tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #357,564 out of 793,101 TipRanks' Investors
Success Rate
55%
11 out of 20
profitable transactions
Average Return
2.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return▲ 16.41%
12-Month Return-
YTD Return▼ 5.76%
Total Return▲ 15.84%

Best Trade

Opened at
Closed at-
Gain▲ 37.49%

Bio

Balanced Portfolio for long term growth

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.04%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 17.03%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.35%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 11.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 17.68%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 2.40%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▼ 1.54%
▲ 10.00%▼ 0.89%▲ 7.04%
▲ 26.01%▲ 5.96%▲ 17.03%
▲ 5.39%▼ 2.41%▼ 0.35%
▲ 5.83%▲ 2.69%▲ 11.80%
▼ 12.86%▼ 1.27%▼ 17.68%
▲ 2.82%▼ 4.80%▲ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solana
2.14%
▼ 6.46%
1
Open
Sep 24, 2024
ChainLink
1.44%
▲ 25.33%
1
Open
Sep 24, 2024
Ethereum
1.7%
▼ 21.18%
1
Open
Sep 24, 2024
Bitcoin
5.9%
▲ 37.49%
1
Open
Sep 24, 2024
1.21%
▲ 15.70%
1
Open
Sep 24, 2024
Apple
5.21%
▼ 2.32%
1
Open
Sep 23, 2024
Unilever
2.43%
▼ 8.96%
1
Open
Sep 23, 2024
Microsoft
4.87%
▼ 8.96%
1
Open
Sep 23, 2024
Meta Platforms
5.93%
▲ 9.83%
1
Open
Sep 23, 2024
LVMH Moet Hennessy Louis Vuitton SE
5.27%
▼ 1.13%
1
Open
Sep 23, 2024
Eli Lilly & Co
5.06%
▼ 5.52%
1
Open
Sep 23, 2024
Visa
6.51%
▲ 19.57%
1
Open
Sep 23, 2024
Alphabet Class C
5.56%
▲ 4.44%
1
Open
Sep 23, 2024
Stellantis
9.64%
▼ 17.85%
1
Open
Sep 23, 2024
Air Liquide
6.08%
▲ 3.95%
1
Open
Sep 23, 2024
Solvay SA
5.74%
▲ 0.47%
1
Open
Sep 23, 2024
BlackRock
11.18%
▲ 3.83%
1
Open
Sep 23, 2024
Amazon
5.72%
▲ 4.84%
1
Open
Sep 23, 2024
TotalEnergies SE
5.43%
▼ 4.09%
1
Open
Sep 23, 2024
Walmart
2.98%
▲ 9.45%
1
Open
Sep 23, 2024