New Portfolio Feb 2024 - New Portfolio

Penny Lane

New Portfolio Feb 2024
Individual Investor
Ranked #262,973 out of 753,381 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
5.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.18%
6-Month Return▲ 2.69%
12-Month Return-
YTD Return▲ 4.78%
Total Return▲ 4.78%

Best Trade

Opened at
Closed at
Gain▲ 19.27%

Bio

(https://www.pennylanefinancial.com/) Looking for a financial services firm that can meet all your financial needs in one place? Look no further than Penny Lane Financial.

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.13%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.24%
Jul 2024
▼ 2.89%
▲ 2.06%
▼ 2.80%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 1.94%
▲ 5.05%▲ 3.27%▲ 9.75%
▼ 12.40%▼ 4.03%▲ 0.13%
▲ 11.46%▲ 5.06%▼ 1.98%
▼ 2.25%▲ 3.53%▼ 2.06%
▲ 25.76%▲ 1.21%▲ 0.24%
▼ 2.89%▲ 2.06%▼ 2.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pioneer Natural
▲ 19.27%
2
Close
May 02, 2024
BP
14.29%
▼ 0.58%
1
Open
Feb 01, 2024
Conocophillips
14.29%
▲ 2.11%
1
Open
Feb 01, 2024
Chevron
14.29%
▲ 3.07%
1
Open
Feb 01, 2024
Occidental Petroleum
14.29%
▲ 0.59%
1
Open
Feb 01, 2024
Schlumberger
14.29%
▼ 6.80%
1
Open
Feb 01, 2024
TotalEnergies
14.29%
▲ 8.75%
1
Open
Feb 01, 2024
Exxon Mobil
14.29%
▲ 16.52%
1
Open
Feb 01, 2024