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New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #239,370 out of 833,681 TipRanks' Investors
Success Rate
66%
68 out of 103
profitable transactions
Average Return
2.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.72%
6-Month Return▼ 6.47%
12-Month Return▲ 5.66%
YTD Return▲ 5.07%
Total Return▼ 5.56%

Best Trade

Opened at
Closed at-
Gain▲ 95.46%

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%
▲ 3.45%
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
▼ 3.57%
▲ 0.19%
▲ 1.58%
Nov 2025
▲ 0.76%
▲ 0.97%
▼ 0.40%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.56%
▲ 9.25%▲ 5.14%▼ 12.36%
▲ 7.60%▲ 2.30%▲ 3.45%
▲ 2.76%▲ 2.05%▲ 4.21%
▲ 12.88%▲ 3.56%▲ 0.65%
▲ 10.96%▲ 2.38%▼ 0.25%
▼ 3.57%▲ 0.19%▲ 1.58%
▲ 0.76%▲ 0.97%▼ 0.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
3.63%
▲ 1.96%
10
Buy
Nov 18, 2025
Nebius Group
1.12%
▼ 0.56%
1
Open
Nov 18, 2025
CoreWeave
1.25%
▲ 7.16%
1
Open
Nov 18, 2025
TappAlpha SPY Growth & Daily Income ETF
1.19%
▲ 1.40%
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
3.93%
▲ 3.77%
2
Buy
Oct 28, 2025
NEOS Nasdaq 100 High Income ETF
7.18%
▲ 5.64%
5
Buy
Oct 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.5%
▲ 5.65%
3
Buy
Oct 27, 2025
Morgan Stanley Direct Lending Fund
1.2%
▼ 2.80%
1
Open
Oct 24, 2025
PIMCO Dynamic Income Opportunities
▲ 6.08%
4
Close
Oct 23, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
3.57%
▲ 8.67%
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
2.24%
▲ 8.32%
2
Buy
Oct 23, 2025