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New Portfolio Aug 2024 - New Portfolio

Chuck Simon

New Portfolio Aug 2024
Individual Investor
Ranked #416,872 out of 796,015 TipRanks' Investors
Success Rate
0%
0 out of 6
profitable transactions
Average Return
-23.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 25.39%
6-Month Return▼ 34.69%
12-Month Return-
YTD Return▼ 23.34%
Total Return▼ 32.63%

Best Trade

Opened at
Closed at-
Gain▼ 1.10%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 2.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.57%
Oct 2024
▲ 25.98%
▲ 5.96%
▼ 5.91%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.60%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 0.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.62%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 19.07%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 2.54%
▲ 10.00%▼ 0.89%▼ 1.57%
▲ 25.98%▲ 5.96%▼ 5.91%
▲ 5.34%▼ 2.41%▼ 5.60%
▲ 5.99%▲ 2.69%▲ 0.96%
▼ 12.86%▼ 1.27%▲ 2.67%
▼ 1.80%▼ 5.57%▼ 8.62%
▼ 6.04%▼ 3.89%▼ 19.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Opko Health
10.84%
▼ 11.11%
3
Buy
Nov 14, 2024
Fathom Holdings
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.26%
▼ 46.88%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
86.76%
▼ 1.10%
1
Open
Aug 24, 2024
Vestis Corporation
2.14%
▼ 43.03%
1
Open
Aug 24, 2024