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New Portfolio Nov 2024 - New Portfolio

99D9552F

New Portfolio Nov 2024
Individual Investor
Ranked #452,395 out of 832,415 TipRanks' Investors
Success Rate
52%
66 out of 128
profitable transactions
Average Return
3.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.89%
6-Month Return▲ 11.05%
12-Month Return▲ 12.85%
YTD Return▲ 17.19%
Total Return▲ 14.05%

Best Trade

Opened at
Closed at-
Gain▲ 81.96%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.22%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.67%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.81%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.00%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.56%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.48%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.30%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.22%
▲ 9.25%▲ 5.14%▲ 2.67%
▲ 7.60%▲ 2.30%▲ 3.14%
▲ 2.76%▲ 2.05%▲ 0.81%
▲ 12.88%▲ 3.56%▲ 2.00%
▲ 10.96%▲ 2.38%▲ 2.56%
▼ 3.44%▲ 0.19%▲ 1.48%
▼ 0.68%▼ 0.24%▼ 1.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Strategy
▼ 10.96%
4
Close
Dec 18, 2024
EasyJet
▲ 0.58%
4
Close
Dec 18, 2024
Boeing
▲ 5.84%
3
Close
Dec 18, 2024
Barclays
▲ 0.69%
4
Close
Dec 18, 2024
Costco
▼ 2.69%
3
Close
Dec 18, 2024
ServiceNow
▼ 6.10%
2
Close
Dec 18, 2024
Banco Santander
▼ 3.99%
2
Close
Dec 18, 2024
Spotify
▼ 7.48%
2
Close
Dec 18, 2024
Mondelez International
▼ 2.39%
2
Close
Dec 18, 2024
Clarkson
▼ 1.14%
2
Close
Dec 18, 2024
Rolls-Royce Holdings
▲ 1.00%
2
Close
Dec 18, 2024
Apple
▲ 2.19%
5
Close
Dec 16, 2024
JPMorgan Chase
▼ 1.63%
7
Close
Dec 16, 2024
Ferrari
▼ 2.04%
5
Close
Dec 16, 2024
ARM Holdings PLC ADR
▼ 0.81%
5
Close
Dec 16, 2024
Lockheed Martin
▼ 3.07%
4
Close
Dec 16, 2024
B&M European Value Retail SA
▼ 0.31%
4
Close
Dec 16, 2024
HSBC Holdings
▲ 1.97%
4
Close
Dec 16, 2024
Ford Motor
▼ 5.76%
2
Close
Dec 16, 2024
Honda Motor Company
▼ 4.21%
2
Close
Dec 16, 2024