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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #321,366 out of 796,015 TipRanks' Investors
Success Rate
50%
25 out of 50
profitable transactions
Average Return
2.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.00%
6-Month Return-
12-Month Return-
YTD Return▲ 0.21%
Total Return▲ 2.35%

Best Trade

Opened at
Closed at-
Gain▲ 58.50%

Bio

My Portfolio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.24%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.73%
Nov 2024
▲ 5.34%
▼ 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
▼ 6.01%
▼ 3.62%
▼ 1.08%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.24%
▲ 25.98%▲ 5.96%▲ 7.73%
▲ 5.34%▼ 2.41%▼ 2.02%
▲ 5.99%▲ 2.69%▲ 4.26%
▼ 12.86%▼ 1.27%▼ 0.39%
▼ 1.80%▼ 5.57%▼ 2.45%
▼ 6.01%▼ 3.62%▼ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
0%
▲ 12.72%
5
Sell
Apr 15, 2025
SPDR Gold Shares
9.06%
▲ 12.52%
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
3.36%
▼ 9.12%
2
Buy
Jan 30, 2025
Amazon
7.11%
▼ 14.34%
2
Buy
Jan 22, 2025
Take-Two
3.27%
▲ 15.91%
1
Open
Jan 21, 2025
AT&T
4.19%
▲ 23.57%
1
Open
Jan 21, 2025
United Parcel
2.94%
▼ 26.33%
1
Open
Jan 21, 2025
Welltower
4.02%
▲ 10.16%
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
YieldMax AMZN Option Income Strategy ETF
2.84%
▼ 10.25%
2
Buy
Jan 09, 2025
UnitedHealth
2.66%
▲ 17.28%
1
Open
Dec 18, 2024
Micron
1.62%
▼ 31.45%
1
Open
Dec 18, 2024
United Airlines Holdings
▲ 33.85%
3
Close
Dec 04, 2024