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New Portfolio Aug 2024 - New Portfolio

Tia

New Portfolio Aug 2024
Individual Investor
Ranked #372,908 out of 775,727 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
3.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.41%
6-Month Return-
12-Month Return-
YTD Return▲ 2.24%
Total Return▲ 2.24%

Best Trade

Opened at
Closed at-
Gain▲ 23.97%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.56%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.26%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.70%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 4.88%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 2.56%
▲ 7.82%▲ 2.10%▼ 0.26%
▲ 5.38%▼ 0.89%▼ 1.53%
▲ 43.22%▲ 5.96%▲ 6.70%
▼ 5.24%▼ 2.73%▼ 4.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
9.09%
▲ 10.45%
1
Open
Aug 21, 2024
American Express
9.09%
▲ 19.30%
1
Open
Aug 21, 2024
Bank of America
9.09%
▲ 13.31%
1
Open
Aug 21, 2024
Chevron
9.09%
▼ 1.88%
1
Open
Aug 21, 2024
Kraft Heinz
9.09%
▼ 14.09%
1
Open
Aug 21, 2024
Coca-Cola
9.09%
▼ 9.62%
1
Open
Aug 21, 2024
Moody's
9.09%
▼ 2.64%
1
Open
Aug 21, 2024
Microsoft
9.09%
▲ 3.25%
1
Open
Aug 21, 2024
Occidental Petroleum
9.09%
▼ 18.32%
1
Open
Aug 21, 2024
US Bancorp
9.09%
▲ 9.70%
1
Open
Aug 21, 2024
Amazon
9.09%
▲ 23.97%
1
Open
Aug 21, 2024