tiprankstipranks

New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #352,632 out of 769,291 TipRanks' Investors
Success Rate
55%
11 out of 20
profitable transactions
Average Return
7.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.67%
6-Month Return-
12-Month Return-
YTD Return▲ 25.15%
Total Return▲ 25.15%

Best Trade

Opened at
Closed at-
Gain▲ 79.27%

Bio

Balanced Portfolio for long term growth

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
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.25%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 4.23%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 18.58%
Nov 2024
TipRanks AverageS&P 500Investor 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%▲ 1.25%
▲ 5.70%▼ 0.89%▲ 4.23%
▲ 23.63%▲ 3.84%▲ 18.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Solana
3.92%
▲ 79.27%
1
Open
Sep 24, 2024
ChainLink
1.42%
▲ 33.63%
1
Open
Sep 24, 2024
Ethereum
2.73%
▲ 28.32%
1
Open
Sep 24, 2024
Bitcoin
6.57%
▲ 56.78%
1
Open
Sep 24, 2024
1.06%
▲ 0.45%
1
Open
Sep 24, 2024
Apple
5.36%
▲ 1.02%
1
Open
Sep 23, 2024
Unilever
2.4%
▼ 10.49%
1
Open
Sep 23, 2024
Microsoft
5.08%
▼ 4.57%
1
Open
Sep 23, 2024
Meta Platforms
5.37%
▼ 0.23%
1
Open
Sep 23, 2024
LVMH Moet Hennessy Louis Vuitton SE
4.87%
▼ 8.86%
1
Open
Sep 23, 2024
Eli Lilly & Co
4.36%
▼ 18.22%
1
Open
Sep 23, 2024
Visa
5.83%
▲ 7.57%
1
Open
Sep 23, 2024
Alphabet Class C
5.51%
▲ 3.78%
1
Open
Sep 23, 2024
Stellantis
9.85%
▼ 11.71%
1
Open
Sep 23, 2024
Air Liquide
5.23%
▼ 6.65%
1
Open
Sep 23, 2024
Solvay SA
4.94%
▼ 11.21%
1
Open
Sep 23, 2024
BlackRock
11.86%
▲ 9.64%
1
Open
Sep 23, 2024
Amazon
5.55%
▲ 2.32%
1
Open
Sep 23, 2024
TotalEnergies SE
5.1%
▼ 6.78%
1
Open
Sep 23, 2024
Walmart
2.99%
▲ 10.03%
1
Open
Sep 23, 2024