New Portfolio Jul 2024 - New Portfolio

Ant 07

New Portfolio Jul 2024
Individual Investor
Ranked #443,268 out of 764,637 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
-0.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.73%
6-Month Return-
12-Month Return-
YTD Return▼ 1.11%
Total Return▼ 1.11%

Best Trade

Opened at
Closed at-
Gain▲ 8.29%

Bio

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%
▲ 0.05%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.55%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.41%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.22%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 0.05%
▼ 4.21%▲ 2.34%▲ 1.61%
▲ 7.82%▲ 2.10%▼ 1.55%
▲ 6.02%▼ 0.89%▼ 1.41%
▼ 2.13%▲ 0.42%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 8.29%
1
Open
Jul 30, 2024
Bank of America
12.5%
▲ 1.82%
1
Open
Jul 30, 2024
Chevron
12.5%
▼ 3.00%
1
Open
Jul 30, 2024
Kraft Heinz
12.5%
▲ 0.10%
1
Open
Jul 30, 2024
Coca-Cola
12.5%
▼ 3.29%
1
Open
Jul 30, 2024
Moody's
12.5%
▼ 0.19%
1
Open
Jul 30, 2024
Occidental Petroleum
12.5%
▼ 17.40%
1
Open
Jul 30, 2024
US Bancorp
12.5%
▲ 6.38%
1
Open
Jul 30, 2024