tiprankstipranks

New Portfolio Jul 2024 - New Portfolio

Sara

New Portfolio Jul 2024
Individual Investor
Ranked #335,743 out of 769,002 TipRanks' Investors
Success Rate
67%
6 out of 9
profitable transactions
Average Return
4.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.71%
6-Month Return-
12-Month Return-
YTD Return▲ 4.15%
Total Return▲ 4.15%

Best Trade

Opened at
Closed at-
Gain▲ 17.31%

Bio

omnya4686@icloud.com

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.90%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.84%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.25%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 0.90%
▼ 4.22%▲ 2.34%▲ 1.75%
▲ 7.82%▲ 2.10%▼ 0.84%
▲ 5.70%▼ 0.89%▼ 1.25%
▲ 21.94%▲ 3.81%▲ 3.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
5.53%
▲ 16.87%
2
Buy
Aug 22, 2024
Bank of America
0%
▲ 11.26%
1
Open
Jul 26, 2024
Chevron
0%
▲ 4.41%
1
Open
Jul 26, 2024
Kraft Heinz
0%
▼ 6.37%
1
Open
Jul 26, 2024
Coca-Cola
0%
▼ 5.41%
1
Open
Jul 26, 2024
Moody's
0%
▲ 5.95%
1
Open
Jul 26, 2024
Occidental Petroleum
0%
▼ 15.55%
1
Open
Jul 26, 2024
US Bancorp
0%
▲ 12.86%
1
Open
Jul 26, 2024