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G.Clare - New Portfolio

6BAD0FB9

G.Clare
Individual Investor
Ranked #95,352 out of 783,845 TipRanks' Investors
Success Rate
82%
27 out of 33
profitable transactions
Average Return
19.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.82%
6-Month Return▲ 30.42%
12-Month Return-
YTD Return▲ 8.54%
Total Return▲ 24.91%

Best Trade

Opened at
Closed at-
Gain▲ 58.74%

Bio

jenniferclare360@gmail.com

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.03%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.23%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.30%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.78%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.39%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 8.54%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 2.03%
▼ 13.14%▲ 2.34%▼ 0.23%
▲ 2.93%▲ 2.10%▲ 0.30%
▲ 9.99%▼ 0.89%▲ 2.78%
▲ 26.04%▲ 5.96%▲ 9.23%
▲ 5.93%▼ 2.41%▲ 0.39%
▲ 4.46%▲ 2.69%▲ 8.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock
0%
▲ 18.49%
8
Sell
Oct 03, 2024
2.4%
▲ 10.01%
4
Buy
Sep 24, 2024
Carlyle Group
14.3%
▲ 57.62%
2
Buy
Sep 16, 2024
Computershare Limited
0.24%
▲ 26.98%
3
Buy
Sep 10, 2024
HSBC Holdings
5.77%
▲ 23.38%
5
Buy
Sep 09, 2024
Computershare Limited
0.24%
▲ 17.98%
3
Buy
Sep 09, 2024
UBS Group AG
17.72%
▲ 25.90%
3
Buy
Sep 05, 2024
UBS Group AG
17.75%
▲ 14.74%
4
Buy
Aug 27, 2024
Nasdaq
24.72%
▲ 23.94%
5
Buy
Aug 27, 2024
Carlyle Group
16.86%
▲ 32.29%
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