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G.Clare - New Portfolio

6BAD0FB9

G.Clare
Individual Investor
Ranked #163,522 out of 775,923 TipRanks' Investors
Success Rate
73%
24 out of 33
profitable transactions
Average Return
11.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.12%
6-Month Return-
12-Month Return-
YTD Return▲ 13.16%
Total Return▲ 13.16%

Best Trade

Opened at
Closed at-
Gain▲ 33.87%

Bio

jenniferclare360@gmail.com

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.30%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.78%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.29%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▲ 2.03%
▼ 4.22%▲ 2.34%▼ 0.23%
▲ 7.82%▲ 2.10%▲ 0.30%
▲ 5.38%▼ 0.89%▲ 2.78%
▲ 43.22%▲ 5.96%▲ 9.23%
▲ 3.34%▼ 1.56%▼ 1.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
0%
▲ 14.41%
8
Sell
Oct 03, 2024
3.08%
▲ 11.20%
4
Buy
Sep 24, 2024
Carlyle Group
13.67%
▲ 32.92%
2
Buy
Sep 16, 2024
Computershare Limited
0.26%
▲ 21.27%
3
Buy
Sep 10, 2024
HSBC Holdings
5.99%
▲ 13.59%
5
Buy
Sep 09, 2024
Computershare Limited
0.23%
▲ 13.52%
3
Buy
Sep 09, 2024
UBS Group AG
16.7%
▲ 3.36%
3
Buy
Sep 05, 2024
UBS Group AG
16.81%
▼ 3.53%
4
Buy
Aug 27, 2024
Nasdaq
26.28%
▲ 16.96%
5
Buy
Aug 27, 2024
Carlyle Group
16.99%
▲ 18.30%
5
Buy
Aug 27, 2024
HSBC Holdings
▼ 0.43%
6
Close
Aug 26, 2024
Microsoft
▼ 3.99%
3
Close
Jul 26, 2024
Mastercard
▲ 1.33%
3
Close
Jul 26, 2024
HSBC Holdings
▼ 1.64%
2
Close
Jul 25, 2024