tiprankstipranks

New Portfolio Jul 2024 - New Portfolio

Sara

New Portfolio Jul 2024
Individual Investor
Ranked #293,714 out of 788,370 TipRanks' Investors
Success Rate
78%
7 out of 9
profitable transactions
Average Return
5.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return▲ 5.67%
12-Month Return-
YTD Return▲ 2.90%
Total Return▲ 5.03%

Best Trade

Opened at
Closed at-
Gain▲ 20.73%

Bio

omnya4686@icloud.com

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.90%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.14%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.50%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.83%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.04%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.90%
▼ 13.14%▲ 2.34%▲ 1.75%
▲ 2.93%▲ 2.10%▼ 0.84%
▲ 9.99%▼ 0.89%▼ 0.97%
▲ 26.03%▲ 5.96%▲ 7.14%
▲ 5.97%▼ 2.41%▼ 5.50%
▲ 5.25%▲ 2.69%▲ 1.83%
▼ 9.08%▲ 1.42%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
5.58%
▲ 20.28%
2
Buy
Aug 22, 2024
Bank of America
0%
▲ 8.84%
1
Open
Jul 26, 2024
Chevron
0%
▲ 2.68%
1
Open
Jul 26, 2024
Kraft Heinz
0%
▼ 5.61%
1
Open
Jul 26, 2024
Coca-Cola
0%
▲ 7.14%
1
Open
Jul 26, 2024
Moody's
0%
▲ 11.89%
1
Open
Jul 26, 2024
Occidental Petroleum
0%
▼ 15.98%
1
Open
Jul 26, 2024
US Bancorp
0%
▲ 3.09%
1
Open
Jul 26, 2024