New Portfolio Oct 2024 - New Portfolio

6d62@protonmail.ch

New Portfolio Oct 2024
Individual Investor
Ranked #165,878 out of 766,394 TipRanks' Investors
Success Rate
72%
31 out of 43
profitable transactions
Average Return
6.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.72%
6-Month Return-
12-Month Return-
YTD Return▲ 6.72%
Total Return▲ 6.72%

Best Trade

Opened at
Closed at-
Gain▲ 36.73%

Bio

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

Performance

25.72%0-25.72%
▼ 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
▲ 6.02%
▼ 0.89%
▼ 1.22%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 8.04%
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%
▲ 6.02%▼ 0.89%▼ 1.22%
▲ 22.71%▲ 5.30%▲ 8.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
Booz Allen
▲ 11.89%
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
Kinder Morgan
▲ 10.58%
2
Close
Nov 10, 2024
LandBridge Company LLC Class A
▲ 22.88%
2
Close
Nov 10, 2024
Moog
▲ 14.09%
2
Close
Nov 10, 2024
Nasdaq
▲ 6.34%
2
Close
Nov 10, 2024
Targa Resources
▲ 20.33%
2
Close
Nov 10, 2024
Teledyne Technologies
▲ 8.35%
2
Close
Nov 10, 2024
Tradeweb Markets
▼ 2.62%
2
Close
Nov 10, 2024