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New Portfolio Nov 2024 - New Portfolio

Income Base

New Portfolio Nov 2024
Individual Investor
Ranked #413,383 out of 788,174 TipRanks' Investors
Success Rate
43%
6 out of 14
profitable transactions
Average Return
15.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.87%
6-Month Return-
12-Month Return-
YTD Return▲ 12.61%
Total Return▲ 9.67%

Best Trade

Opened at
Closed at-
Gain▲ 223.44%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 1.14%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.71%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.55%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.86%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%▲ 1.14%
▲ 5.97%▼ 2.41%▼ 3.71%
▲ 5.25%▲ 2.69%▲ 10.55%
▼ 9.08%▲ 1.42%▲ 1.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
7.51%
▲ 5.26%
2
Buy
Dec 02, 2024
Merck & Company
7.2%
▼ 12.70%
2
Buy
Dec 02, 2024
KinderCare Learning Companies Inc
4.44%
▼ 9.22%
2
Buy
Dec 02, 2024
Dexcom
11.43%
▲ 28.18%
1
Open
Nov 02, 2024
Walmart
20.43%
▲ 18.16%
1
Open
Nov 02, 2024
HF Sinclair Corporation
3.5%
▼ 2.90%
1
Open
Nov 02, 2024
PepsiCo
12.35%
▼ 9.60%
1
Open
Nov 02, 2024
Pfizer
3.38%
▼ 3.68%
1
Open
Nov 02, 2024
Senseonics Holdings
15.46%
▲ 223.44%
1
Open
Nov 02, 2024
Johnson & Johnson
10.44%
▲ 2.53%
1
Open
Nov 02, 2024
Devon Energy
3.86%
▼ 0.89%
1
Open
Nov 02, 2024