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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #222,981 out of 783,619 TipRanks' Investors
Success Rate
67%
32 out of 48
profitable transactions
Average Return
5.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.46%
6-Month Return-
12-Month Return-
YTD Return▲ 4.46%
Total Return▲ 7.40%

Best Trade

Opened at
Closed at
Gain▲ 54.84%

Bio

My Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.72%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.39%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.46%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%▼ 3.20%
▲ 26.04%▲ 5.96%▲ 7.72%
▲ 5.93%▼ 2.41%▼ 1.39%
▲ 3.19%▲ 2.68%▲ 4.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Silgan Holdings
3.19%
▲ 7.41%
2
Buy
Jan 30, 2025
Amazon
7.71%
▲ 11.91%
2
Buy
Jan 22, 2025
Take-Two
2.42%
▲ 3.29%
1
Open
Jan 21, 2025
AT&T
3.04%
▲ 6.80%
1
Open
Jan 21, 2025
United Parcel
2.91%
▼ 13.52%
1
Open
Jan 21, 2025
Welltower
3.12%
▲ 2.63%
1
Open
Jan 21, 2025
Coca-Cola
7.29%
▼ 0.82%
4
Buy
Jan 10, 2025
Chart Industries
▲ 54.84%
4
Close
Jan 10, 2025
Edwards Lifesciences
▲ 4.48%
2
Close
Jan 10, 2025
Aptiv
▼ 17.29%
2
Close
Jan 10, 2025
Arista Networks
▲ 8.45%
3
Close
Jan 10, 2025
YieldMax AMZN Option Income Strategy ETF
3.09%
▲ 5.85%
2
Buy
Jan 09, 2025
UnitedHealth
2.07%
▲ 9.18%
1
Open
Dec 18, 2024
Micron
1.75%
▼ 10.86%
1
Open
Dec 18, 2024
United Airlines Holdings
▲ 33.85%
3
Close
Dec 04, 2024
Marvell
▲ 47.97%
3
Close
Dec 04, 2024
Gap Inc
▲ 15.56%
3
Close
Dec 04, 2024
Agnico Eagle
5.49%
▲ 18.79%
3
Buy
Dec 04, 2024
Eli Lilly & Co
3.12%
▼ 0.80%
1
Open
Dec 04, 2024
Ultragenyx Pharmaceutical
1.76%
▼ 7.88%
1
Open
Dec 04, 2024