tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #308,874 out of 781,107 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
10.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.72%
6-Month Return-
12-Month Return-
YTD Return▼ 1.13%
Total Return▲ 15.58%

Best Trade

Opened at
Closed at-
Gain▲ 107.43%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.53%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.16%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.70%
Dec 2024
▲ 6.90%
▲ 1.96%
▼ 1.13%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 3.62%
▲ 10.00%▼ 0.89%▲ 4.53%
▲ 26.04%▲ 5.96%▲ 7.16%
▲ 5.93%▼ 2.41%▲ 0.70%
▲ 6.90%▲ 1.96%▼ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
1.7%
▲ 56.17%
5
Buy
Nov 20, 2024
Dogecoin
0.16%
▼ 3.97%
1
Open
Nov 20, 2024
Lockheed Martin
0.07%
▼ 9.77%
1
Open
Oct 29, 2024
HCA Healthcare
0.05%
▼ 13.74%
1
Open
Oct 29, 2024
Waste Management
0.02%
▼ 3.05%
1
Open
Oct 29, 2024
Celsius Holdings
0.89%
▼ 16.17%
3
Buy
Oct 04, 2024
Realty Income
16.05%
▼ 10.94%
5
Buy
Oct 03, 2024
Eli Lilly & Co
2.32%
▼ 19.48%
3
Buy
Oct 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
3.2%
▲ 11.66%
2
Buy
Oct 03, 2024
Super Micro Computer
▼ 2.89%
3
Close
Sep 27, 2024
Visa
▼ 3.66%
2
Close
Sep 27, 2024
UnitedHealth
1.77%
▼ 11.95%
3
Buy
Sep 26, 2024
Mastercard
0.03%
▲ 7.44%
2
Buy
Sep 26, 2024
NextEra Energy
1.47%
▼ 13.09%
2
Buy
Sep 20, 2024
Microsoft
3.67%
▲ 1.86%
3
Buy
Sep 19, 2024
Alphabet Class C
2.92%
▲ 26.71%
2
Buy
Sep 19, 2024
Costco
0.97%
▲ 5.10%
2
Buy
Sep 19, 2024
Nvidia
30.93%
▲ 23.59%
2
Buy
Sep 11, 2024
TSMC
6.69%
▲ 27.78%
2
Buy
Sep 11, 2024
Broadcom
7.07%
▲ 60.27%
2
Buy
Sep 11, 2024