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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #183,752 out of 812,326 TipRanks' Investors
Success Rate
65%
63 out of 97
profitable transactions
Average Return
6.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.09%
6-Month Return▲ 9.05%
12-Month Return-
YTD Return▲ 13.47%
Total Return▲ 15.88%

Best Trade

Opened at
Closed at-
Gain▲ 79.10%

Bio

My Portfolio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 4.26%
Jan 2025
▼ 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
▲ 27.87%
▲ 2.30%
▲ 0.89%
Jul 2025
▲ 1.33%
▲ 0.03%
▲ 0.32%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 4.26%
▼ 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%
▲ 27.87%▲ 2.30%▲ 0.89%
▲ 1.33%▲ 0.03%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Take-Two
2.07%
▲ 22.33%
3
Buy
Aug 08, 2025
Amazon
5.3%
▲ 5.74%
3
Buy
Aug 05, 2025
DuPont de Nemours
2.46%
▼ 4.13%
4
Buy
Aug 05, 2025
Coca-Cola
2.51%
▲ 9.52%
7
Open
Jul 31, 2025
Corning
2.61%
▲ 8.69%
4
Open
Jul 31, 2025
Micron
2.36%
▲ 3.56%
3
Buy
Jul 31, 2025
Applied Materials
3.08%
▼ 1.52%
3
Buy
Jul 31, 2025
Wix
1.85%
▼ 7.75%
2
Buy
Jul 31, 2025
Carrier Global
2.04%
▼ 3.29%
1
Open
Jul 31, 2025
Carnival
1.69%
▼ 2.55%
2
Buy
Jul 25, 2025
Lear
1.14%
▼ 6.19%
2
Buy
Jul 25, 2025
United Parcel
1.79%
▼ 24.67%
2
Buy
Jul 23, 2025
CVS Health
2.08%
▲ 2.79%
2
Buy
Jul 23, 2025
Union Pacific
2.12%
▼ 3.61%
1
Open
Jul 23, 2025
Kinetik
1.31%
▲ 2.83%
1
Open
Jul 21, 2025
PayPal Holdings
▼ 0.69%
4
Close
Jul 08, 2025
Nvidia
7.25%
▲ 22.00%
2
Buy
Jul 08, 2025
DraftKings
1.7%
▲ 6.75%
1
Open
Jul 08, 2025
Alcoa
1.8%
▼ 1.34%
1
Open
Jul 08, 2025
Welltower
3.47%
▲ 19.06%
2
Buy
Jul 07, 2025