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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #279,697 out of 798,904 TipRanks' Investors
Success Rate
56%
95 out of 168
profitable transactions
Average Return
3.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.01%
6-Month Return▲ 1.71%
12-Month Return-
YTD Return▲ 6.72%
Total Return▲ 8.13%

Best Trade

Opened at
Closed at-
Gain▲ 122.81%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.40%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.08%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.25%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 1.07%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 6.61%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.40%
▲ 25.97%▲ 5.96%▲ 7.88%
▲ 5.41%▼ 2.41%▼ 6.08%
▲ 6.02%▲ 2.69%▲ 5.64%
▼ 12.86%▼ 1.27%▼ 2.08%
▼ 1.80%▼ 5.57%▼ 4.25%
▲ 1.74%▼ 0.87%▲ 1.07%
▲ 5.08%▲ 1.77%▲ 6.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kesko Corp
▲ 4.41%
2
Close
Mar 08, 2025
Cadence Design
0.16%
▲ 28.22%
1
Open
Mar 06, 2025
Comfort Systems
0.24%
▲ 37.89%
1
Open
Mar 06, 2025
Cintas
0.11%
▲ 8.17%
1
Open
Mar 06, 2025
Comcast
0.02%
▼ 3.41%
1
Open
Mar 06, 2025
RH
0.12%
▼ 19.55%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.03%
▼ 8.64%
1
Open
Mar 06, 2025
Apple
0.11%
▼ 10.31%
1
Open
Mar 06, 2025
SAP SE
0.15%
▲ 0.44%
1
Open
Mar 06, 2025
Microsoft
0.23%
▲ 13.20%
1
Open
Mar 06, 2025
Nvidia
0.06%
▲ 11.25%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.3%
▲ 2.10%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.27%
▲ 3.31%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.01%
▲ 20.89%
1
Open
Mar 06, 2025
Mastercard
0.3%
▲ 5.34%
1
Open
Mar 06, 2025
Visa
0.19%
▲ 3.40%
1
Open
Mar 06, 2025
Waste Management
0.12%
▲ 0.20%
1
Open
Mar 06, 2025
Schneider Electric
0.13%
▼ 1.21%
1
Open
Mar 06, 2025
Celanese
0.03%
▼ 1.18%
1
Open
Mar 06, 2025
Assa Abloy
0.01%
▼ 3.62%
1
Open
Mar 06, 2025