HUMIX - QUARTERLY rebal - New Portfolio

Humi

HUMIX - QUARTERLY rebal
Individual Investor
Ranked #84,588 out of 764,637 TipRanks' Investors
Success Rate
76%
41 out of 54
profitable transactions
Average Return
8.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 9.70%
12-Month Return-
YTD Return▲ 10.89%
Total Return▲ 10.89%

Best Trade

Opened at
Closed at-
Gain▲ 33.53%

Bio

To the Moon!

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.22%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.76%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.94%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.39%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.22%
▲ 11.46%▲ 5.06%▲ 3.76%
▼ 2.25%▲ 3.53%▼ 0.48%
▲ 25.72%▲ 1.21%▲ 6.79%
▼ 4.21%▲ 2.34%▲ 4.43%
▲ 7.82%▲ 2.10%▲ 0.84%
▲ 6.02%▼ 0.89%▼ 3.94%
▼ 2.13%▲ 0.42%▼ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Prologis
7.59%
▲ 9.48%
2
Buy
Jun 03, 2024
Realty Income
4.13%
▲ 13.12%
2
Buy
Jun 03, 2024
Crown Castle
3.17%
▲ 10.69%
2
Buy
Jun 03, 2024
VICI Properties
3.23%
▲ 13.03%
2
Buy
Jun 03, 2024
Extra Space Storage
0%
▲ 22.02%
2
Sell
Jun 03, 2024
WEC Energy Group
2.99%
▲ 18.37%
2
Buy
Jun 03, 2024
American Water
0%
▲ 13.31%
2
Sell
Jun 03, 2024
Mid-America Apartment
2.61%
▲ 16.19%
2
Buy
Jun 03, 2024
Brookfield Infrastructure
0%
▲ 26.33%
2
Sell
Jun 03, 2024
Alliant Energy
1.81%
▲ 16.30%
2
Buy
Jun 03, 2024
Nisource
2.58%
▲ 24.03%
2
Buy
Jun 03, 2024
Evergy
2.44%
▲ 13.54%
2
Buy
Jun 03, 2024
Equity Lifestyle
2.37%
▲ 12.93%
2
Buy
Jun 03, 2024
Cubesmart
2.34%
▲ 14.63%
1
Open
Jun 03, 2024
Essex Property
2.52%
▲ 8.13%
1
Open
Jun 03, 2024
Rexford Industrial Realty
2.1%
▼ 3.11%
1
Open
Jun 03, 2024
Comcast
6.74%
▲ 10.04%
2
Sell
Jun 02, 2024
Nike
4.18%
▼ 16.83%
2
Sell
Jun 02, 2024
Visa
7.8%
▲ 6.72%
2
Buy
Jun 02, 2024
Starbucks
4.75%
▲ 12.93%
2
Sell
Jun 02, 2024