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New Portfolio Sep 2024 - New Portfolio
New Portfolio Sep 2024
Individual Investor
Ranked #123,914 out of 832,409 TipRanks' Investors
Success Rate
38 out of 55
profitable transactions
profitable transactions
Average Return
34.20%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.03%
6-Month Return▲ 27.86%
12-Month Return▲ 31.98%
YTD Return▲ 41.47%
Total Return▲ 65.46%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.63%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.07%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.83%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.13%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.07%
Dec 2025
▲ 11.63%▲ 6.28%▲ 5.63%
▲ 9.25%▲ 5.14%▲ 4.13%
▲ 7.60%▲ 2.30%▲ 6.07%
▲ 2.76%▲ 2.05%▲ 2.89%
▲ 12.88%▲ 3.56%▲ 8.70%
▲ 10.96%▲ 2.38%▲ 9.83%
▼ 3.44%▲ 0.19%▼ 2.13%
▼ 0.68%▼ 0.24%▲ 0.07%
Recent Activity
AbbVie
7.57%
▲ 18.54%
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
1.27%
▲ 34.31%
5
Buy
Nov 20, 2024
Lockheed Martin
0.06%
▼ 9.01%
1
Open
Oct 29, 2024
Waste Management
0.01%
▲ 0.20%
1
Open
Oct 29, 2024
Realty Income
14.51%
▼ 0.91%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.79%
▲ 14.86%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
2.8%
▲ 25.50%
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%
▼ 39.50%
3
Buy
Sep 26, 2024
NextEra Energy
1.46%
▲ 3.41%
2
Buy
Sep 20, 2024
Microsoft
3.54%
▲ 14.45%
3
Buy
Sep 19, 2024
Alphabet Class C
3.93%
▲ 99.94%
2
Buy
Sep 19, 2024