New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #377,985 out of 766,394 TipRanks' Investors
Success Rate
57%
4 out of 7
profitable transactions
Average Return
7.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.86%
6-Month Return-
12-Month Return-
YTD Return▲ 12.98%
Total Return▲ 12.98%

Best Trade

Opened at
Closed at-
Gain▲ 48.48%

Bio

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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%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 5.26%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 7.34%
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%
▲ 6.02%▼ 0.89%▲ 5.26%
▲ 22.71%▲ 5.30%▲ 7.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.29%
▲ 0.79%
1
Open
Nov 06, 2024
Meta Platforms
14.29%
▲ 1.94%
1
Open
Nov 06, 2024
SPDR S&P 500 ETF Trust
14.29%
▲ 2.92%
1
Open
Oct 29, 2024
Telus
14.29%
▼ 0.95%
1
Open
Oct 07, 2024
Macy's
14.29%
▼ 0.13%
1
Open
Oct 07, 2024
Myriad Metals Corp
14.29%
▲ 48.48%
1
Open
Oct 07, 2024
DWS Alternative Asset Allocation Fund Class A
14.29%
▼ 1.35%
1
Open
Sep 25, 2024