tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

alireza khadem

New Portfolio Sep 2024
Individual Investor
Ranked #330,504 out of 788,174 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
7.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.12%
6-Month Return-
12-Month Return-
YTD Return▲ 4.54%
Total Return▲ 6.38%

Best Trade

Opened at
Closed at-
Gain▲ 20.14%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.67%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 5.85%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 1.48%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 3.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.67%
▲ 9.99%▼ 0.89%▼ 1.09%
▲ 26.04%▲ 5.96%▲ 6.43%
▲ 5.81%▼ 2.41%▼ 5.85%
▲ 4.98%▲ 2.69%▲ 1.48%
▼ 8.93%▲ 1.85%▲ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 20.14%
1
Open
Sep 11, 2024
Bank of America
12.5%
▲ 16.80%
1
Open
Sep 11, 2024
Chevron
12.5%
▲ 17.63%
1
Open
Sep 11, 2024
Kraft Heinz
12.5%
▼ 14.22%
1
Open
Sep 11, 2024
Coca-Cola
12.5%
▼ 0.79%
1
Open
Sep 11, 2024
Moody's
12.5%
▲ 7.09%
1
Open
Sep 11, 2024
Occidental Petroleum
12.5%
▲ 3.29%
1
Open
Sep 11, 2024
US Bancorp
12.5%
▲ 6.76%
1
Open
Sep 11, 2024