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New Portfolio Jul 2024 - New Portfolio

Sara

New Portfolio Jul 2024
Individual Investor
Ranked #343,037 out of 781,084 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
6.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.27%
6-Month Return-
12-Month Return-
YTD Return▲ 3.47%
Total Return▲ 5.54%

Best Trade

Opened at
Closed at-
Gain▲ 27.75%

Bio

omnya4686@icloud.com

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.90%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.14%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.56%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 3.47%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.90%
▼ 13.14%▲ 2.34%▲ 1.75%
▲ 2.93%▲ 2.10%▼ 0.84%
▲ 10.00%▼ 0.89%▼ 0.97%
▲ 26.04%▲ 5.96%▲ 7.14%
▲ 5.93%▼ 2.41%▼ 5.56%
▲ 7.55%▲ 1.96%▲ 3.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
5.88%
▲ 27.26%
2
Buy
Aug 22, 2024
Bank of America
0%
▲ 13.02%
1
Open
Jul 26, 2024
Chevron
0%
▲ 4.50%
1
Open
Jul 26, 2024
Kraft Heinz
0%
▼ 11.25%
1
Open
Jul 26, 2024
Coca-Cola
0%
▼ 5.83%
1
Open
Jul 26, 2024
Moody's
0%
▲ 6.42%
1
Open
Jul 26, 2024
Occidental Petroleum
0%
▼ 13.40%
1
Open
Jul 26, 2024
US Bancorp
0%
▲ 8.69%
1
Open
Jul 26, 2024