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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #291,056 out of 783,334 TipRanks' Investors
Success Rate
83%
5 out of 6
profitable transactions
Average Return
13.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.53%
6-Month Return-
12-Month Return-
YTD Return▲ 6.32%
Total Return▲ 13.77%

Best Trade

Opened at
Closed at-
Gain▲ 27.86%

Bio

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%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.40%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.60%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 6.32%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▲ 2.67%
▲ 26.04%▲ 5.96%▲ 10.40%
▲ 5.93%▼ 2.41%▼ 5.60%
▲ 2.91%▲ 3.15%▲ 6.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
3.1%
▲ 18.47%
1
Open
Sep 30, 2024
Ford Motor
0.68%
▼ 2.00%
1
Open
Sep 30, 2024
FedEx
17.75%
▲ 1.00%
1
Open
Sep 30, 2024
JPMorgan Chase & Co.
17.81%
▲ 27.86%
1
Open
Sep 30, 2024
Mastercard
37.91%
▲ 11.45%
1
Open
Sep 30, 2024
Visa
22.75%
▲ 22.39%
1
Open
Sep 30, 2024