tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #286,273 out of 783,334 TipRanks' Investors
Success Rate
56%
30 out of 54
profitable transactions
Average Return
11.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.27%
6-Month Return-
12-Month Return-
YTD Return▼ 4.27%
Total Return▲ 11.90%

Best Trade

Opened at
Closed at-
Gain▲ 130.52%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.62%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.53%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.70%
Dec 2024
▲ 3.19%
▲ 2.68%
▼ 4.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.62%
▲ 9.99%▼ 0.89%▲ 4.53%
▲ 26.04%▲ 5.96%▲ 7.16%
▲ 5.93%▼ 2.41%▲ 0.70%
▲ 3.19%▲ 2.68%▼ 4.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.8%
▲ 56.71%
5
Buy
Nov 20, 2024
Dogecoin
0.15%
▼ 12.43%
1
Open
Nov 20, 2024
Lockheed Martin
0.07%
▼ 16.38%
1
Open
Oct 29, 2024
HCA Healthcare
0.05%
▼ 8.97%
1
Open
Oct 29, 2024
Waste Management
0.02%
▼ 4.04%
1
Open
Oct 29, 2024
Celsius Holdings
0.9%
▼ 21.93%
3
Buy
Oct 04, 2024
Realty Income
16.42%
▼ 11.85%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.68%
▼ 10.78%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.33%
▲ 11.85%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
1.92%
▼ 7.06%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 12.38%
2
Buy
Sep 26, 2024
NextEra Energy
1.54%
▼ 12.93%
2
Buy
Sep 20, 2024
Microsoft
3.7%
▲ 5.01%
3
Buy
Sep 19, 2024
Alphabet Class C
3.09%
▲ 26.47%
2
Buy
Sep 19, 2024
Costco
1.05%
▲ 7.42%
2
Buy
Sep 19, 2024
Nvidia
28.48%
▲ 11.01%
2
Buy
Sep 11, 2024
TSMC
6.63%
▲ 22.24%
2
Buy
Sep 11, 2024
Broadcom
6.6%
▲ 39.28%
2
Buy
Sep 11, 2024