New Portfolio Sep 2024 - New Portfolio
New Portfolio Sep 2024
Individual Investor
Ranked #90,330 out of 859,614 TipRanks' Investors
Success Rate
43 out of 55
profitable transactions
profitable transactions
Average Return
34.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.19%
6-Month Return▼ 7.48%
12-Month Return▲ 35.78%
YTD Return▼ 12.97%
Total Return▲ 50.39%
Best Trade
Bio
Performance
14.15%0-14.15%
▲ 12.88%
▲ 3.56%
▲ 8.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.41%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 6.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.84%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.79%
Mar 2026
▲ 14.15%
▲ 9.20%
▲ 4.67%
Apr 2026
▲ 12.88%▲ 3.56%▲ 8.70%
▲ 10.96%▲ 2.38%▲ 9.83%
▼ 3.68%▲ 0.19%▼ 2.04%
▼ 0.10%▲ 0.08%▲ 4.41%
▲ 4.06%▲ 1.47%▼ 6.25%
▼ 1.12%▼ 0.86%▼ 4.84%
▲ 0.60%▼ 4.94%▼ 6.79%
▲ 14.15%▲ 9.20%▲ 4.67%
Recent Activity
AbbVie
6.7%
▲ 9.90%
2
Buy
Jul 13, 2025
Apple
―
▼ 8.47%
2
Close
Jun 23, 2025
Palo Alto Networks
―
▲ 18.19%
2
Close
Jun 23, 2025
Celsius Holdings
―
▲ 10.18%
4
Close
May 07, 2025
Mastercard
―
▲ 16.15%
3
Close
May 07, 2025
HCA Healthcare
―
▲ 0.52%
2
Close
May 07, 2025
Dogecoin
―
▼ 34.92%
2
Close
Feb 22, 2025
ARM Holdings PLC ADR
―
▲ 15.37%
2
Close
Feb 21, 2025
Bitcoin
0.99%
▲ 14.09%
5
Buy
Nov 20, 2024
Lockheed Martin
0.07%
▲ 10.71%
1
Open
Oct 29, 2024
Waste Management
0.01%
▲ 4.60%
1
Open
Oct 29, 2024
Realty Income
15.07%
▲ 13.44%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.35%
▲ 3.00%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.64%
▲ 31.27%
2
Buy
Oct 03, 2024
Super Micro Computer
―
▼ 2.89%
3
Close
Sep 27, 2024
Visa
―
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
0.86%
▼ 42.31%
3
Buy
Sep 26, 2024
NextEra Energy
1.54%
▲ 17.32%
2
Buy
Sep 20, 2024
Microsoft
2.74%
▼ 0.01%
3
Buy
Sep 19, 2024
Alphabet Class C
3.93%
▲ 116.11%
2
Buy
Sep 19, 2024