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New Portfolio Nov 2024 - New Portfolio

Income Base

New Portfolio Nov 2024
Individual Investor
Ranked #531,435 out of 808,802 TipRanks' Investors
Success Rate
50%
7 out of 14
profitable transactions
Average Return
-2.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.07%
6-Month Return▼ 10.16%
12-Month Return-
YTD Return▼ 1.20%
Total Return▼ 3.62%

Best Trade

Opened at
Closed at-
Gain▲ 67.06%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.54%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 11.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.44%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.96%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.48%
May 2025
▲ 6.24%
▲ 5.14%
▼ 0.13%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.85%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.54%
▲ 6.03%▲ 2.69%▲ 11.19%
▼ 12.86%▼ 1.27%▼ 0.44%
▼ 1.80%▼ 5.57%▼ 9.96%
▲ 1.84%▼ 0.87%▼ 3.03%
▲ 12.20%▲ 6.28%▼ 0.48%
▲ 6.24%▲ 5.14%▼ 0.13%
▲ 14.83%▲ 1.65%▲ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
8.8%
▲ 9.45%
2
Buy
Dec 02, 2024
Merck & Company
7.29%
▼ 17.31%
2
Buy
Dec 02, 2024
KinderCare Learning Companies Inc
2.45%
▼ 57.33%
2
Buy
Dec 02, 2024
Dexcom
12.02%
▲ 20.66%
1
Open
Nov 02, 2024
Walmart
22.77%
▲ 16.18%
1
Open
Nov 02, 2024
HF Sinclair Corporation
4.69%
▲ 16.84%
1
Open
Nov 02, 2024
PepsiCo
13%
▼ 10.06%
1
Open
Nov 02, 2024
Pfizer
3.51%
▼ 6.85%
1
Open
Nov 02, 2024
Senseonics Holdings
10.06%
▲ 67.06%
1
Open
Nov 02, 2024
Johnson & Johnson
11.65%
▲ 5.55%
1
Open
Nov 02, 2024
Devon Energy
3.75%
▼ 14.53%
1
Open
Nov 02, 2024