New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #431,751 out of 764,630 TipRanks' Investors
Success Rate
46%
44 out of 95
profitable transactions
Average Return
-1.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.87%
6-Month Return-
12-Month Return-
YTD Return▼ 0.79%
Total Return▼ 0.79%

Best Trade

Opened at
Closed at-
Gain▲ 28.78%

Bio

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
▲ 7.82%
▲ 2.10%
▲ 1.04%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.24%
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%
▲ 7.82%▲ 2.10%▲ 1.04%
▲ 6.02%▼ 0.89%▼ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CTS Eventim AG & Co. KGaA
0.32%
▼ 0.20%
1
Open
Oct 13, 2024
Wolters Kluwer N.V.
0.52%
▲ 0.29%
1
Open
Oct 13, 2024
Fortinet
0.24%
▼ 4.87%
1
Open
Oct 13, 2024
Prysmian SpA
0.21%
▼ 2.71%
1
Open
Oct 13, 2024
Moody's
1.37%
▼ 4.81%
1
Open
Oct 13, 2024
Markel
4.65%
▼ 1.48%
1
Open
Oct 13, 2024
Public Storage
0.97%
▼ 5.84%
1
Open
Oct 13, 2024
Veeva Systems
0.64%
▲ 1.12%
1
Open
Oct 13, 2024
Bio-Rad Laboratories
1.11%
▲ 8.02%
1
Open
Oct 13, 2024
Sartorius
0.63%
▲ 1.26%
1
Open
Oct 13, 2024
Sartorius
0.8%
▲ 0.66%
1
Open
Oct 13, 2024
Epam Systems
0.57%
▼ 4.43%
1
Open
Oct 13, 2024
NIBE Industrier AB
0.01%
▲ 5.15%
1
Open
Oct 13, 2024
Elia System Operator SA/NV
0.29%
▼ 8.03%
1
Open
Oct 13, 2024
Boston Beer
0.89%
▲ 7.08%
1
Open
Oct 13, 2024
Selective Insurance Group
0.28%
▼ 3.51%
1
Open
Oct 13, 2024
Simpson Manufacturing Co
0.54%
▼ 7.46%
1
Open
Oct 13, 2024
Carl Zeiss Meditec
0.19%
▼ 12.85%
1
Open
Oct 13, 2024
Symrise
0.36%
▼ 7.90%
1
Open
Oct 13, 2024
Intuitive Surgical
1.52%
▲ 3.84%
1
Open
Oct 13, 2024