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New Portfolio Nov 2024 - New Portfolio

Income Base

New Portfolio Nov 2024
Individual Investor
Ranked #437,450 out of 781,066 TipRanks' Investors
Success Rate
29%
4 out of 14
profitable transactions
Average Return
9.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.72%
6-Month Return-
12-Month Return-
YTD Return▲ 9.97%
Total Return▲ 7.29%

Best Trade

Opened at
Closed at-
Gain▲ 151.34%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.54%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 9.97%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 1.14%
▲ 5.93%▼ 2.41%▼ 3.54%
▲ 9.79%▲ 0.95%▲ 9.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
7.79%
▲ 1.62%
2
Buy
Dec 02, 2024
Merck & Company
8.17%
▼ 2.50%
2
Buy
Dec 02, 2024
KinderCare Learning Companies Inc
4.7%
▼ 12.49%
2
Buy
Dec 02, 2024
Dexcom
11.26%
▲ 21.06%
1
Open
Nov 02, 2024
Walmart
20.56%
▲ 11.76%
1
Open
Nov 02, 2024
HF Sinclair Corporation
3.64%
▼ 5.76%
1
Open
Nov 02, 2024
PepsiCo
12.37%
▼ 10.12%
1
Open
Nov 02, 2024
Pfizer
3.51%
▼ 3.79%
1
Open
Nov 02, 2024
Senseonics Holdings
14.15%
▲ 151.34%
1
Open
Nov 02, 2024
Johnson & Johnson
9.81%
▼ 6.34%
1
Open
Nov 02, 2024
Devon Energy
4.05%
▼ 2.43%
1
Open
Nov 02, 2024