New Portfolio Jan 2024 - New Portfolio

ExEs Aless

New Portfolio Jan 2024
Individual Investor
Ranked #107,714 out of 748,869 TipRanks' Investors
Success Rate
92%
12 out of 13
profitable transactions
Average Return
15.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.84%
6-Month Return▲ 32.91%
12-Month Return-
YTD Return▲ 32.91%
Total Return▲ 32.91%

Best Trade

Opened at
Closed at-
Gain▲ 62.19%

Bio

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.27%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.29%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.52%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 16.43%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%▲ 0.50%
▲ 14.08%▲ 5.22%▲ 11.27%
▲ 5.05%▲ 3.27%▲ 3.29%
▼ 12.40%▼ 4.03%▼ 5.14%
▲ 11.46%▲ 5.06%▲ 9.12%
▼ 2.25%▲ 3.53%▼ 4.52%
▲ 24.77%▼ 1.07%▲ 16.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
7.69%
▲ 62.19%
1
Open
Jan 27, 2024
Apple
7.69%
▲ 13.57%
1
Open
Jan 26, 2024
Microsoft
7.69%
▲ 5.67%
1
Open
Jan 26, 2024
Invesco QQQ Trust
7.69%
▲ 9.56%
1
Open
Jan 26, 2024
Tesla
7.69%
▲ 19.95%
1
Open
Jan 26, 2024
American Express
7.69%
▲ 22.82%
1
Open
Jan 26, 2024
Bank of America
7.69%
▲ 26.29%
1
Open
Jan 26, 2024
Chevron
7.69%
▲ 8.07%
1
Open
Jan 26, 2024
Kraft Heinz
7.69%
▼ 8.26%
1
Open
Jan 26, 2024
Coca-Cola
7.69%
▲ 14.72%
1
Open
Jan 26, 2024
Moody's
7.69%
▲ 15.78%
1
Open
Jan 26, 2024
Occidental Petroleum
7.69%
▲ 4.43%
1
Open
Jan 26, 2024
US Bancorp
7.69%
▲ 9.18%
1
Open
Jan 26, 2024