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New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #601,471 out of 811,229 TipRanks' Investors
Success Rate
61%
43 out of 70
profitable transactions
Average Return
-1.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return▼ 5.93%
12-Month Return-
YTD Return▼ 0.92%
Total Return▼ 10.94%

Best Trade

Opened at
Closed at-
Gain▲ 56.36%

Bio

Dividends oriented portfolio

Performance

29.14%0-29.14%
▲ 5.10%
▼ 2.41%
▼ 2.84%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.37%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.56%
May 2025
▲ 6.24%
▲ 5.14%
▼ 12.37%
Jun 2025
▲ 29.14%
▲ 2.30%
▲ 3.28%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.84%
▲ 6.03%▲ 2.69%▲ 5.33%
▼ 12.86%▼ 1.27%▲ 0.13%
▼ 1.80%▼ 5.57%▼ 1.37%
▲ 1.84%▼ 0.87%▼ 3.05%
▲ 12.20%▲ 6.28%▲ 8.56%
▲ 6.24%▲ 5.14%▼ 12.37%
▲ 29.14%▲ 2.30%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.39%
▼ 1.74%
1
Open
Jul 24, 2025
FS Global Credit Opportunities Fund
1.42%
▲ 0.13%
1
Open
Jul 24, 2025
Aberdeen Standard Global Infrastructure Income Fund
▲ 1.00%
2
Close
Jul 23, 2025
Amplify CWP Growth & Income ETF
1.44%
▲ 0.90%
1
Open
Jul 23, 2025
Golub Capital Bdc
▲ 3.55%
3
Close
Jul 09, 2025
SPDR S&P 500 ETF Trust
▲ 0.99%
4
Close
Jul 08, 2025
Ostin Technology Group Co., Ltd.
▼ 91.94%
6
Close
Jul 08, 2025
PIMCO Dynamic Income Opportunities
1.07%
▲ 1.11%
2
Buy
Jul 08, 2025
VanEck BDC Income ETF
1.07%
▲ 0.31%
1
Open
Jul 07, 2025
Global X S&P 500 Covered Call ETF
1.06%
▲ 0.29%
1
Open
Jul 07, 2025
Eagle Point Income Co
1.34%
▼ 4.29%
1
Open
Jul 07, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.45%
▲ 2.15%
1
Open
Jul 07, 2025
Putnam BDC Income ETF
1.08%
▲ 1.02%
1
Open
Jul 07, 2025
Vanguard S&P 500 ETF
2.16%
▲ 1.82%
1
Open
Jul 07, 2025
ARK Space Exploration & Innovation ETF
1.17%
▲ 8.48%
1
Open
Jul 07, 2025
JPMorgan Equity Premium Income ETF
1.06%
▼ 0.41%
1
Open
Jul 07, 2025
VanEck Mortgage REIT Income ETF
1.4%
▼ 0.57%
1
Open
Jul 07, 2025
NEOS Nasdaq 100 High Income ETF
1.44%
▲ 2.39%
1
Open
Jul 07, 2025
Hafnia
5.76%
▲ 5.02%
8
Buy
Jun 27, 2025
Diamondback
▼ 6.52%
2
Close
Jun 27, 2025