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New Portfolio Aug 2024 - New Portfolio
Chuck Simon
New Portfolio Aug 2024Individual Investor
Ranked #575,628 out of 834,054 TipRanks' Investors
Success Rate
1 out of 6
profitable transactions
profitable transactions
Average Return
-22.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.17%
6-Month Return▲ 7.73%
12-Month Return▼ 23.65%
YTD Return▼ 24.88%
Total Return▼ 33.98%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▼ 11.10%
May 2025
▲ 9.25%
▲ 5.14%
▼ 0.93%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.84%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.19%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 5.37%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.64%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 3.17%
Dec 2025
▲ 11.63%▲ 6.28%▼ 11.10%
▲ 9.25%▲ 5.14%▼ 0.93%
▲ 7.60%▲ 2.30%▼ 0.84%
▲ 2.76%▲ 2.05%▲ 7.19%
▲ 12.88%▲ 3.56%▲ 5.79%
▲ 10.96%▲ 2.38%▼ 5.37%
▼ 3.57%▲ 0.19%▲ 4.64%
▲ 1.55%▲ 1.31%▼ 3.17%
Recent Activity
Opko Health
7.79%
▼ 20.37%
3
Buy
Nov 14, 2024
Fathom Holdings
―
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.22%
▼ 43.70%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
90.54%
▲ 28.68%
1
Open
Aug 24, 2024
Vestis Corporation
1.45%
▼ 51.92%
1
Open
Aug 24, 2024