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New Portfolio Nov 2024 - New Portfolio

PerformancePortfolio Details

desiredco17@gmail.com

New Portfolio Nov 2024
Individual Investor
Ranked #276,193 out of 859,299 TipRanks' Investors
Success Rate
85%
11 out of 13
profitable transactions
Average Return
18.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 8.74%
12-Month Return▲ 33.91%
YTD Return▲ 3.07%
Total Return▲ 21.44%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 46.23%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.87%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.26%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.78%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.50%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.71%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.43%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 3.75%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.87%
▲ 10.96%▲ 2.38%▲ 1.53%
▼ 3.68%▲ 0.19%▲ 0.26%
▼ 0.10%▲ 0.08%▲ 0.78%
▲ 4.06%▲ 1.47%▲ 1.50%
▼ 1.12%▼ 0.86%▼ 0.71%
▲ 0.60%▼ 4.94%▼ 1.43%
▲ 12.62%▲ 7.63%▲ 3.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
7.69%
▲ 20.80%
1
Open
Nov 02, 2024
AXP
American Express
7.69%
▲ 23.76%
1
Open
Nov 02, 2024
BAC
Bank of America
7.69%
▲ 35.99%
1
Open
Nov 02, 2024
CVX
Chevron
7.69%
▲ 28.19%
1
Open
Nov 02, 2024
KHC
Kraft Heinz
7.69%
▼ 28.04%
1
Open
Nov 02, 2024
KO
Coca-Cola
7.69%
▲ 20.81%
1
Open
Nov 02, 2024
MCO
Moody's
7.69%
▼ 1.40%
1
Open
Nov 02, 2024
MSFT
Microsoft
7.69%
▲ 1.62%
1
Open
Nov 02, 2024
NVDA
Nvidia
7.69%
▲ 46.23%
1
Open
Nov 02, 2024
OXY
Occidental Petroleum
7.69%
▲ 13.91%
1
Open
Nov 02, 2024
QQQ
Invesco QQQ Trust
7.69%
▲ 32.19%
1
Open
Nov 02, 2024
SPY
SPDR S&P 500 ETF Trust
7.69%
▲ 25.04%
1
Open
Nov 02, 2024
USB
US Bancorp
7.69%
▲ 27.33%
1
Open
Nov 02, 2024