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NewP12.8.24pp4 - New Portfolio

NewP12.8.24pp4
Individual Investor
Ranked #219,614 out of 769,632 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
12.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.85%
6-Month Return-
12-Month Return-
YTD Return▲ 12.74%
Total Return▲ 12.74%

Best Trade

Opened at
Closed at-
Gain▲ 24.96%

Bio

pp4

Performance

36.08%0-36.08%
▼ 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%
▲ 5.31%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.13%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.69%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 8.75%
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%▲ 5.31%
▲ 7.82%▲ 2.10%▲ 0.13%
▲ 5.70%▼ 0.89%▼ 1.69%
▲ 36.08%▲ 4.73%▲ 8.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
5.83%
▲ 9.54%
1
Open
Aug 12, 2024
Chevron
43%
▲ 14.37%
1
Open
Aug 12, 2024
EOG Resources
36.11%
▲ 6.65%
1
Open
Aug 12, 2024
Energy Transfer
5.05%
▲ 24.96%
1
Open
Aug 12, 2024
Hess Midstream Partners
9.74%
▲ 6.68%
1
Open
Aug 12, 2024
International Business Machines
0%
▲ 17.67%
1
Open
Aug 12, 2024
Altria Group
0%
▲ 14.98%
1
Open
Aug 12, 2024
AT&T
0%
▲ 19.30%
1
Open
Aug 12, 2024
Xerox
0%
▼ 4.64%
1
Open
Aug 12, 2024