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New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #265,274 out of 770,014 TipRanks' Investors
Success Rate
79%
11 out of 14
profitable transactions
Average Return
1.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.11%
6-Month Return-
12-Month Return-
YTD Return▼ 5.19%
Total Return▼ 5.19%

Best Trade

Opened at
Closed at-
Gain▲ 33.16%

Bio

Managing a diverse stock portfolio with strategic investments through Koda Cooperative Company LLC, focusing on long-term growth and value. Our approach blends market insight with innovative opportunities, aiming for sustainable returns while adaptin

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%
▼ 5.62%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 3.37%
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%▼ 5.62%
▲ 5.70%▼ 0.89%▼ 2.82%
▲ 31.73%▲ 4.73%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.6%
▲ 2.53%
1
Open
Sep 24, 2024
Amazon
0.66%
▲ 3.86%
1
Open
Sep 24, 2024
Energy Transfer
0.7%
▲ 19.24%
1
Open
Sep 24, 2024
Alphabet Class C
4.3%
▲ 3.54%
1
Open
Sep 24, 2024
Microsoft
6.25%
▼ 2.22%
1
Open
Sep 24, 2024
Nvidia
4.55%
▲ 12.53%
1
Open
Sep 24, 2024
Procter & Gamble
20.85%
▲ 3.00%
1
Open
Sep 24, 2024
Invesco QQQ Trust
22.85%
▲ 4.37%
1
Open
Sep 24, 2024
Tesla
24.72%
▲ 33.16%
1
Open
Sep 24, 2024
Energy Fuels
0.62%
▲ 27.47%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
10.44%
▲ 7.26%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 93.79%
1
Open
Sep 24, 2024
Ecopetrol SA
0.45%
▼ 13.09%
1
Open
Sep 24, 2024
Micron
0%
▲ 11.27%
1
Open
Sep 24, 2024