New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #427,846 out of 764,630 TipRanks' Investors
Success Rate
45%
9 out of 20
profitable transactions
Average Return
-0.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.24%
6-Month Return-
12-Month Return-
YTD Return▲ 4.25%
Total Return▲ 4.25%

Best Trade

Opened at
Closed at-
Gain▲ 13.80%

Bio

Balanced Portfolio for long term growth

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 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%
▲ 1.25%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 4.36%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 1.25%
▲ 6.02%▼ 0.89%▲ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solana
2.53%
▲ 13.80%
1
Open
Sep 24, 2024
ChainLink
1.08%
▼ 0.09%
1
Open
Sep 24, 2024
Ethereum
2.06%
▼ 4.62%
1
Open
Sep 24, 2024
Bitcoin
4.7%
▲ 10.23%
1
Open
Sep 24, 2024
0.91%
▼ 15.58%
1
Open
Sep 24, 2024
Apple
5.32%
▼ 1.57%
1
Open
Sep 23, 2024
Unilever
2.59%
▼ 5.52%
1
Open
Sep 23, 2024
Microsoft
5.13%
▼ 5.34%
1
Open
Sep 23, 2024
Meta Platforms
5.49%
▲ 0.49%
1
Open
Sep 23, 2024
LVMH Moet Hennessy Louis Vuitton SE
5.4%
▼ 0.41%
1
Open
Sep 23, 2024
Eli Lilly & Co
4.84%
▼ 10.84%
1
Open
Sep 23, 2024
Visa
5.56%
▲ 0.73%
1
Open
Sep 23, 2024
Alphabet Class C
5.71%
▲ 5.87%
1
Open
Sep 23, 2024
Stellantis
11.04%
▼ 7.69%
1
Open
Sep 23, 2024
Air Liquide
5.79%
▼ 2.52%
1
Open
Sep 23, 2024
Solvay SA
6.35%
▲ 7.73%
1
Open
Sep 23, 2024
BlackRock
11.55%
▲ 5.06%
1
Open
Sep 23, 2024
Amazon
5.62%
▲ 2.09%
1
Open
Sep 23, 2024
TotalEnergies SE
5.53%
▼ 5.60%
1
Open
Sep 23, 2024
Walmart
2.83%
▲ 2.32%
1
Open
Sep 23, 2024