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New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #217,689 out of 831,094 TipRanks' Investors
Success Rate
67%
69 out of 103
profitable transactions
Average Return
3.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.38%
6-Month Return▼ 3.64%
12-Month Return▲ 4.29%
YTD Return▲ 5.90%
Total Return▼ 4.82%

Best Trade

Opened at
Closed at-
Gain▲ 84.06%

Bio

Dividends oriented portfolio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.56%
May 2025
▲ 9.25%
▲ 5.14%
▼ 12.36%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.48%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.21%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.25%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.56%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.38%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.56%
▲ 9.25%▲ 5.14%▼ 12.36%
▲ 7.60%▲ 2.30%▲ 3.48%
▲ 2.76%▲ 2.05%▲ 4.21%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 10.96%▲ 2.38%▼ 0.25%
▼ 3.44%▲ 0.19%▲ 1.56%
▲ 0.26%▲ 0.07%▲ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
0%
▲ 7.02%
1
Open
Nov 20, 2025
Alphabet Class A
0%
▲ 10.43%
1
Open
Nov 20, 2025
Apple
0%
▲ 6.72%
1
Open
Nov 20, 2025
Hafnia
4.08%
▲ 8.56%
10
Buy
Nov 18, 2025
Nebius Group
1.24%
▲ 9.26%
1
Open
Nov 18, 2025
CoreWeave
1.24%
▲ 5.95%
1
Open
Nov 18, 2025
Nvidia
0%
▼ 0.98%
1
Open
Nov 18, 2025
TappAlpha SPY Growth & Daily Income ETF
1.18%
▲ 0.26%
1
Open
Nov 03, 2025
Arbor Realty
▼ 13.24%
2
Close
Oct 28, 2025
Service Properties
▼ 28.82%
5
Close
Oct 28, 2025
XPLR Infrastructure
▼ 59.61%
2
Close
Oct 28, 2025
JPMorgan Equity Premium Income ETF
3.92%
▲ 3.16%
2
Buy
Oct 28, 2025
NEOS Nasdaq 100 High Income ETF
7.17%
▲ 5.05%
5
Buy
Oct 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.48%
▲ 4.63%
3
Buy
Oct 27, 2025
Morgan Stanley Direct Lending Fund
1.26%
▲ 1.46%
1
Open
Oct 24, 2025
PIMCO Dynamic Income Opportunities
▲ 6.09%
4
Close
Oct 23, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
3.57%
▲ 8.27%
3
Buy
Oct 23, 2025
Vanguard S&P 500 ETF
▲ 8.52%
2
Close
Oct 23, 2025
ARK Space Exploration & Innovation ETF
▲ 26.09%
2
Close
Oct 23, 2025
Global X NASDAQ 100 Covered Call ETF
2.23%
▲ 5.97%
2
Buy
Oct 23, 2025