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Sep 2024 - New Portfolio

PerformancePortfolio Details

Bo

Sep 2024
Individual Investor
Ranked #135,306 out of 781,348 TipRanks' Investors
Success Rate
71%
48 out of 68
profitable transactions
Average Return
6.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.62%
6-Month Return-
12-Month Return-
YTD Return▲ 7.46%
Total Return▲ 15.96%

Best Trade

AssetIvanhoe Ele... (IE)
Opened at
Closed at
Gain▲ 43.98%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.42%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 7.46%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▲ 3.27%
▲ 26.04%▲ 5.96%▲ 8.05%
▲ 5.93%▼ 2.41%▼ 5.42%
▲ 6.90%▲ 1.96%▲ 7.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SYM
Symbotic
4.06%
▲ 31.12%
7
Sell
Jan 22, 2025
EVV
Eaton Vance Limited Duration Income Fund
2.25%
▲ 0.50%
2
Buy
Jan 18, 2025
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
3.63%
▲ 5.70%
3
Buy
Jan 18, 2025
LYB
LyondellBasell
1.49%
▲ 3.60%
4
Buy
Jan 18, 2025
KHC
Kraft Heinz
0.19%
0.00%
1
Open
Jan 18, 2025
NUSI
Nationwide Risk-Managed Income ETF
0.17%
0.00%
1
Open
Jan 18, 2025
VZ
Verizon
2.87%
▼ 0.46%
2
Buy
Jan 11, 2025
IEP
Icahn Enterprises
0.99%
▼ 19.17%
4
Sell
Jan 11, 2025
GPC
Genuine Parts Company
―
▲ 1.21%
2
Close
Jan 11, 2025
EIM
Eaton Vance Municipal Bond Fund
4.68%
▼ 1.40%
2
Buy
Jan 11, 2025
AES
AES
―
▲ 0.12%
7
Close
Jan 03, 2025
MHF
Western Asset Municipal High Income Fund
5.2%
▲ 2.96%
3
Buy
Dec 20, 2024
PFE
Pfizer
1.36%
▼ 9.06%
3
Sell
Dec 15, 2024
MMT
MFS Multimarket Income Trust
0.37%
▼ 0.73%
2
Buy
Dec 15, 2024
GOOGL
Alphabet Class A
―
▲ 6.56%
2
Close
Dec 07, 2024
CE
Celanese
―
▼ 0.11%
2
Close
Dec 07, 2024
EL
The Estée Lauder Companies
―
▲ 19.89%
2
Close
Dec 04, 2024
JEPI
JPMorgan Equity Premium Income ETF
5.13%
▲ 1.18%
3
Buy
Dec 02, 2024
EPD
Enterprise Products Partners
4.14%
▲ 12.37%
3
Buy
Dec 02, 2024
DBL
Doubleline Opportunistic Credit Fund
7.16%
▲ 1.57%
3
Buy
Dec 02, 2024