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New Portfolio Aug 2024 - New Portfolio
Chuck Simon
New Portfolio Aug 2024Individual Investor
Ranked #499,723 out of 789,901 TipRanks' Investors
Success Rate
3 out of 6
profitable transactions
profitable transactions
Average Return
-6.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.34%
6-Month Return▼ 10.48%
12-Month Return-
YTD Return▲ 1.77%
Total Return▼ 10.57%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 2.54%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.57%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 5.91%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 5.60%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 2.67%
Feb 2025
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%▲ 3.15%
▲ 2.93%▲ 2.10%▼ 2.54%
▲ 10.01%▼ 0.89%▼ 1.57%
▲ 26.01%▲ 5.96%▼ 5.91%
▲ 5.96%▼ 2.41%▼ 5.60%
▲ 5.25%▲ 2.69%▲ 0.96%
▼ 12.86%▼ 1.27%▲ 2.67%
Recent Activity
Opko Health
11.67%
▲ 8.02%
3
Buy
Nov 14, 2024
Fathom Holdings
―
▼ 28.57%
2
Close
Nov 14, 2024
Ring Energy
0.33%
▼ 22.08%
1
Open
Nov 14, 2024
Loomis Sayles Funds - Growth Fund Class A (Trust II)
85.16%
▲ 9.60%
1
Open
Aug 24, 2024
Vestis Corporation
2.83%
▼ 14.92%
1
Open
Aug 24, 2024