tiprankstipranks

New Portfolio Jun 2024 - New Portfolio

cheese peh

New Portfolio Jun 2024
Individual Investor
Ranked #447,722 out of 747,498 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
-1.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.45%
6-Month Return-
12-Month Return-
YTD Return▼ 1.47%
Total Return▼ 1.47%

Best Trade

Opened at
Closed at-
Gain▲ 9.60%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.66%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.20%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%▼ 1.66%
▲ 25.65%▲ 0.88%▲ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lennar
4.53%
▲ 9.60%
1
Open
Jun 17, 2024
Apple
9.97%
▲ 3.53%
1
Open
Jun 15, 2024
Micron
3.06%
▼ 22.71%
1
Open
Jun 15, 2024
Nvidia
32.38%
▼ 9.96%
1
Open
Jun 15, 2024
SPDR S&P 500 ETF Trust
14.73%
▲ 0.67%
1
Open
Jun 15, 2024
Advanced Micro Devices
1.37%
▼ 4.31%
1
Open
Jun 15, 2024
Microsoft
7.84%
▼ 2.51%
1
Open
Jun 15, 2024
Amazon
1.63%
▼ 0.51%
1
Open
Jun 15, 2024
Consolidated Edison
2.52%
▲ 3.74%
1
Open
Jun 15, 2024
JPMorgan Chase & Co.
3.75%
▲ 8.19%
1
Open
Jun 15, 2024
Qualcomm
3.41%
▼ 16.20%
1
Open
Jun 15, 2024
Vanguard Dividend Appreciation ETF
3.34%
▲ 1.96%
1
Open
Jun 15, 2024
Vanguard Total World Stock ETF
7.15%
▲ 1.33%
1
Open
Jun 15, 2024
Schwab US Dividend Equity ETF
4.32%
▲ 6.04%
1
Open
Jun 15, 2024