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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #142,628 out of 802,721 TipRanks' Investors
Success Rate
72%
39 out of 54
profitable transactions
Average Return
6.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.84%
6-Month Return▲ 3.17%
12-Month Return-
YTD Return▲ 7.49%
Total Return▲ 9.78%

Best Trade

Opened at
Closed at-
Gain▲ 55.61%

Bio

My Portfolio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.73%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.02%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.39%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.45%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.27%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.75%
May 2025
▲ 1.60%
▲ 1.65%
▲ 1.99%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 7.73%
▲ 5.43%▼ 2.41%▼ 2.02%
▲ 5.99%▲ 2.69%▲ 4.26%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 2.45%
▲ 1.76%▼ 0.87%▲ 0.27%
▲ 12.21%▲ 6.28%▲ 3.75%
▲ 1.60%▲ 1.65%▲ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
6.51%
▼ 12.60%
3
Buy
May 16, 2025
CVS Health
2.41%
▲ 1.68%
1
Open
May 16, 2025
YieldMax AMZN Option Income Strategy ETF
4.5%
▲ 3.52%
3
Buy
May 13, 2025
Coca-Cola
0%
▲ 11.92%
5
Sell
Apr 15, 2025
SPDR Gold Shares
7.7%
▲ 15.32%
2
Buy
Apr 02, 2025
Wynn Resorts
▼ 11.93%
2
Close
Mar 04, 2025
Ionis Pharmaceuticals
▼ 17.84%
2
Close
Mar 03, 2025
Chord Energy
▼ 17.49%
2
Close
Mar 03, 2025
Advanced Micro Devices
▼ 37.02%
2
Close
Mar 03, 2025
Silgan Holdings
3.08%
▲ 0.86%
2
Buy
Jan 30, 2025
Amazon
7.01%
▲ 1.86%
2
Buy
Jan 22, 2025
Take-Two
2.94%
▲ 25.70%
1
Open
Jan 21, 2025
AT&T
3.54%
▲ 26.18%
1
Open
Jan 21, 2025
United Parcel
2.48%
▼ 23.76%
1
Open
Jan 21, 2025
Welltower
3.51%
▲ 16.60%
1
Open
Jan 21, 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
Micron
2.06%
▲ 4.76%
1
Open
Dec 18, 2024