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Modest Money - New Portfolio

Modest Money
Individual Investor
Ranked #213,104 out of 775,523 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
10.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.13%
6-Month Return-
12-Month Return-
YTD Return▲ 35.97%
Total Return▲ 35.97%

Best Trade

Opened at
Closed at-
Gain▲ 19.19%

Bio

Performance

43.24%0-43.24%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.10%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.10%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 7.95%
Sep 2024
▲ 5.39%
▼ 0.89%
▲ 2.90%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 22.79%
Nov 2024
▼ 2.79%
▼ 2.70%
▼ 2.94%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▲ 7.10%
▼ 4.22%▲ 2.34%▼ 4.10%
▲ 7.82%▲ 2.10%▲ 7.95%
▲ 5.39%▼ 0.89%▲ 2.90%
▲ 43.24%▲ 5.96%▲ 22.79%
▼ 2.79%▼ 2.70%▼ 2.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alibaba
12.61%
▲ 11.23%
2
Buy
Jul 24, 2024
Ethereum
0%
▲ 18.76%
1
Open
Jul 12, 2024
Apple
18.68%
▲ 9.25%
1
Open
Jul 11, 2024
Chevron
5.28%
▼ 5.20%
1
Open
Jul 11, 2024
Energy Transfer
2.73%
▲ 15.98%
1
Open
Jul 11, 2024
SPDR Gold Shares
0%
▲ 7.17%
1
Open
Jul 11, 2024
SPDR S&P 500 ETF Trust
43.83%
▲ 5.68%
1
Open
Jul 11, 2024
AT&T
16.88%
▲ 19.19%
1
Open
Jul 11, 2024