New Portfolio Sep 2024 - New Portfolio

gracaermida@gmail.com

New Portfolio Sep 2024
Individual Investor
Ranked #454,213 out of 764,637 TipRanks' Investors
Success Rate
53%
10 out of 19
profitable transactions
Average Return
-0.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.01%
6-Month Return-
12-Month Return-
YTD Return▲ 1.07%
Total Return▲ 1.07%

Best Trade

Opened at
Closed at-
Gain▲ 16.46%

Bio

Performance

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
▼ 4.21%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.05%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.45%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 1.69%
▲ 6.02%▼ 0.89%▼ 1.05%
▼ 2.57%▲ 0.42%▲ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
LVMH Moet Hennessy Louis Vuitton
1.94%
▲ 2.67%
1
Open
Sep 23, 2024
ASML Holding NV
6.01%
▼ 12.68%
1
Open
Sep 23, 2024
Apple
3.26%
▼ 1.57%
1
Open
Sep 22, 2024
Microsoft
18.54%
▼ 5.34%
1
Open
Sep 22, 2024
SPDR S&P 500 ETF Trust
8.36%
▲ 0.24%
1
Open
Sep 22, 2024
Tesla
3.87%
▼ 0.41%
1
Open
Sep 22, 2024
Amazon
10.33%
▲ 2.09%
1
Open
Sep 22, 2024
Alphabet Class A
4.97%
▲ 5.83%
1
Open
Sep 22, 2024
Home Depot
1.74%
▲ 0.16%
1
Open
Sep 22, 2024
iShares U.S. Aerospace & Defense ETF
0.76%
▼ 3.25%
1
Open
Sep 22, 2024
Coca-Cola
1.9%
▼ 9.37%
1
Open
Sep 22, 2024
Moody's
1.34%
▼ 4.73%
1
Open
Sep 22, 2024
Mondelez International
1.14%
▼ 7.54%
1
Open
Sep 22, 2024
Meta Platforms
5.77%
▲ 0.49%
1
Open
Sep 22, 2024
Nvidia
5.65%
▲ 16.46%
1
Open
Sep 22, 2024
Philip Morris
1.14%
▲ 9.11%
1
Open
Sep 22, 2024
Visa
4.28%
▲ 0.73%
1
Open
Sep 22, 2024
Vanguard S&P 500 ETF
5.38%
▲ 0.27%
1
Open
Sep 22, 2024
Berkshire Hathaway B
13.6%
▼ 0.62%
1
Open
Sep 22, 2024