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New Portfolio Aug 2024 - New Portfolio

Chuck Simon

New Portfolio Aug 2024
Individual Investor
Ranked #437,068 out of 769,002 TipRanks' Investors
Success Rate
17%
1 out of 6
profitable transactions
Average Return
-4.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.89%
6-Month Return-
12-Month Return-
YTD Return▼ 9.83%
Total Return▼ 9.83%

Best Trade

Opened at
Closed at-
Gain▲ 11.91%

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%
▲ 3.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 9.25%
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%▲ 3.15%
▲ 7.82%▲ 2.10%▼ 2.54%
▲ 5.70%▼ 0.89%▼ 1.16%
▲ 23.63%▲ 3.84%▼ 9.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Opko Health
9.74%
▼ 2.47%
3
Buy
Nov 14, 2024
Fathom Holdings
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.41%
0.00%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
86.28%
▲ 11.91%
1
Open
Aug 24, 2024
Vestis Corporation
3.57%
▼ 2.75%
1
Open
Aug 24, 2024