tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

gracaermida@gmail.com

New Portfolio Sep 2024
Individual Investor
Ranked #279,630 out of 788,370 TipRanks' Investors
Success Rate
68%
13 out of 19
profitable transactions
Average Return
7.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.92%
6-Month Return-
12-Month Return-
YTD Return▲ 2.40%
Total Return▲ 9.23%

Best Trade

Opened at
Closed at
Gain▲ 64.42%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.69%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.08%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.83%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.27%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.42%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.98%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 1.69%
▲ 9.99%▼ 0.89%▼ 2.08%
▲ 26.03%▲ 5.96%▲ 6.83%
▲ 5.97%▼ 2.41%▲ 0.27%
▲ 5.25%▲ 2.69%▲ 3.42%
▼ 9.08%▲ 1.42%▼ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
▲ 64.42%
2
Close
Jan 05, 2025
iShares U.S. Aerospace & Defense ETF
▼ 2.68%
2
Close
Jan 05, 2025
Coca-Cola
▼ 15.22%
2
Close
Jan 05, 2025
LVMH Moet Hennessy Louis Vuitton
▲ 7.64%
2
Close
Jan 05, 2025
Moody's
▼ 1.05%
2
Close
Jan 05, 2025
Mondelez International
▼ 20.80%
2
Close
Jan 05, 2025
Philip Morris
▲ 2.17%
2
Close
Jan 05, 2025
ASML Holding NV
▲ 4.26%
2
Close
Jan 05, 2025
Apple
4.12%
▲ 8.66%
1
Open
Sep 22, 2024
Microsoft
21.23%
▼ 5.46%
1
Open
Sep 22, 2024
SPDR S&P 500 ETF Trust
10.07%
▲ 5.67%
1
Open
Sep 22, 2024
Amazon
13.08%
▲ 11.71%
1
Open
Sep 22, 2024
Alphabet Class A
6.03%
▲ 11.13%
1
Open
Sep 22, 2024
Home Depot
1.94%
▼ 1.70%
1
Open
Sep 22, 2024
Meta Platforms
8.03%
▲ 21.21%
1
Open
Sep 22, 2024
Nvidia
6.31%
▲ 15.64%
1
Open
Sep 22, 2024
Visa
5.85%
▲ 21.19%
1
Open
Sep 22, 2024
Vanguard S&P 500 ETF
6.48%
▲ 5.73%
1
Open
Sep 22, 2024
Berkshire Hathaway B
16.87%
▲ 5.22%
1
Open
Sep 22, 2024