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New Portfolio Aug 2024 - New Portfolio
Chuck Simon
New Portfolio Aug 2024Individual Investor
Ranked #470,206 out of 783,334 TipRanks' Investors
Success Rate
2 out of 6
profitable transactions
profitable transactions
Average Return
-3.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.65%
6-Month Return-
12-Month Return-
YTD Return▲ 4.65%
Total Return▼ 8.03%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.54%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.57%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 5.91%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.60%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.65%
Jan 2025
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 3.15%
▲ 2.93%▲ 2.10%▼ 2.54%
▲ 9.99%▼ 0.89%▼ 1.57%
▲ 26.04%▲ 5.96%▼ 5.91%
▲ 5.93%▼ 2.41%▼ 5.60%
▲ 3.19%▲ 2.68%▲ 4.65%
Recent Activity
Opko Health
9.58%
▼ 7.41%
3
Buy
Nov 14, 2024
Fathom Holdings
―
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.35%
▼ 10.39%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
86.38%
▲ 16.86%
1
Open
Aug 24, 2024
Vestis Corporation
3.69%
▲ 14.73%
1
Open
Aug 24, 2024