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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #326,741 out of 796,331 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
0.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.42%
6-Month Return▼ 3.22%
12-Month Return-
YTD Return▼ 6.43%
Total Return▲ 0.83%

Best Trade

Opened at
Closed at-
Gain▲ 20.31%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.67%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 10.40%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.93%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.09%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.34%
Mar 2025
▼ 4.98%
▼ 5.90%
▼ 7.37%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%▲ 2.67%
▲ 25.98%▲ 5.96%▲ 10.40%
▲ 5.36%▼ 2.41%▼ 4.93%
▲ 6.01%▲ 2.69%▲ 4.47%
▼ 12.86%▼ 1.27%▲ 1.09%
▼ 1.80%▼ 5.57%▼ 4.34%
▼ 4.98%▼ 5.90%▼ 7.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
2.81%
▼ 4.60%
1
Open
Sep 30, 2024
Ford Motor
0.72%
▼ 4.54%
1
Open
Sep 30, 2024
FedEx
15.56%
▼ 23.37%
1
Open
Sep 30, 2024
JPMorgan Chase
17.39%
▲ 11.94%
1
Open
Sep 30, 2024
Mastercard
38.8%
▲ 5.23%
1
Open
Sep 30, 2024
Visa
24.72%
▲ 20.31%
1
Open
Sep 30, 2024