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New Portfolio Oct 2024 - New Portfolio

PATRICE GUYOT

New Portfolio Oct 2024
Individual Investor
Ranked #221,092 out of 848,603 TipRanks' Investors
Success Rate
67%
69 out of 103
profitable transactions
Average Return
5.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.24%
6-Month Return▲ 10.41%
12-Month Return▲ 5.53%
YTD Return▲ 3.58%
Total Return▼ 2.19%

Best Trade

Opened at
Closed at-
Gain▲ 102.17%

Bio

Dividends oriented portfolio

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.41%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 3.58%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▲ 1.57%
▼ 0.10%▲ 0.08%▼ 0.41%
▲ 3.08%▲ 1.94%▲ 3.58%

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
3.95%
▲ 9.88%
10
Buy
Nov 18, 2025
Nebius Group
1.28%
▲ 16.45%
1
Open
Nov 18, 2025
CoreWeave
1.33%
▲ 16.80%
1
Open
Nov 18, 2025
TappAlpha SPY Growth & Daily Income ETF
1.16%
▲ 2.17%
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
3.87%
▲ 4.54%
2
Buy
Oct 28, 2025
NEOS Nasdaq 100 High Income ETF
6.98%
▲ 6.11%
5
Buy
Oct 28, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
3.43%
▲ 5.68%
3
Buy
Oct 27, 2025
Morgan Stanley Direct Lending Fund
1.15%
▼ 4.90%
1
Open
Oct 24, 2025
PIMCO Dynamic Income Opportunities
▲ 6.09%
4
Close
Oct 23, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
3.49%
▲ 9.53%
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
2.22%
▲ 9.36%
2
Buy
Oct 23, 2025