New Portfolio Jun 2024 - New Portfolio

jim auger

New Portfolio Jun 2024
Individual Investor
Ranked #303,071 out of 764,637 TipRanks' Investors
Success Rate
71%
5 out of 7
profitable transactions
Average Return
4.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.75%
6-Month Return-
12-Month Return-
YTD Return▲ 6.58%
Total Return▲ 6.58%

Best Trade

Opened at
Closed at-
Gain▲ 24.66%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.24%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.87%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.50%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.48%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.26%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▲ 3.24%
▲ 25.72%▲ 1.21%▲ 1.87%
▼ 4.21%▲ 2.34%▼ 0.50%
▲ 7.82%▲ 2.10%▲ 0.10%
▲ 6.02%▼ 0.89%▲ 1.48%
▼ 2.57%▲ 0.42%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chevron
31.76%
▼ 2.01%
2
Buy
Jun 25, 2024
Ares Capital
13.05%
▲ 1.98%
1
Open
Jun 02, 2024
EOG Resources
11.09%
▲ 2.44%
1
Open
Jun 02, 2024
Energy Transfer
14.9%
▲ 6.83%
1
Open
Jun 02, 2024
Hess Midstream Partners
12.24%
▲ 2.74%
1
Open
Jun 02, 2024
AT&T
16.95%
▲ 24.66%
1
Open
Jun 02, 2024