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Retire Acct 9-15-24 - New Portfolio
Chuck W.
Retire Acct 9-15-24Individual Investor
Ranked #280,684 out of 775,923 TipRanks' Investors
Success Rate
80 out of 139
profitable transactions
profitable transactions
Average Return
2.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.71%
6-Month Return-
12-Month Return-
YTD Return▲ 4.33%
Total Return▲ 4.33%
Best Trade
Bio
Let's see how this goes . .
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%
▲ 3.97%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.83%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.54%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.15%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%―
▲ 7.82%▲ 2.10%▲ 3.97%
▲ 5.38%▼ 0.89%▼ 2.83%
▲ 43.22%▲ 5.96%▲ 5.54%
▲ 3.34%▼ 1.56%▼ 2.15%
Recent Activity
AGNC Investment
10.91%
▼ 0.51%
12
Buy
Dec 20, 2024
Meta Platforms
11.55%
▼ 0.07%
8
Buy
Dec 19, 2024
Nvidia
9.53%
▲ 1.88%
12
Buy
Dec 19, 2024
Amazon
7.17%
▲ 4.56%
5
Buy
Dec 19, 2024
Blackstone Secured Lending Fund
22.12%
▲ 3.59%
13
Buy
Dec 18, 2024
Verizon
―
▼ 5.84%
3
Close
Dec 18, 2024
Alphabet Class C
―
▲ 24.78%
2
Close
Dec 16, 2024
Global X NASDAQ 100 Covered Call ETF
9.08%
▲ 2.63%
7
Buy
Dec 11, 2024
Enel Chile SA
5.45%
▲ 6.17%
4
Buy
Dec 11, 2024
Petroleo Brasileiro SA- Petrobras
13.72%
▼ 6.19%
12
Buy
Dec 10, 2024
OppFi
―
▼ 15.21%
3
Close
Dec 10, 2024
Invesco QQQ Trust
―
▲ 8.10%
5
Close
Dec 09, 2024
Patria Investments
―
▲ 13.89%
2
Close
Dec 09, 2024
iShares U.S. Healthcare Providers ETF
―
▼ 9.34%
2
Close
Dec 09, 2024
ETFMG Travel Tech ETF
―
▲ 15.64%
3
Close
Dec 09, 2024
Coca-Cola
―
▼ 13.18%
2
Close
Dec 09, 2024
Barrick Gold
―
▼ 16.29%
2
Close
Dec 09, 2024
Abbott Laboratories
―
▼ 2.28%
2
Close
Dec 09, 2024
Birkenstock Holding plc
―
▲ 12.60%
2
Close
Dec 09, 2024
SPDR S&P 500 ETF Trust
―
▲ 5.81%
2
Close
Dec 09, 2024