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Retire Acct 9-15-24
- New Portfolio
Performance
Portfolio Details
Chuck W.
Retire Acct 9-15-24
Individual Investor
Ranked #211,236 out of 769,002 TipRanks' Investors
Success Rate
62%
61 out of 99
profitable transactions
Average Return
2.81%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 1.30%
6-Month Return
-
12-Month Return
-
YTD Return
▲ 5.07%
Total Return
▲ 5.07%
Best Trade
Asset
Shopify (SHOP)
Opened at
Sep 16, 2024
Closed at
Nov 12, 2024
Gain
▲ 48.03%
Bio
Let's see how this goes . .
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
―
Apr 2024
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.72%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
―
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.97%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.88%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 4.05%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
―
▲ 11.46%
▲ 5.06%
―
▼ 2.25%
▲ 3.53%
―
▲ 25.72%
▲ 1.21%
―
▼ 4.22%
▲ 2.34%
―
▲ 7.82%
▲ 2.10%
▲ 3.97%
▲ 5.70%
▼ 0.89%
▼ 2.88%
▲ 21.94%
▲ 3.81%
▲ 4.05%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BXSL
Blackstone Secured Lending Fund
22.95%
▲ 2.20%
9
Buy
Nov 20, 2024
T
AT&T
8.67%
▲ 2.68%
11
Buy
Nov 20, 2024
AGNC
AGNC Investment
7.48%
▲ 0.44%
6
Buy
Nov 20, 2024
UNH
UnitedHealth
―
▼ 0.63%
2
Close
Nov 19, 2024
APH
Amphenol
―
▲ 10.74%
5
Close
Nov 18, 2024
CROX
Crocs
―
▼ 30.02%
2
Close
Nov 18, 2024
FGRTX
Fidelity Mega Cap Stock Fund
―
▲ 5.55%
3
Close
Nov 15, 2024
LEVI
Levi Strauss & Co
―
▼ 18.04%
3
Close
Nov 15, 2024
ENIC
Enel Chile SA
4.67%
▲ 3.12%
2
Buy
Nov 14, 2024
NVDA
Nvidia
2.67%
▲ 12.90%
6
Buy
Nov 13, 2024
SHOP
Shopify
―
▲ 43.23%
5
Close
Nov 12, 2024
WWW
Wolverine World Wide
0.75%
▲ 37.34%
3
Sell
Nov 07, 2024
PBR
Petroleo Brasileiro SA- Petrobras
12.3%
▼ 1.14%
11
Buy
Nov 05, 2024
META
Meta Platforms
6.23%
▲ 1.45%
4
Sell
Nov 05, 2024
RDDT
Reddit Inc Class A
―
▲ 36.83%
2
Close
Nov 04, 2024
AMZN
Amazon
0.65%
▲ 5.27%
1
Open
Oct 30, 2024
VKTX
Viking Therapeutics
2.04%
▼ 23.20%
2
Sell
Oct 29, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
4.56%
▲ 1.40%
3
Buy
Oct 28, 2024
VZ
Verizon
2.31%
▼ 1.20%
2
Buy
Oct 28, 2024
AWAY
ETFMG Travel Tech ETF
1.73%
▲ 8.76%
2
Buy
Oct 23, 2024
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