New Portfolio Nov 2024 - New Portfolio

Income Base

New Portfolio Nov 2024
Individual Investor
Ranked #441,347 out of 766,394 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-0.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.16%
6-Month Return-
12-Month Return-
YTD Return▼ 0.16%
Total Return▼ 0.16%

Best Trade

Opened at
Closed at-
Gain▲ 8.77%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 6.02%
▼ 0.89%
Oct 2024
▲ 22.71%
▲ 5.30%
▼ 0.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 6.02%▼ 0.89%
▲ 22.71%▲ 5.30%▼ 0.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dexcom
11.57%
▲ 0.88%
1
Open
Nov 02, 2024
Shell
8.93%
▼ 1.33%
1
Open
Nov 02, 2024
Merck & Company
9.59%
▼ 1.12%
1
Open
Nov 02, 2024
Walmart
22.16%
▲ 2.13%
1
Open
Nov 02, 2024
HF Sinclair Corporation
4.91%
▲ 8.77%
1
Open
Nov 02, 2024
PepsiCo
15.99%
▼ 1.25%
1
Open
Nov 02, 2024
Pfizer
4.08%
▼ 4.01%
1
Open
Nov 02, 2024
Senseonics Holdings
6.13%
▼ 4.15%
1
Open
Nov 02, 2024
Johnson & Johnson
11.88%
▼ 2.02%
1
Open
Nov 02, 2024
Devon Energy
4.77%
▼ 0.49%
1
Open
Nov 02, 2024