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HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #473,711 out of 795,672 TipRanks' Investors
Success Rate
52%
44 out of 84
profitable transactions
Average Return
-0.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.85%
6-Month Return▼ 8.48%
12-Month Return-
YTD Return▼ 2.75%
Total Return▲ 4.74%

Best Trade

Opened at
Closed at-
Gain▲ 44.01%

Bio

To the Moon!

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.82%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.24%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 7.30%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.76%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.40%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.84%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 5.88%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.84%
▲ 10.00%▼ 0.89%▼ 3.82%
▲ 25.98%▲ 5.96%▲ 4.24%
▲ 5.34%▼ 2.41%▼ 7.30%
▲ 5.99%▲ 2.69%▲ 2.76%
▼ 12.86%▼ 1.27%▲ 1.40%
▼ 1.80%▼ 5.57%▼ 0.84%
▼ 7.29%▼ 4.55%▼ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
4.01%
▼ 3.41%
3
Sell
Nov 05, 2024
Agilent
0.03%
▼ 24.79%
1
Open
Nov 05, 2024
Archer Daniels Midland
0.04%
▼ 8.86%
1
Open
Nov 05, 2024
Bristol-Myers Squibb
0.1%
▼ 6.22%
1
Open
Nov 05, 2024
British American Tobacco
0.1%
▲ 23.04%
1
Open
Nov 05, 2024
Celanese
0.01%
▼ 56.91%
1
Open
Nov 05, 2024
Cigna
0.03%
▲ 4.34%
1
Open
Nov 05, 2024
Conocophillips
0.03%
▼ 19.64%
1
Open
Nov 05, 2024
Coterra Energy
0.06%
▲ 9.93%
1
Open
Nov 05, 2024
Elevance Health
0.04%
▲ 6.48%
1
Open
Nov 05, 2024
EOG Resources
0.04%
▼ 11.22%
1
Open
Nov 05, 2024
Federal Realty
0.03%
▼ 17.12%
1
Open
Nov 05, 2024
Genuine Parts Company
0.05%
▲ 1.32%
1
Open
Nov 05, 2024
Huntington Ingalls
0.01%
▲ 15.49%
1
Open
Nov 05, 2024
Hormel Foods
0.02%
▲ 0.15%
1
Open
Nov 05, 2024
Microchip
0.01%
▼ 47.47%
1
Open
Nov 05, 2024
Mondelez International
0.03%
▲ 0.40%
1
Open
Nov 05, 2024
Medtronic
0.1%
▼ 4.52%
1
Open
Nov 05, 2024
Magna International
0.03%
▼ 21.12%
1
Open
Nov 05, 2024
Altria Group
5.33%
▲ 9.41%
1
Open
Nov 05, 2024