tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #241,043 out of 770,014 TipRanks' Investors
Success Rate
61%
33 out of 54
profitable transactions
Average Return
8.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return-
12-Month Return-
YTD Return▲ 21.20%
Total Return▲ 21.20%

Best Trade

Opened at
Closed at-
Gain▲ 86.85%

Bio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.47%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 5.06%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.38%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 9.47%
▲ 5.70%▼ 0.89%▲ 5.06%
▲ 31.73%▲ 4.73%▲ 5.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.61%
▲ 43.24%
5
Buy
Nov 20, 2024
Dogecoin
0.18%
▲ 5.74%
1
Open
Nov 20, 2024
Lockheed Martin
0.08%
▼ 4.56%
1
Open
Oct 29, 2024
HCA Healthcare
0.05%
▼ 9.72%
1
Open
Oct 29, 2024
Waste Management
0.02%
▲ 2.98%
1
Open
Oct 29, 2024
Celsius Holdings
0.98%
▼ 8.41%
3
Buy
Oct 04, 2024
Realty Income
17.35%
▼ 7.21%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.54%
▼ 16.23%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.29%
▲ 8.67%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
2.12%
▲ 4.12%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 7.67%
2
Buy
Sep 26, 2024
NextEra Energy
1.66%
▼ 5.87%
2
Buy
Sep 20, 2024
Microsoft
3.77%
▼ 0.57%
3
Buy
Sep 19, 2024
Alphabet Class C
2.59%
▲ 8.55%
2
Buy
Sep 19, 2024
Costco
1.04%
▲ 7.07%
2
Buy
Sep 19, 2024
Nvidia
31.27%
▲ 22.06%
2
Buy
Sep 11, 2024
Taiwan Semiconductor Manufacturing
5.86%
▲ 11.54%
2
Buy
Sep 11, 2024
Broadcom
5.01%
▲ 10.95%
2
Buy
Sep 11, 2024