tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #428,699 out of 775,913 TipRanks' Investors
Success Rate
44%
45 out of 103
profitable transactions
Average Return
0.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.25%
6-Month Return-
12-Month Return-
YTD Return▲ 1.86%
Total Return▲ 1.86%

Best Trade

Opened at
Closed at-
Gain▲ 45.69%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.47%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.78%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.58%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 2.47%
▲ 5.38%▼ 0.89%▼ 2.32%
▲ 43.22%▲ 5.96%▲ 7.78%
▲ 3.34%▼ 1.56%▼ 5.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zurich Insurance Group AG
0.09%
▼ 5.38%
2
Buy
Dec 07, 2024
Zurich Insurance Group AG
0.09%
▼ 3.67%
2
Buy
Dec 07, 2024
Zurich Insurance Group
0.91%
0.00%
2
Buy
Dec 07, 2024
Mcgrath Rentcorp
0.32%
▼ 7.21%
1
Open
Dec 07, 2024
Raymond James Financial
0.44%
▼ 4.01%
1
Open
Dec 07, 2024
CTS Eventim AG & Co. KGaA
0.25%
▼ 16.26%
1
Open
Oct 13, 2024
Wolters Kluwer N.V.
0.47%
▲ 0.92%
1
Open
Oct 13, 2024
Fortinet
0.28%
▲ 17.34%
1
Open
Oct 13, 2024
Prysmian SpA
0.18%
▼ 8.01%
1
Open
Oct 13, 2024
Moody's
1.34%
▼ 2.56%
1
Open
Oct 13, 2024
Markel
4.95%
▲ 10.14%
1
Open
Oct 13, 2024
Public Storage
0.85%
▼ 12.63%
1
Open
Oct 13, 2024
Veeva Systems
0.64%
▲ 6.53%
1
Open
Oct 13, 2024
Bio-Rad Laboratories
0.94%
▼ 3.98%
1
Open
Oct 13, 2024
Sartorius
0.53%
▼ 7.06%
1
Open
Oct 13, 2024
Sartorius
0.65%
▼ 10.87%
1
Open
Oct 13, 2024
Epam Systems
0.71%
▲ 25.38%
1
Open
Oct 13, 2024
NIBE Industrier AB
0.01%
▼ 19.87%
1
Open
Oct 13, 2024
Elia System Operator SA/NV
0.22%
▼ 23.67%
1
Open
Oct 13, 2024
Boston Beer
0.87%
▲ 9.93%
1
Open
Oct 13, 2024