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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #326,155 out of 770,613 TipRanks' Investors
Success Rate
60%
12 out of 20
profitable transactions
Average Return
8.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.49%
6-Month Return-
12-Month Return-
YTD Return▲ 24.06%
Total Return▲ 24.06%

Best Trade

Opened at
Closed at-
Gain▲ 57.70%

Bio

Balanced Portfolio for long term growth

Performance

35.03%0-35.03%
▼ 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%
▲ 1.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.23%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 17.55%
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%▲ 1.25%
▲ 5.70%▼ 0.89%▲ 4.23%
▲ 35.03%▲ 5.08%▲ 17.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solana
3.43%
▲ 57.70%
1
Open
Sep 24, 2024
ChainLink
1.63%
▲ 53.89%
1
Open
Sep 24, 2024
Ethereum
2.7%
▲ 27.88%
1
Open
Sep 24, 2024
Bitcoin
6.12%
▲ 46.66%
1
Open
Sep 24, 2024
1.17%
▲ 11.33%
1
Open
Sep 24, 2024
Apple
5.49%
▲ 3.91%
1
Open
Sep 23, 2024
Unilever
2.45%
▼ 8.21%
1
Open
Sep 23, 2024
Microsoft
5.24%
▼ 1.08%
1
Open
Sep 23, 2024
Meta Platforms
5.44%
▲ 1.62%
1
Open
Sep 23, 2024
LVMH Moet Hennessy Louis Vuitton SE
5.01%
▼ 5.74%
1
Open
Sep 23, 2024
Eli Lilly & Co
4.57%
▼ 13.92%
1
Open
Sep 23, 2024
Visa
5.84%
▲ 8.24%
1
Open
Sep 23, 2024
Alphabet Class C
5.52%
▲ 4.63%
1
Open
Sep 23, 2024
Stellantis
9.77%
▼ 11.54%
1
Open
Sep 23, 2024
Air Liquide
5.15%
▼ 7.98%
1
Open
Sep 23, 2024
Solvay SA
4.96%
▼ 11.36%
1
Open
Sep 23, 2024
BlackRock
11.79%
▲ 9.48%
1
Open
Sep 23, 2024
Amazon
5.78%
▲ 7.21%
1
Open
Sep 23, 2024
TotalEnergies SE
4.87%
▼ 10.45%
1
Open
Sep 23, 2024
Walmart
3.08%
▲ 13.67%
1
Open
Sep 23, 2024