New Portfolio Aug 2024 - New Portfolio
Chuck Simon
New Portfolio Aug 2024Individual Investor
Ranked #569,198 out of 858,896 TipRanks' Investors
Success Rate
1 out of 6
profitable transactions
profitable transactions
Average Return
-19.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.72%
6-Month Return▲ 17.10%
12-Month Return▲ 17.35%
YTD Return▲ 21.35%
Total Return▼ 20.39%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 5.37%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.77%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.20%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 11.88%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.25%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.48%
Apr 2026
▲ 12.88%▲ 3.56%▲ 5.79%
▲ 10.96%▲ 2.38%▼ 5.37%
▼ 3.68%▲ 0.19%▲ 4.64%
▼ 0.10%▲ 0.08%▼ 3.77%
▲ 4.06%▲ 1.47%▲ 8.20%
▼ 1.12%▼ 0.86%▲ 11.88%
▲ 0.60%▼ 4.94%▼ 0.25%
▲ 4.89%▲ 4.48%▲ 0.48%
Recent Activity
Opko Health
7.75%
▼ 28.40%
3
Buy
Nov 14, 2024
Fathom Holdings
―
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.38%
▼ 12.34%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
89.75%
▲ 15.27%
1
Open
Aug 24, 2024
Vestis Corporation
2.12%
▼ 36.43%
1
Open
Aug 24, 2024