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New Portfolio Aug 2024 - New Portfolio

Chuck Simon

New Portfolio Aug 2024
Individual Investor
Ranked #459,509 out of 775,923 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
-3.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.86%
6-Month Return-
12-Month Return-
YTD Return▼ 10.38%
Total Return▼ 10.38%

Best Trade

Opened at
Closed at-
Gain▲ 20.00%

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%
▲ 3.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.54%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.57%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 5.91%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.74%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 3.15%
▲ 7.82%▲ 2.10%▼ 2.54%
▲ 5.38%▼ 0.89%▼ 1.57%
▲ 43.22%▲ 5.96%▼ 5.91%
▲ 3.34%▼ 1.56%▼ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Opko Health
9.91%
▼ 4.94%
3
Buy
Nov 14, 2024
Fathom Holdings
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.34%
▼ 18.83%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
85.89%
▲ 14.59%
1
Open
Aug 24, 2024
Vestis Corporation
3.87%
▲ 20.00%
1
Open
Aug 24, 2024