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New Portfolio Oct 2024 - New Portfolio

6d62@protonmail.ch

New Portfolio Oct 2024
Individual Investor
Ranked #103,965 out of 769,291 TipRanks' Investors
Success Rate
77%
40 out of 52
profitable transactions
Average Return
7.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.73%
6-Month Return-
12-Month Return-
YTD Return▲ 10.27%
Total Return▲ 10.27%

Best Trade

Opened at
Closed at-
Gain▲ 107.31%

Bio

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

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.34%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 11.77%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 1.34%
▲ 37.60%▲ 4.40%▲ 11.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Booz Allen
4.55%
▲ 9.27%
3
Open
Nov 18, 2024
Chevron
▲ 7.73%
2
Close
Nov 18, 2024
CME Group
▼ 0.33%
2
Close
Nov 18, 2024
Donaldson Company
▲ 0.48%
2
Close
Nov 18, 2024
DT Midstream
▲ 17.09%
2
Close
Nov 18, 2024
Hess
▲ 3.44%
2
Close
Nov 18, 2024
Applied Materials
4.55%
▲ 3.18%
1
Open
Nov 18, 2024
ASML Holding
4.55%
▲ 1.04%
1
Open
Nov 18, 2024
Exxon Mobil
▲ 0.38%
2
Close
Nov 10, 2024
Antero Midstream
▲ 4.52%
2
Close
Nov 10, 2024
Amazon
▲ 9.44%
2
Close
Nov 10, 2024
Ares Management
▲ 0.88%
2
Close
Nov 10, 2024
Blue Owl Capital
▼ 1.95%
2
Close
Nov 10, 2024
Cloudflare
▲ 2.68%
2
Close
Nov 10, 2024
Dorian LPG
▼ 15.35%
2
Close
Nov 10, 2024
Enbridge
▲ 1.91%
2
Close
Nov 10, 2024
EnLink Midstream
▲ 5.97%
2
Close
Nov 10, 2024
Flowserve
▲ 12.18%
2
Close
Nov 10, 2024
Honeywell International
▲ 1.45%
2
Close
Nov 10, 2024
JPMorgan Chase & Co.
▲ 6.18%
2
Close
Nov 10, 2024