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New Portfolio Nov 2023 - New Portfolio

New Portfolio Nov 2023
Individual Investor
Ranked #227,814 out of 769,002 TipRanks' Investors
Success Rate
69%
11 out of 16
profitable transactions
Average Return
19.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.42%
6-Month Return▲ 4.16%
12-Month Return▲ 23.99%
YTD Return▲ 14.55%
Total Return▲ 24.41%

Best Trade

Opened at
Closed at-
Gain▲ 71.81%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.51%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.90%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.17%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.76%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.55%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.83%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.51%
▲ 11.46%▲ 5.06%▲ 6.90%
▼ 2.25%▲ 3.53%▼ 1.17%
▲ 25.72%▲ 1.21%▲ 3.76%
▼ 4.22%▲ 2.34%▲ 1.70%
▲ 7.82%▲ 2.10%▲ 3.55%
▲ 5.70%▼ 0.89%▼ 4.83%
▲ 23.63%▲ 3.84%▲ 0.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Yeti Holdings
6.25%
▼ 3.47%
1
Open
Feb 20, 2024
The Hershey Company
6.25%
▼ 8.14%
1
Open
Feb 20, 2024
Altria Group
6.25%
▲ 43.62%
1
Open
Dec 04, 2023
VICI Properties
6.25%
▲ 11.12%
1
Open
Dec 04, 2023
Texas Roadhouse
6.25%
▲ 71.81%
1
Open
Dec 04, 2023
LVMH Moet Hennessy Louis Vuitton SE
6.25%
▼ 19.08%
1
Open
Dec 04, 2023
Deere
6.25%
▲ 11.40%
1
Open
Dec 04, 2023
Bank of America
6.25%
▲ 60.17%
1
Open
Nov 27, 2023
T Rowe Price
6.25%
▲ 26.52%
1
Open
Nov 27, 2023
Crocs
6.25%
▲ 4.25%
1
Open
Nov 20, 2023
Enphase Energy
6.25%
▼ 35.65%
1
Open
Nov 20, 2023
Home Depot
6.25%
▲ 33.16%
1
Open
Nov 20, 2023
Meta Platforms
6.25%
▲ 66.85%
1
Open
Nov 20, 2023
Microsoft
6.25%
▲ 10.68%
1
Open
Nov 20, 2023
Pfizer
6.25%
▼ 11.72%
1
Open
Nov 20, 2023
Tesla
6.25%
▲ 45.17%
1
Open
Nov 20, 2023