New Portfolio Aug 2024 - New Portfolio

gricelda Herrera

New Portfolio Aug 2024
Individual Investor
Ranked #264,791 out of 767,938 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
25.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.10%
6-Month Return-
12-Month Return-
YTD Return▲ 27.37%
Total Return▲ 27.37%

Best Trade

Opened at
Closed at-
Gain▲ 110.34%

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%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 9.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.45%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 5.65%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 8.94%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 9.09%
▲ 7.82%▲ 2.10%▲ 1.45%
▲ 5.72%▼ 0.89%▲ 5.65%
▲ 19.24%▲ 3.01%▲ 8.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi Select 500 ETF
▼ 3.00%
2
Close
Oct 31, 2024
Apple
▲ 8.43%
2
Close
Oct 22, 2024
Microsoft
33.33%
▲ 2.20%
1
Open
Aug 11, 2024
SPDR S&P 500 ETF Trust
33.33%
▲ 10.18%
1
Open
Aug 11, 2024
SoFi Technologies
33.33%
▲ 110.34%
1
Open
Aug 11, 2024