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New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #174,124 out of 852,569 TipRanks' Investors
Success Rate
68%
71 out of 104
profitable transactions
Average Return
7.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return▲ 9.94%
12-Month Return▲ 3.79%
YTD Return▲ 5.53%
Total Return▼ 0.27%

Best Trade

Opened at
Closed at-
Gain▲ 113.17%

Bio

Dividends oriented portfolio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 3.45%
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
▼ 3.58%
▲ 0.19%
▲ 1.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.33%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.40%
Jan 2026
▼ 0.78%
▼ 0.84%
▲ 0.12%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 3.45%
▲ 2.76%▲ 2.05%▲ 4.21%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 10.96%▲ 2.38%▼ 0.25%
▼ 3.58%▲ 0.19%▲ 1.57%
▼ 0.10%▲ 0.08%▼ 0.33%
▲ 4.06%▲ 1.47%▲ 5.40%
▼ 0.78%▼ 0.84%▲ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Columbia Banking System
0%
▲ 5.77%
1
Open
Jan 30, 2026
Nebius Group
▲ 20.09%
2
Close
Jan 16, 2026
CoreWeave
▲ 35.15%
2
Close
Jan 16, 2026
Nvidia
▼ 0.23%
2
Close
Dec 11, 2025
Amazon
▲ 6.05%
2
Close
Dec 11, 2025
Alphabet Class A
▲ 8.01%
2
Close
Dec 11, 2025
Apple
▲ 4.42%
2
Close
Dec 11, 2025
Hafnia
4.05%
▲ 12.57%
10
Buy
Nov 18, 2025
TappAlpha SPY Growth & Daily Income ETF
1.12%
▲ 1.19%
1
Open
Nov 03, 2025
Arbor Realty
▼ 13.24%
2
Close
Oct 28, 2025
Service Properties
▼ 28.83%
5
Close
Oct 28, 2025
XPLR Infrastructure
▼ 59.61%
2
Close
Oct 28, 2025
JPMorgan Equity Premium Income ETF
3.86%
▲ 6.54%
2
Buy
Oct 28, 2025
NEOS Nasdaq 100 High Income ETF
6.68%
▲ 3.54%
5
Buy
Oct 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.32%
▲ 4.86%
3
Buy
Oct 27, 2025
Morgan Stanley Direct Lending Fund
1.07%
▼ 10.32%
1
Open
Oct 24, 2025
PIMCO Dynamic Income Opportunities
▲ 6.09%
4
Close
Oct 23, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
3.35%
▲ 6.97%
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