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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #376,404 out of 788,370 TipRanks' Investors
Success Rate
53%
55 out of 103
profitable transactions
Average Return
0.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.29%
6-Month Return-
12-Month Return-
YTD Return▲ 2.62%
Total Return▲ 3.81%

Best Trade

Opened at
Closed at-
Gain▲ 39.65%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.29%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.84%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.75%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.03%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.47%
▲ 9.99%▼ 0.89%▼ 2.29%
▲ 26.03%▲ 5.96%▲ 7.84%
▲ 5.97%▼ 2.41%▼ 6.31%
▲ 5.25%▲ 2.69%▲ 4.75%
▼ 9.08%▲ 1.42%▼ 2.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zurich Insurance Group AG
0.09%
▲ 2.04%
2
Buy
Dec 07, 2024
Zurich Insurance Group AG
0.09%
▼ 1.66%
2
Buy
Dec 07, 2024
Zurich Insurance Group
0.92%
0.00%
2
Buy
Dec 07, 2024
Mcgrath Rentcorp
0.36%
▲ 5.18%
1
Open
Dec 07, 2024
Raymond James Financial
0.43%
▼ 5.88%
1
Open
Dec 07, 2024
CTS Eventim AG & Co. KGaA
0.31%
▲ 6.12%
1
Open
Oct 13, 2024
Wolters Kluwer N.V.
0.52%
▲ 10.31%
1
Open
Oct 13, 2024
Fortinet
0.32%
▲ 32.83%
1
Open
Oct 13, 2024
Prysmian SpA
0.21%
▲ 3.46%
1
Open
Oct 13, 2024
Moody's
1.43%
▲ 4.53%
1
Open
Oct 13, 2024
Markel
5.27%
▲ 17.22%
1
Open
Oct 13, 2024
Public Storage
0.87%
▼ 10.67%
1
Open
Oct 13, 2024
Veeva Systems
0.65%
▲ 7.30%
1
Open
Oct 13, 2024
Bio-Rad Laboratories
0.8%
▼ 17.88%
1
Open
Oct 13, 2024
Sartorius
0.58%
▲ 1.58%
1
Open
Oct 13, 2024
Sartorius
0.73%
▲ 0.04%
1
Open
Oct 13, 2024
Epam Systems
0.6%
▲ 5.47%
1
Open
Oct 13, 2024
NIBE Industrier AB
0.01%
▼ 18.35%
1
Open
Oct 13, 2024
Elia System Operator SA/NV
0.19%
▼ 33.28%
1
Open
Oct 13, 2024
Boston Beer
0.65%
▼ 17.47%
1
Open
Oct 13, 2024