tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #273,748 out of 793,549 TipRanks' Investors
Success Rate
56%
30 out of 54
profitable transactions
Average Return
8.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.10%
6-Month Return▲ 10.76%
12-Month Return-
YTD Return▼ 1.45%
Total Return▲ 15.27%

Best Trade

Opened at
Closed at-
Gain▲ 166.71%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.16%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.76%
Dec 2024
▲ 5.88%
▲ 2.69%
▼ 0.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.23%
Feb 2025
▲ 5.30%
▼ 4.02%
▲ 8.10%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.62%
▲ 10.00%▼ 0.89%▲ 4.53%
▲ 26.01%▲ 5.96%▲ 7.16%
▲ 5.34%▼ 2.41%▲ 0.76%
▲ 5.88%▲ 2.69%▼ 0.65%
▼ 12.86%▼ 1.27%▼ 8.23%
▲ 5.30%▼ 4.02%▲ 8.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dogecoin
▼ 34.92%
2
Close
Feb 22, 2025
ARM Holdings PLC ADR
▲ 15.37%
2
Close
Feb 21, 2025
Bitcoin
1.62%
▲ 30.83%
5
Buy
Nov 20, 2024
Lockheed Martin
0.07%
▼ 17.47%
1
Open
Oct 29, 2024
HCA Healthcare
0.06%
▼ 6.07%
1
Open
Oct 29, 2024
Waste Management
0.02%
▲ 5.22%
1
Open
Oct 29, 2024
Celsius Holdings
1.32%
▲ 7.44%
3
Buy
Oct 04, 2024
Realty Income
18.41%
▼ 6.89%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.9%
▼ 8.11%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.33%
▲ 5.49%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
1.97%
▼ 10.11%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 12.43%
2
Buy
Sep 26, 2024
NextEra Energy
1.64%
▼ 13.65%
2
Buy
Sep 20, 2024
Microsoft
3.77%
▼ 7.23%
3
Buy
Sep 19, 2024
Alphabet Class C
2.71%
▲ 7.32%
2
Buy
Sep 19, 2024
Costco
1.09%
▲ 3.72%
2
Buy
Sep 19, 2024
Nvidia
27.62%
▲ 2.10%
2
Buy
Sep 11, 2024
TSMC
5.81%
▲ 5.14%
2
Buy
Sep 11, 2024