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New Portfolio - New Portfolio

Feuilletin

New Portfolio
Individual Investor
Ranked #208,187 out of 770,014 TipRanks' Investors
Success Rate
59%
108 out of 183
profitable transactions
Average Return
8.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.39%
6-Month Return▲ 9.67%
12-Month Return▲ 22.62%
YTD Return▲ 15.61%
Total Return▲ 16.13%

Best Trade

Opened at
Closed at
Gain▲ 135.39%

Bio

Just my Portfolio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 1.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.76%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.80%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.65%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 1.16%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.89%
▲ 11.46%▲ 5.06%▲ 4.76%
▼ 2.25%▲ 3.53%▼ 0.76%
▲ 25.72%▲ 1.21%▲ 2.80%
▼ 4.22%▲ 2.34%▲ 3.31%
▲ 7.82%▲ 2.10%▲ 1.65%
▲ 5.70%▼ 0.89%▼ 1.95%
▲ 31.73%▲ 4.73%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
▲ 73.43%
3
Close
Nov 16, 2024
Hermes International
▼ 11.72%
2
Close
Nov 16, 2024
Synopsys
▼ 9.69%
2
Close
Nov 16, 2024
Target
▲ 4.31%
7
Close
Aug 26, 2024
Best Buy Co
▲ 33.31%
6
Close
Aug 26, 2024
Digital Realty
▲ 46.65%
7
Close
Aug 26, 2024
Novo Nordisk
▲ 0.74%
2
Close
Aug 26, 2024
W. P. Carey Inc.
▼ 9.98%
5
Close
May 15, 2024
Johnson & Johnson
▼ 0.98%
6
Close
May 15, 2024
NextEra Energy
▲ 3.02%
5
Close
May 15, 2024
Leggett & Platt
▼ 59.02%
2
Close
May 15, 2024
Stellantis
0.17%
▼ 42.27%
1
Open
May 15, 2024
LVMH Moet Hennessy Louis Vuitton
0.19%
▼ 24.90%
1
Open
May 15, 2024
ASML Holding
0.19%
▼ 26.87%
1
Open
May 15, 2024
Oneok
0.48%
▲ 100.11%
4
Buy
Feb 05, 2024
Rio Tinto
0.34%
▲ 15.96%
5
Buy
Feb 05, 2024
Altria Group
0.56%
▲ 50.87%
5
Buy
Feb 05, 2024
Arbor Realty
0.43%
▲ 25.93%
4
Buy
Feb 05, 2024
PepsiCo
▼ 2.33%
5
Close
Nov 13, 2023
Union Pacific
▲ 3.01%
5
Close
Nov 13, 2023