New Portfolio Oct 2024 - New Portfolio

juan carlos

New Portfolio Oct 2024
Individual Investor
Ranked #321,965 out of 766,394 TipRanks' Investors
Success Rate
65%
11 out of 17
profitable transactions
Average Return
4.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.87%
6-Month Return-
12-Month Return-
YTD Return▲ 4.87%
Total Return▲ 4.87%

Best Trade

Opened at
Closed at-
Gain▲ 40.29%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.53%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 7.59%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 6.02%▼ 0.89%▼ 2.53%
▲ 22.71%▲ 5.30%▲ 7.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
16.9%
▼ 4.83%
1
Open
Oct 22, 2024
Communication Services Select Sector SPDR Fund
1.17%
▲ 6.29%
1
Open
Oct 22, 2024
Uber Technologies
0.04%
▼ 10.89%
1
Open
Oct 22, 2024
Taiwan Semiconductor Manufacturing
0.5%
▼ 2.23%
1
Open
Oct 22, 2024
Palantir Technologies
0.38%
▲ 40.29%
1
Open
Oct 22, 2024
Nvidia
19.37%
▲ 1.16%
1
Open
Oct 22, 2024
Netflix
3.46%
▲ 5.39%
1
Open
Oct 22, 2024
Financial Select Sector SPDR Fund
1.2%
▲ 5.81%
1
Open
Oct 22, 2024
Microsoft
12.75%
▼ 2.22%
1
Open
Oct 22, 2024
Alphabet Class A
11.31%
▲ 9.21%
1
Open
Oct 22, 2024
Alphabet Class C
0.04%
▲ 9.08%
1
Open
Oct 22, 2024
Salesforce
0.69%
▲ 18.52%
1
Open
Oct 22, 2024
Broadcom
0.53%
▼ 0.26%
1
Open
Oct 22, 2024
Amazon
12.6%
▲ 9.04%
1
Open
Oct 22, 2024
Advanced Micro Devices
0.29%
▼ 4.37%
1
Open
Oct 22, 2024
Meta Platforms
17.63%
▲ 0.20%
1
Open
Oct 22, 2024
Technology Select Sector SPDR Fund
1.14%
▲ 1.77%
1
Open
Oct 22, 2024