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New Portfolio May 2024 - New Portfolio

1FF2C882

New Portfolio May 2024
Individual Investor
Ranked #300,266 out of 769,002 TipRanks' Investors
Success Rate
70%
7 out of 10
profitable transactions
Average Return
8.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.28%
6-Month Return-
12-Month Return-
YTD Return▲ 8.37%
Total Return▲ 8.37%

Best Trade

Opened at
Closed at-
Gain▲ 29.80%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.74%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.06%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.47%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.74%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.90%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.98%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.74%
▼ 2.25%▲ 3.53%▲ 1.06%
▲ 25.72%▲ 1.21%▲ 4.47%
▼ 4.22%▲ 2.34%▲ 1.62%
▲ 7.82%▲ 2.10%▼ 0.74%
▲ 5.70%▼ 0.89%▼ 1.90%
▲ 21.94%▲ 3.81%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
10%
▲ 22.82%
1
Open
May 23, 2024
American Express
10%
▲ 22.88%
1
Open
May 23, 2024
Bank of America
10%
▲ 19.08%
1
Open
May 23, 2024
Chevron
10%
▲ 5.01%
1
Open
May 23, 2024
Kraft Heinz
10%
▼ 11.73%
1
Open
May 23, 2024
Coca-Cola
10%
▲ 2.94%
1
Open
May 23, 2024
Moody's
10%
▲ 16.81%
1
Open
May 23, 2024
Microsoft
10%
▼ 2.52%
1
Open
May 23, 2024
Occidental Petroleum
10%
▼ 17.18%
1
Open
May 23, 2024
US Bancorp
10%
▲ 29.80%
1
Open
May 23, 2024