New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #124,363 out of 766,394 TipRanks' Investors
Success Rate
68%
65 out of 95
profitable transactions
Average Return
4.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.99%
6-Month Return-
12-Month Return-
YTD Return▲ 5.60%
Total Return▲ 5.60%

Best Trade

Opened at
Closed at-
Gain▲ 46.37%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.24%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 6.91%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 1.04%
▲ 6.02%▼ 0.89%▼ 2.24%
▲ 22.71%▲ 5.30%▲ 6.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CTS Eventim AG & Co. KGaA
0.28%
▼ 6.01%
1
Open
Oct 13, 2024
Wolters Kluwer N.V.
0.49%
▲ 3.18%
1
Open
Oct 13, 2024
Fortinet
0.28%
▲ 17.32%
1
Open
Oct 13, 2024
Prysmian SpA
0.18%
▼ 3.28%
1
Open
Oct 13, 2024
Moody's
1.36%
▼ 0.21%
1
Open
Oct 13, 2024
Markel
4.73%
▲ 5.33%
1
Open
Oct 13, 2024
Public Storage
0.94%
▼ 1.98%
1
Open
Oct 13, 2024
Veeva Systems
0.68%
▲ 12.57%
1
Open
Oct 13, 2024
Bio-Rad Laboratories
1.04%
▲ 7.30%
1
Open
Oct 13, 2024
Sartorius
0.57%
▼ 0.32%
1
Open
Oct 13, 2024
Sartorius
0.7%
▼ 5.08%
1
Open
Oct 13, 2024
Epam Systems
0.7%
▲ 22.85%
1
Open
Oct 13, 2024
NIBE Industrier AB
0.01%
▼ 0.64%
1
Open
Oct 13, 2024
Elia System Operator SA/NV
0.27%
▼ 9.45%
1
Open
Oct 13, 2024
Boston Beer
0.91%
▲ 13.74%
1
Open
Oct 13, 2024
Selective Insurance Group
0.29%
▲ 5.71%
1
Open
Oct 13, 2024
Simpson Manufacturing Co
0.53%
▼ 1.52%
1
Open
Oct 13, 2024
Carl Zeiss Meditec
0.17%
▼ 9.51%
1
Open
Oct 13, 2024
Symrise
0.32%
▼ 10.30%
1
Open
Oct 13, 2024
Intuitive Surgical
1.54%
▲ 9.87%
1
Open
Oct 13, 2024