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New Portfolio Oct 2024 - New Portfolio

Ruben

New Portfolio Oct 2024
Individual Investor
Ranked #394,527 out of 834,064 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
10.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.57%
6-Month Return▲ 9.41%
12-Month Return▲ 10.73%
YTD Return▲ 10.90%
Total Return▲ 10.95%

Best Trade

Opened at
Closed at-
Gain▲ 42.42%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 4.09%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.77%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 2.07%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.32%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.66%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 1.57%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 4.09%
▲ 9.25%▲ 5.14%▲ 3.77%
▲ 7.60%▲ 2.30%▲ 1.17%
▲ 2.76%▲ 2.05%▲ 5.80%
▲ 12.88%▲ 3.56%▼ 2.07%
▲ 10.96%▲ 2.38%▼ 0.32%
▼ 3.57%▲ 0.19%▲ 2.66%
▲ 1.61%▲ 1.31%▲ 1.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 42.42%
1
Open
Oct 29, 2024
Bank of America
12.5%
▲ 35.88%
1
Open
Oct 29, 2024
Chevron
12.5%
▲ 6.77%
1
Open
Oct 29, 2024
Kraft Heinz
12.5%
▼ 25.58%
1
Open
Oct 29, 2024
Coca-Cola
12.5%
▲ 10.55%
1
Open
Oct 29, 2024
Moody's
12.5%
▲ 13.99%
1
Open
Oct 29, 2024
Occidental Petroleum
12.5%
▼ 18.31%
1
Open
Oct 29, 2024
US Bancorp
12.5%
▲ 19.17%
1
Open
Oct 29, 2024