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Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #81,457 out of 770,014 TipRanks' Investors
Success Rate
74%
78 out of 106
profitable transactions
Average Return
3.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.74%
6-Month Return-
12-Month Return-
YTD Return▲ 6.05%
Total Return▲ 6.05%

Best Trade

Opened at
Closed at
Gain▲ 54.95%

Bio

Let's see how this goes . .

Performance

31.73%0-31.73%
▼ 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%
▲ 3.97%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.88%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 5.03%
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%▲ 3.97%
▲ 5.70%▼ 0.89%▼ 2.88%
▲ 31.73%▲ 4.73%▲ 5.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Blackstone Secured Lending Fund
24.58%
▲ 3.74%
10
Buy
Nov 25, 2024
Exxon Mobil
▲ 7.32%
2
Close
Nov 25, 2024
AT&T
9.36%
▲ 3.32%
13
Buy
Nov 25, 2024
AGNC Investment
8.19%
▲ 1.41%
7
Buy
Nov 25, 2024
Viking Therapeutics
▼ 21.62%
3
Close
Nov 22, 2024
Wolverine World Wide
▲ 45.03%
4
Close
Nov 22, 2024
Tourmaline Bio
0.97%
▼ 15.37%
3
Sell
Nov 22, 2024
Enel Chile SA
4.68%
▼ 1.44%
3
Buy
Nov 21, 2024
Celestica
0.44%
▼ 6.39%
1
Open
Nov 21, 2024
Flotek
0.7%
▲ 0.62%
1
Open
Nov 21, 2024
UnitedHealth
▼ 0.63%
2
Close
Nov 19, 2024
Amphenol
▲ 10.74%
5
Close
Nov 18, 2024
Crocs
▼ 30.02%
2
Close
Nov 18, 2024
Fidelity Mega Cap Stock Fund
▲ 5.55%
3
Close
Nov 15, 2024
Levi Strauss & Co
▼ 18.04%
3
Close
Nov 15, 2024
Nvidia
2.54%
▲ 5.26%
6
Buy
Nov 13, 2024
Shopify
▲ 43.23%
5
Close
Nov 12, 2024
Petroleo Brasileiro SA- Petrobras
13.26%
▲ 2.39%
11
Buy
Nov 05, 2024
Meta Platforms
6.47%
▲ 1.38%
4
Sell
Nov 05, 2024
Reddit Inc Class A
▲ 36.83%
2
Close
Nov 04, 2024