New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #345,170 out of 767,017 TipRanks' Investors
Success Rate
64%
9 out of 14
profitable transactions
Average Return
0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.95%
6-Month Return-
12-Month Return-
YTD Return▼ 4.74%
Total Return▼ 4.74%

Best Trade

Opened at
Closed at-
Gain▲ 29.19%

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

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 3.86%
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%
▲ 6.02%▼ 0.89%▼ 2.82%
▲ 9.99%▲ 4.97%▲ 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.51%
▼ 1.27%
1
Open
Sep 24, 2024
Amazon
0.69%
▲ 7.71%
1
Open
Sep 24, 2024
Energy Transfer
0.64%
▲ 7.17%
1
Open
Sep 24, 2024
Alphabet Class C
4.63%
▲ 12.03%
1
Open
Sep 24, 2024
Microsoft
6.33%
▼ 1.43%
1
Open
Sep 24, 2024
Nvidia
4.95%
▲ 22.69%
1
Open
Sep 24, 2024
Procter & Gamble
19.72%
▼ 3.71%
1
Open
Sep 24, 2024
Invesco QQQ Trust
23.39%
▲ 5.67%
1
Open
Sep 24, 2024
Tesla
24.58%
▲ 29.19%
1
Open
Sep 24, 2024
Energy Fuels
0.58%
▲ 22.89%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
10.55%
▲ 5.49%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 91.79%
1
Open
Sep 24, 2024
Ecopetrol SA
0.42%
▼ 19.96%
1
Open
Sep 24, 2024
Micron
0%
▲ 10.87%
1
Open
Sep 24, 2024