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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #310,631 out of 805,489 TipRanks' Investors
Success Rate
56%
94 out of 168
profitable transactions
Average Return
4.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.86%
6-Month Return▲ 7.55%
12-Month Return-
YTD Return▲ 8.66%
Total Return▲ 10.26%

Best Trade

Opened at
Closed at-
Gain▲ 114.89%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.81%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.86%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.25%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.02%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 7.95%
May 2025
▲ 3.20%
▲ 4.12%
▲ 0.58%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 7.81%
▲ 5.10%▼ 2.41%▼ 5.86%
▲ 6.03%▲ 2.69%▲ 5.67%
▼ 12.86%▼ 1.27%▼ 2.09%
▼ 1.80%▼ 5.57%▼ 4.25%
▲ 1.83%▼ 0.87%▲ 1.02%
▲ 12.21%▲ 6.28%▲ 7.95%
▲ 3.20%▲ 4.12%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kesko Corp
▲ 4.41%
2
Close
Mar 08, 2025
Cadence Design
0.14%
▲ 24.89%
1
Open
Mar 06, 2025
Comfort Systems
0.24%
▲ 57.64%
1
Open
Mar 06, 2025
Cintas
0.1%
▲ 10.09%
1
Open
Mar 06, 2025
Comcast
0.02%
▼ 2.04%
1
Open
Mar 06, 2025
RH
0.09%
▼ 31.30%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.04%
▲ 11.04%
1
Open
Mar 06, 2025
Apple
0.1%
▼ 14.48%
1
Open
Mar 06, 2025
SAP SE
0.14%
▼ 2.84%
1
Open
Mar 06, 2025
Microsoft
0.24%
▲ 25.57%
1
Open
Mar 06, 2025
Nvidia
0.07%
▲ 40.22%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.29%
▲ 7.48%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.23%
▼ 2.57%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.01%
▲ 15.06%
1
Open
Mar 06, 2025
Mastercard
0.26%
▼ 0.57%
1
Open
Mar 06, 2025
Visa
0.16%
▲ 0.71%
1
Open
Mar 06, 2025
Waste Management
0.11%
▲ 1.06%
1
Open
Mar 06, 2025
Schneider Electric
0.12%
▼ 1.71%
1
Open
Mar 06, 2025
Celanese
0.03%
▲ 2.48%
1
Open
Mar 06, 2025
Assa Abloy
0.01%
▼ 6.42%
1
Open
Mar 06, 2025