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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #92,548 out of 818,989 TipRanks' Investors
Success Rate
73%
75 out of 103
profitable transactions
Average Return
13.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.03%
6-Month Return▲ 21.19%
12-Month Return-
YTD Return▲ 23.93%
Total Return▲ 26.57%

Best Trade

Opened at
Closed at-
Gain▲ 104.20%

Bio

My Portfolio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.45%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.78%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.32%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 0.89%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.01%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 4.34%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 2.45%
▲ 1.84%▼ 0.87%▲ 0.28%
▲ 12.20%▲ 6.28%▲ 3.78%
▲ 6.24%▲ 5.14%▲ 6.32%
▲ 27.91%▲ 2.30%▲ 0.89%
▲ 4.87%▲ 2.05%▲ 5.01%
▲ 8.21%▲ 2.19%▲ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carrier Global
2.41%
▼ 7.18%
3
Buy
Sep 05, 2025
Applied Materials
▼ 13.03%
4
Close
Aug 15, 2025
Snowflake
1.82%
▲ 11.57%
1
Open
Aug 15, 2025
NICE
▼ 28.86%
2
Close
Aug 14, 2025
United Parcel
▼ 24.83%
3
Close
Aug 11, 2025
Wix
▼ 20.23%
3
Close
Aug 11, 2025
Vertiv Holdings
1.58%
▲ 1.55%
1
Open
Aug 11, 2025
Meta Platforms
1.74%
▲ 1.88%
1
Open
Aug 11, 2025
Take-Two
2.23%
▲ 24.89%
3
Buy
Aug 08, 2025
Amazon
5.16%
▲ 9.58%
3
Buy
Aug 05, 2025
DuPont de Nemours
2.56%
▲ 6.19%
4
Buy
Aug 05, 2025
Coca-Cola
2.22%
▲ 8.50%
7
Open
Jul 31, 2025
Corning
2.96%
▲ 20.70%
4
Open
Jul 31, 2025
Micron
3.14%
▲ 56.34%
3
Buy
Jul 31, 2025
Carnival
1.75%
▲ 5.64%
2
Buy
Jul 25, 2025
Lear
1.2%
▲ 5.62%
2
Buy
Jul 25, 2025
CVS Health
2.21%
▲ 20.32%
2
Buy
Jul 23, 2025
Union Pacific
1.97%
▼ 4.01%
1
Open
Jul 23, 2025
Kinetik
1.31%
▲ 9.37%
1
Open
Jul 21, 2025
PayPal Holdings
▼ 0.69%
4
Close
Jul 08, 2025