New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #230,827 out of 828,029 TipRanks' Investors
Success Rate
67%
64 out of 96
profitable transactions
Average Return
2.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▼ 3.71%
12-Month Return▲ 3.39%
YTD Return▲ 4.74%
Total Return▼ 5.86%

Best Trade

Opened at
Closed at-
Gain▲ 82.40%

Bio

Dividends oriented portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 3.05%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 8.56%
May 2025
▲ 9.25%
▲ 5.14%
▼ 12.36%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.30%
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
▼ 2.66%
▲ 0.14%
▲ 1.01%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 3.05%
▲ 11.64%▲ 6.28%▲ 8.56%
▲ 9.25%▲ 5.14%▼ 12.36%
▲ 7.60%▲ 2.30%▲ 3.30%
▲ 2.76%▲ 2.05%▲ 4.21%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 10.96%▲ 2.38%▼ 0.25%
▼ 2.66%▲ 0.14%▲ 1.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TappAlpha SPY Growth & Daily Income ETF
1.23%
▼ 0.45%
1
Open
Nov 03, 2025
Arbor Realty
▼ 13.23%
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
4.05%
▲ 2.15%
2
Buy
Oct 28, 2025
NEOS Nasdaq 100 High Income ETF
7.48%
▲ 4.36%
5
Buy
Oct 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.62%
▲ 3.95%
3
Buy
Oct 27, 2025
Morgan Stanley Direct Lending Fund
1.26%
▼ 2.27%
1
Open
Oct 24, 2025
PIMCO Dynamic Income Opportunities
▲ 6.09%
4
Close
Oct 23, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
3.71%
▲ 7.50%
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
2.31%
▲ 4.85%
2
Buy
Oct 23, 2025
Simplify Volatility Premium ETF
2.29%
▲ 5.21%
2
Buy
Oct 23, 2025
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
▼ 0.52%
2
Close
Oct 23, 2025
Icahn Enterprises
▼ 2.08%
2
Close
Sep 29, 2025
AFC Gamma
▼ 53.00%
2
Close
Sep 29, 2025
Synopsys
▲ 16.46%
2
Close
Sep 19, 2025
Torm
1.32%
▲ 11.78%
3
Open
Sep 15, 2025
BNP Paribas
5.03%
▲ 21.20%
2
Sell
Aug 21, 2025