tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #479,856 out of 793,549 TipRanks' Investors
Success Rate
48%
81 out of 168
profitable transactions
Average Return
-1.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.36%
6-Month Return▼ 0.88%
12-Month Return-
YTD Return▲ 0.44%
Total Return▲ 1.36%

Best Trade

Opened at
Closed at-
Gain▲ 29.30%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.84%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.54%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.09%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.36%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.47%
▲ 10.00%▼ 0.89%▼ 2.29%
▲ 26.01%▲ 5.96%▲ 7.84%
▲ 5.34%▼ 2.41%▼ 6.54%
▲ 5.88%▲ 2.69%▲ 5.06%
▼ 12.86%▼ 1.27%▼ 2.09%
▲ 5.30%▼ 4.02%▼ 2.36%

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%
▲ 8.33%
1
Open
Mar 06, 2025
Comfort Systems
0.2%
▲ 5.47%
1
Open
Mar 06, 2025
Cintas
0.12%
▲ 2.05%
1
Open
Mar 06, 2025
Comcast
0.02%
▲ 3.03%
1
Open
Mar 06, 2025
RH
0.14%
▼ 13.31%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.04%
▼ 7.90%
1
Open
Mar 06, 2025
Apple
0.13%
▼ 5.86%
1
Open
Mar 06, 2025
SAP SE
0.15%
▼ 4.30%
1
Open
Mar 06, 2025
Microsoft
0.22%
▼ 1.74%
1
Open
Mar 06, 2025
Nvidia
0.06%
▲ 2.90%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.32%
▼ 0.42%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.3%
▲ 7.10%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.01%
▲ 8.37%
1
Open
Mar 06, 2025
Mastercard
0.31%
▼ 0.14%
1
Open
Mar 06, 2025
Visa
0.19%
▲ 0.01%
1
Open
Mar 06, 2025
Waste Management
0.13%
▲ 1.69%
1
Open
Mar 06, 2025
Schneider Electric
0.14%
▲ 2.08%
1
Open
Mar 06, 2025
Celanese
0.03%
▲ 7.14%
1
Open
Mar 06, 2025
Assa Abloy
0.01%
▼ 9.66%
1
Open
Mar 06, 2025