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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #159,128 out of 826,835 TipRanks' Investors
Success Rate
65%
77 out of 118
profitable transactions
Average Return
14.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 24.79%
12-Month Return▲ 33.15%
YTD Return▲ 28.30%
Total Return▲ 31.04%

Best Trade

Opened at
Closed at-
Gain▲ 115.26%

Bio

My Portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.28%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.78%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.32%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.01%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.53%
Oct 2025
▼ 2.18%
▼ 1.00%
▼ 1.38%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.28%
▲ 11.63%▲ 6.28%▲ 3.78%
▲ 9.25%▲ 5.14%▲ 6.32%
▲ 7.60%▲ 2.30%▲ 0.89%
▲ 2.76%▲ 2.05%▲ 5.01%
▲ 12.88%▲ 3.56%▲ 4.79%
▲ 10.96%▲ 2.38%▲ 4.53%
▼ 2.18%▼ 1.00%▼ 1.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IonQ
0.11%
▼ 14.43%
1
Open
Oct 31, 2025
Oracle
1.7%
▼ 11.63%
1
Open
Oct 28, 2025
Agnico Eagle
0%
▲ 98.11%
4
Sell
Oct 27, 2025
Union Pacific
3.32%
▼ 1.27%
2
Buy
Oct 27, 2025
Quanta Services
1.5%
▼ 0.72%
1
Open
Oct 27, 2025
Eaton
1.81%
▲ 1.43%
1
Open
Oct 23, 2025
Reddit Inc Class A
1.28%
▼ 6.50%
1
Open
Oct 23, 2025
US Bancorp
0.64%
▼ 2.91%
1
Open
Oct 23, 2025
Marvell
0%
▲ 36.96%
5
Sell
Oct 22, 2025
Zillow Group Class A
0.96%
▼ 0.06%
1
Open
Oct 15, 2025
Microsoft
7.04%
▲ 14.70%
4
Buy
Oct 14, 2025
Flowserve
1.43%
▲ 35.67%
1
Open
Oct 14, 2025
AppLovin
2.08%
▲ 38.91%
3
Buy
Oct 09, 2025
Monday.com
1.32%
▲ 1.08%
1
Open
Oct 09, 2025
Carnival
2.5%
▼ 11.07%
3
Buy
Oct 03, 2025
DuPont de Nemours
1.29%
▲ 20.86%
5
Buy
Oct 03, 2025
Lear
▲ 0.84%
4
Close
Oct 02, 2025
CNH Industrial
1.87%
▼ 4.98%
1
Open
Oct 02, 2025
Carrier Global
2.09%
▼ 12.23%
3
Buy
Sep 05, 2025
Applied Materials
▼ 13.03%
4
Close
Aug 15, 2025