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New Portfolio Oct 2024 - New Portfolio

6d62@protonmail.ch

New Portfolio Oct 2024
Individual Investor
Ranked #131,912 out of 793,549 TipRanks' Investors
Success Rate
70%
41 out of 59
profitable transactions
Average Return
5.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.32%
6-Month Return-
12-Month Return-
YTD Return▼ 1.30%
Total Return▼ 3.15%

Best Trade

Opened at
Closed at
Gain▲ 112.86%

Bio

"moat" focus 1. energy 2. finance - excl insurance 3. defense

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.62%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 12.50%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 11.44%
Feb 2025
▲ 5.30%
▼ 4.02%
▲ 5.32%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 1.29%
▲ 26.01%▲ 5.96%▲ 13.62%
▲ 5.34%▼ 2.41%▼ 12.50%
▲ 5.88%▲ 2.69%▲ 5.82%
▼ 12.86%▼ 1.27%▼ 11.44%
▲ 5.30%▼ 4.02%▲ 5.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
▼ 2.97%
4
Close
Dec 30, 2024
Chevron
▼ 0.60%
4
Close
Dec 30, 2024
Marketaxess Holdings
▼ 21.78%
2
Close
Dec 30, 2024
Lennar
▼ 8.64%
4
Close
Dec 30, 2024
Applied Materials
▲ 1.41%
4
Close
Dec 30, 2024
Advanced Micro Devices
▼ 6.44%
2
Close
Dec 30, 2024
AeroVironment
▼ 3.27%
2
Close
Dec 30, 2024
Booz Allen
100%
▼ 2.14%
5
Open
Dec 08, 2024
Moody's
▲ 2.01%
2
Close
Dec 01, 2024
Rocket Lab USA
▲ 112.86%
2
Close
Dec 01, 2024
Apple
▲ 6.85%
2
Close
Dec 01, 2024
Argan
▲ 22.29%
2
Close
Nov 24, 2024
Cheniere Energy
▲ 20.07%
2
Close
Nov 24, 2024
Conocophillips
▲ 1.11%
2
Close
Nov 24, 2024
Intercontinental Exchange
▼ 4.32%
2
Close
Nov 24, 2024
KKR & Co
▲ 13.83%
2
Close
Nov 24, 2024
Leonardo Drs
▲ 23.43%
2
Close
Nov 24, 2024
Marex Group plc
▲ 13.76%
2
Close
Nov 24, 2024
Pembina Pipeline
▼ 3.32%
2
Close
Nov 24, 2024
RTX
▼ 5.27%
2
Close
Nov 24, 2024