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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #402,539 out of 781,066 TipRanks' Investors
Success Rate
51%
52 out of 103
profitable transactions
Average Return
1.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.72%
6-Month Return-
12-Month Return-
YTD Return▲ 2.68%
Total Return▲ 3.61%

Best Trade

Opened at
Closed at-
Gain▲ 52.00%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.78%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.50%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.68%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.47%
▲ 10.00%▼ 0.89%▼ 2.29%
▲ 26.04%▲ 5.96%▲ 7.78%
▲ 5.93%▼ 2.41%▼ 6.50%
▲ 9.79%▲ 0.95%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zurich Insurance Group AG
0.08%
▼ 6.25%
2
Buy
Dec 07, 2024
Zurich Insurance Group AG
0.08%
▼ 5.68%
2
Buy
Dec 07, 2024
Zurich Insurance Group
0.9%
0.00%
2
Buy
Dec 07, 2024
Mcgrath Rentcorp
0.34%
▼ 2.18%
1
Open
Dec 07, 2024
Raymond James Financial
0.48%
▲ 3.73%
1
Open
Dec 07, 2024
CTS Eventim AG & Co. KGaA
0.26%
▼ 8.10%
1
Open
Oct 13, 2024
Wolters Kluwer N.V.
0.5%
▲ 9.38%
1
Open
Oct 13, 2024
Fortinet
0.27%
▲ 13.76%
1
Open
Oct 13, 2024
Prysmian SpA
0.2%
▲ 3.34%
1
Open
Oct 13, 2024
Moody's
1.35%
▼ 0.57%
1
Open
Oct 13, 2024
Markel
5.05%
▲ 13.13%
1
Open
Oct 13, 2024
Public Storage
0.84%
▼ 13.05%
1
Open
Oct 13, 2024
Veeva Systems
0.62%
▲ 2.93%
1
Open
Oct 13, 2024
Bio-Rad Laboratories
0.97%
▲ 0.40%
1
Open
Oct 13, 2024
Sartorius
0.55%
▼ 2.42%
1
Open
Oct 13, 2024
Sartorius
0.68%
▼ 4.09%
1
Open
Oct 13, 2024
Epam Systems
0.65%
▲ 15.70%
1
Open
Oct 13, 2024
NIBE Industrier AB
0.01%
▼ 18.45%
1
Open
Oct 13, 2024
Elia System Operator SA/NV
0.2%
▼ 29.50%
1
Open
Oct 13, 2024
Boston Beer
0.72%
▼ 8.35%
1
Open
Oct 13, 2024