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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #276,982 out of 808,802 TipRanks' Investors
Success Rate
58%
97 out of 168
profitable transactions
Average Return
6.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 7.94%
12-Month Return-
YTD Return▲ 11.00%
Total Return▲ 12.64%

Best Trade

Opened at
Closed at-
Gain▲ 116.20%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 5.86%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.25%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.93%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.48%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.36%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 5.86%
▲ 6.03%▲ 2.69%▲ 5.64%
▼ 12.86%▼ 1.27%▼ 2.09%
▼ 1.80%▼ 5.57%▼ 4.25%
▲ 1.84%▼ 0.87%▲ 0.93%
▲ 12.20%▲ 6.28%▲ 7.95%
▲ 6.24%▲ 5.14%▲ 1.48%
▲ 14.83%▲ 1.65%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kesko Corp
▲ 4.41%
2
Close
Mar 08, 2025
Cadence Design
0.15%
▲ 31.95%
1
Open
Mar 06, 2025
Comfort Systems
0.25%
▲ 68.15%
1
Open
Mar 06, 2025
Cintas
0.1%
▲ 10.83%
1
Open
Mar 06, 2025
Comcast
0.02%
▼ 2.57%
1
Open
Mar 06, 2025
RH
0.09%
▼ 29.97%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.04%
▲ 21.62%
1
Open
Mar 06, 2025
Apple
0.1%
▼ 10.64%
1
Open
Mar 06, 2025
SAP SE
0.14%
▲ 2.62%
1
Open
Mar 06, 2025
Microsoft
0.24%
▲ 29.16%
1
Open
Mar 06, 2025
Nvidia
0.08%
▲ 56.49%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.29%
▲ 10.32%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.22%
▼ 4.91%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.01%
▲ 32.72%
1
Open
Mar 06, 2025
Mastercard
0.26%
▲ 1.35%
1
Open
Mar 06, 2025
Visa
0.16%
▲ 1.81%
1
Open
Mar 06, 2025
Waste Management
0.1%
▲ 0.60%
1
Open
Mar 06, 2025
Schneider Electric
0.13%
▲ 9.08%
1
Open
Mar 06, 2025
Celanese
0.03%
▲ 6.01%
1
Open
Mar 06, 2025
Assa Abloy
0.01%
▼ 0.10%
1
Open
Mar 06, 2025