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New Portfolio Aug 2024 - New Portfolio
Daniel 梁
New Portfolio Aug 2024Individual Investor
Ranked #193,852 out of 762,027 TipRanks' Investors
Success Rate
9 out of 10
profitable transactions
profitable transactions
Average Return
8.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.69%
6-Month Return-
12-Month Return-
YTD Return▲ 8.77%
Total Return▲ 8.77%
Best Trade
Bio
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 6.61%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 0.75%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 2.81%
Oct 2024
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.21%▲ 2.34%▲ 6.61%
▲ 7.81%▲ 2.10%▼ 0.75%
▲ 8.83%▲ 1.50%▲ 2.81%
Recent Activity
Greystone Housing Impact Investors
10%
▲ 0.15%
1
Open
Oct 16, 2024
Deutsche Bank AG
10%
▲ 21.74%
1
Open
Aug 11, 2024
American Express
10%
▲ 17.07%
1
Open
Aug 10, 2024
Bank of America
10%
▲ 11.60%
1
Open
Aug 10, 2024
Chevron
10%
▲ 5.12%
1
Open
Aug 10, 2024
Kraft Heinz
10%
▲ 6.57%
1
Open
Aug 10, 2024
Coca-Cola
10%
▲ 4.04%
1
Open
Aug 10, 2024
Moody's
10%
▲ 6.25%
1
Open
Aug 10, 2024
Occidental Petroleum
10%
▼ 12.04%
1
Open
Aug 10, 2024
US Bancorp
10%
▲ 19.86%
1
Open
Aug 10, 2024