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New Portfolio Jul 2024 - New Portfolio

46D6AD8D

New Portfolio Jul 2024
Individual Investor
Ranked #416,167 out of 783,845 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
1.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.30%
6-Month Return▲ 5.20%
12-Month Return-
YTD Return▲ 2.67%
Total Return▲ 1.79%

Best Trade

Opened at
Closed at-
Gain▲ 26.36%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.05%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.55%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.90%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 2.67%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 0.05%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▼ 1.55%
▲ 9.99%▼ 0.89%▼ 1.09%
▲ 26.04%▲ 5.96%▲ 6.43%
▲ 5.93%▼ 2.41%▼ 5.90%
▲ 4.46%▲ 2.69%▲ 2.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 26.36%
1
Open
Jul 30, 2024
Bank of America
12.5%
▲ 13.52%
1
Open
Jul 30, 2024
Chevron
12.5%
▼ 4.49%
1
Open
Jul 30, 2024
Kraft Heinz
12.5%
▼ 10.81%
1
Open
Jul 30, 2024
Coca-Cola
12.5%
▼ 5.56%
1
Open
Jul 30, 2024
Moody's
12.5%
▲ 9.43%
1
Open
Jul 30, 2024
Occidental Petroleum
12.5%
▼ 21.92%
1
Open
Jul 30, 2024
US Bancorp
12.5%
▲ 7.36%
1
Open
Jul 30, 2024