tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #297,791 out of 793,704 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
7.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.44%
6-Month Return▲ 10.09%
12-Month Return-
YTD Return▼ 2.05%
Total Return▲ 14.57%

Best Trade

Opened at
Closed at-
Gain▲ 160.38%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.53%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.16%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.76%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 0.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.23%
Feb 2025
▲ 3.73%
▼ 4.27%
▲ 7.44%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.62%
▲ 10.00%▼ 0.89%▲ 4.53%
▲ 26.01%▲ 5.96%▲ 7.16%
▲ 5.33%▼ 2.41%▲ 0.76%
▲ 5.89%▲ 2.69%▼ 0.65%
▼ 12.86%▼ 1.27%▼ 8.23%
▲ 3.73%▼ 4.27%▲ 7.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dogecoin
▼ 34.92%
2
Close
Feb 22, 2025
ARM Holdings PLC ADR
▲ 15.37%
2
Close
Feb 21, 2025
Bitcoin
1.62%
▲ 31.14%
5
Buy
Nov 20, 2024
Lockheed Martin
0.07%
▼ 18.01%
1
Open
Oct 29, 2024
HCA Healthcare
0.06%
▼ 4.67%
1
Open
Oct 29, 2024
Waste Management
0.02%
▲ 5.26%
1
Open
Oct 29, 2024
Celsius Holdings
1.32%
▲ 8.21%
3
Buy
Oct 04, 2024
Realty Income
18.41%
▼ 7.55%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.9%
▼ 8.68%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.33%
▲ 5.01%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
1.97%
▼ 10.54%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 14.17%
2
Buy
Sep 26, 2024
NextEra Energy
1.64%
▼ 13.28%
2
Buy
Sep 20, 2024
Microsoft
3.77%
▼ 7.09%
3
Buy
Sep 19, 2024
Alphabet Class C
2.71%
▲ 5.36%
2
Buy
Sep 19, 2024
Costco
1.09%
▲ 4.72%
2
Buy
Sep 19, 2024
Nvidia
27.62%
▲ 0.01%
2
Buy
Sep 11, 2024
TSMC
5.81%
▲ 1.95%
2
Buy
Sep 11, 2024