aug 21, 2024
Coca-Cola
9.09%
▼ 0.07%
1
Open
Aug 21, 2024
Moody's
9.09%
▲ 9.47%
1
Open
Aug 21, 2024
Microsoft
9.09%
▼ 3.23%
1
Open
Aug 21, 2024
Occidental Petroleum
9.09%
▼ 12.05%
1
Open
Aug 21, 2024
US Bancorp
9.09%
▲ 12.09%
1
Open
Aug 21, 2024
Amazon
9.09%
▲ 25.84%
1
Open
Aug 21, 2024