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New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #556,804 out of 793,101 TipRanks' Investors
Success Rate
64%
9 out of 14
profitable transactions
Average Return
-5.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.06%
6-Month Return▼ 7.24%
12-Month Return-
YTD Return▼ 1.40%
Total Return▼ 8.45%

Best Trade

Opened at
Closed at-
Gain▲ 20.60%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 5.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.16%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.40%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 4.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.87%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.53%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▼ 5.62%
▲ 10.00%▼ 0.89%▼ 3.16%
▲ 26.01%▲ 5.96%▲ 5.15%
▲ 5.39%▼ 2.41%▼ 3.40%
▲ 5.83%▲ 2.69%▲ 4.17%
▼ 12.86%▼ 1.27%▼ 3.87%
▲ 2.82%▼ 4.80%▼ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.69%
▼ 2.71%
1
Open
Sep 24, 2024
Amazon
0.7%
▲ 4.79%
1
Open
Sep 24, 2024
Energy Transfer
0.75%
▲ 20.60%
1
Open
Sep 24, 2024
Alphabet Class C
4.68%
▲ 4.08%
1
Open
Sep 24, 2024
Microsoft
6.28%
▼ 8.04%
1
Open
Sep 24, 2024
Nvidia
4.41%
▲ 0.46%
1
Open
Sep 24, 2024
Procter & Gamble
21.04%
▼ 3.23%
1
Open
Sep 24, 2024
Invesco QQQ Trust
24.04%
▲ 1.40%
1
Open
Sep 24, 2024
Tesla
22.23%
▲ 9.49%
1
Open
Sep 24, 2024
Energy Fuels
0.42%
▼ 21.43%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
11.12%
▲ 6.14%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 96.57%
1
Open
Sep 24, 2024
Ecopetrol SA
0.62%
▲ 8.15%
1
Open
Sep 24, 2024
Micron
0%
▲ 3.38%
1
Open
Sep 24, 2024