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HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #223,285 out of 793,101 TipRanks' Investors
Success Rate
60%
50 out of 84
profitable transactions
Average Return
4.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.23%
6-Month Return▼ 3.53%
12-Month Return-
YTD Return▲ 2.98%
Total Return▲ 10.91%

Best Trade

Opened at
Closed at-
Gain▲ 46.14%

Bio

To the Moon!

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.24%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 7.30%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.40%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 1.16%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.43%
▲ 2.93%▲ 2.10%▲ 0.84%
▲ 10.00%▼ 0.89%▼ 3.82%
▲ 26.01%▲ 5.96%▲ 4.24%
▲ 5.39%▼ 2.41%▼ 7.30%
▲ 5.83%▲ 2.69%▲ 2.74%
▼ 12.86%▼ 1.27%▲ 1.40%
▲ 2.82%▼ 4.80%▼ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
4.24%
▲ 8.34%
3
Sell
Nov 05, 2024
Agilent
0.03%
▼ 12.97%
1
Open
Nov 05, 2024
Archer Daniels Midland
0.04%
▼ 9.84%
1
Open
Nov 05, 2024
Bristol-Myers Squibb
0.11%
▲ 10.32%
1
Open
Nov 05, 2024
British American Tobacco
0.09%
▲ 17.51%
1
Open
Nov 05, 2024
Celanese
0.02%
▼ 34.64%
1
Open
Nov 05, 2024
Cigna
0.03%
▲ 1.55%
1
Open
Nov 05, 2024
Conocophillips
0.03%
▼ 5.01%
1
Open
Nov 05, 2024
Coterra Energy
0.07%
▲ 27.98%
1
Open
Nov 05, 2024
Elevance Health
0.04%
▲ 3.11%
1
Open
Nov 05, 2024
EOG Resources
0.04%
▲ 5.79%
1
Open
Nov 05, 2024
Federal Realty
0.03%
▼ 12.74%
1
Open
Nov 05, 2024
Genuine Parts Company
0.05%
▲ 5.19%
1
Open
Nov 05, 2024
Huntington Ingalls
0.01%
▲ 8.11%
1
Open
Nov 05, 2024
Hormel Foods
0.02%
▼ 5.00%
1
Open
Nov 05, 2024
Microchip
0.02%
▼ 27.20%
1
Open
Nov 05, 2024
Mondelez International
0.03%
▼ 5.19%
1
Open
Nov 05, 2024
Medtronic
0.1%
▲ 1.37%
1
Open
Nov 05, 2024
Magna International
0.04%
▼ 9.89%
1
Open
Nov 05, 2024
Altria Group
5.07%
▲ 8.45%
1
Open
Nov 05, 2024