tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #273,184 out of 788,174 TipRanks' Investors
Success Rate
56%
30 out of 54
profitable transactions
Average Return
14.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.47%
6-Month Return-
12-Month Return-
YTD Return▼ 5.98%
Total Return▲ 10.24%

Best Trade

Opened at
Closed at-
Gain▲ 207.14%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.62%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.53%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.16%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 1.02%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.26%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 5.74%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.62%
▲ 9.99%▼ 0.89%▲ 4.53%
▲ 26.03%▲ 5.96%▲ 7.16%
▲ 5.97%▼ 2.41%▲ 1.02%
▲ 5.25%▲ 2.69%▼ 0.26%
▼ 9.08%▲ 1.42%▼ 5.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.64%
▲ 47.75%
5
Buy
Nov 20, 2024
Dogecoin
▼ 33.33%
1
Open
Nov 20, 2024
Lockheed Martin
0.06%
▼ 19.71%
1
Open
Oct 29, 2024
HCA Healthcare
0.05%
▼ 10.67%
1
Open
Oct 29, 2024
Waste Management
0.02%
▲ 4.92%
1
Open
Oct 29, 2024
Celsius Holdings
1.11%
▼ 21.40%
3
Buy
Oct 04, 2024
Realty Income
16.9%
▼ 7.84%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.79%
▼ 2.96%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.26%
▲ 14.76%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
1.61%
▼ 13.22%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 15.34%
2
Buy
Sep 26, 2024
NextEra Energy
1.51%
▼ 13.86%
2
Buy
Sep 20, 2024
Microsoft
3.56%
▼ 1.53%
3
Buy
Sep 19, 2024
Alphabet Class C
2.71%
▲ 19.71%
2
Buy
Sep 19, 2024
Costco
1.08%
▲ 15.44%
2
Buy
Sep 19, 2024
Nvidia
30.09%
▲ 25.74%
2
Buy
Sep 11, 2024
TSMC
6.18%
▲ 20.89%
2
Buy
Sep 11, 2024
Broadcom
6.56%
▲ 53.05%
2
Buy
Sep 11, 2024