tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #242,925 out of 783,619 TipRanks' Investors
Success Rate
65%
13 out of 20
profitable transactions
Average Return
21.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.85%
6-Month Return-
12-Month Return-
YTD Return▲ 10.85%
Total Return▲ 40.15%

Best Trade

Opened at
Closed at-
Gain▲ 102.58%

Bio

Balanced Portfolio for long term growth

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.54%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 7.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.03%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.50%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 10.85%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▼ 1.54%
▲ 9.99%▼ 0.89%▲ 7.04%
▲ 26.04%▲ 5.96%▲ 17.03%
▲ 5.93%▼ 2.41%▲ 2.50%
▲ 3.19%▲ 2.68%▲ 10.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solana
3.27%
▲ 56.82%
1
Open
Sep 24, 2024
ChainLink
2.12%
▲ 102.58%
1
Open
Sep 24, 2024
Ethereum
2.4%
▲ 22.21%
1
Open
Sep 24, 2024
Bitcoin
6.4%
▲ 63.60%
1
Open
Sep 24, 2024
1.82%
▲ 89.99%
1
Open
Sep 24, 2024
Apple
5.11%
▲ 5.03%
1
Open
Sep 23, 2024
Unilever
2.22%
▼ 9.45%
1
Open
Sep 23, 2024
Microsoft
4.68%
▼ 4.08%
1
Open
Sep 23, 2024
Meta Platforms
6%
▲ 21.82%
1
Open
Sep 23, 2024
LVMH Moet Hennessy Louis Vuitton SE
5.53%
▲ 13.48%
1
Open
Sep 23, 2024
Eli Lilly & Co
4.39%
▼ 10.23%
1
Open
Sep 23, 2024
Visa
5.92%
▲ 19.08%
1
Open
Sep 23, 2024
Alphabet Class C
6.04%
▲ 24.40%
1
Open
Sep 23, 2024
Stellantis
9.68%
▼ 5.50%
1
Open
Sep 23, 2024
Air Liquide
5.09%
▼ 0.86%
1
Open
Sep 23, 2024
Solvay SA
4.27%
▼ 14.07%
1
Open
Sep 23, 2024
BlackRock
11.33%
▲ 14.85%
1
Open
Sep 23, 2024
Amazon
6.01%
▲ 21.02%
1
Open
Sep 23, 2024
TotalEnergies SE
4.64%
▼ 7.06%
1
Open
Sep 23, 2024
Walmart
3.06%
▲ 23.08%
1
Open
Sep 23, 2024