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KJH Sep 2024 - New Portfolio

PerformancePortfolio Details

KJH Sep 2024
Individual Investor
Ranked #102,160 out of 762,027 TipRanks' Investors
Success Rate
71%
50 out of 70
profitable transactions
Average Return
7.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.45%
6-Month Return-
12-Month Return-
YTD Return▲ 9.67%
Total Return▲ 9.67%

Best Trade

AssetVistra Energy (VST)
Opened at
Closed at-
Gain▲ 63.38%

Bio

IRA

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.21%
▲ 2.34%
―
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 5.73%
Sep 2024
▲ 8.83%
▲ 1.50%
▲ 3.73%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%―
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.72%▲ 1.21%―
▼ 4.21%▲ 2.34%―
▲ 7.81%▲ 2.10%▲ 5.73%
▲ 8.83%▲ 1.50%▲ 3.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IVV
iShares Core S&P 500 ETF
5.86%
▲ 4.91%
7
Sell
Oct 16, 2024
QQQM
Invesco NASDAQ 100 ETF
6.09%
▲ 4.65%
6
Sell
Oct 16, 2024
AKTS
Akoustis Technologies
0.35%
▲ 0.58%
2
Buy
Oct 16, 2024
BLFS
BioLife Solutions
1.26%
▲ 2.96%
1
Open
Oct 16, 2024
FLR
Fluor
0.73%
▲ 0.71%
1
Open
Oct 16, 2024
UCTT
Ultra Clean Holdings
0.37%
▼ 0.30%
1
Open
Oct 16, 2024
IRM
Iron Mountain
0.42%
▲ 1.90%
1
Open
Oct 16, 2024
RANI
Rani Therapeutics Holdings
0.22%
▲ 3.08%
1
Open
Oct 16, 2024
GEV
GE Vernova Inc.
0.91%
▼ 0.75%
1
Open
Oct 16, 2024
SMCI
Super Micro Computer
5.37%
▲ 8.72%
5
Buy
Oct 04, 2024
INSE
Inspired Entertainment
―
▲ 10.02%
2
Close
Oct 04, 2024
COLL
Collegium Pharmaceutical
1.15%
▲ 0.47%
1
Open
Sep 27, 2024
GNK
Genco Shipping
1.07%
▼ 6.81%
1
Open
Sep 23, 2024
SBLK
Star Bulk Carriers
1.05%
▼ 5.82%
1
Open
Sep 23, 2024
ZUO
Zuora
0.1%
▲ 12.61%
1
Open
Sep 19, 2024
DELL
Dell Technologies
3.36%
▲ 9.03%
1
Open
Sep 18, 2024
AMSC
American Superconductor
1.33%
▲ 14.94%
1
Open
Sep 16, 2024
EGO
Eldorado Gold
1.18%
▲ 4.84%
1
Open
Sep 16, 2024
SKYT
SkyWater Technology
1.21%
▲ 6.39%
1
Open
Sep 16, 2024
PROP
Prairie Operating Co
0.86%
▼ 11.74%
1
Open
Sep 16, 2024