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New Portfolio Sep 2024 - New Portfolio

Berk Luleci

New Portfolio Sep 2024
Individual Investor
Ranked #438,795 out of 769,002 TipRanks' Investors
Success Rate
30%
3 out of 10
profitable transactions
Average Return
-2.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.96%
6-Month Return-
12-Month Return-
YTD Return▼ 1.79%
Total Return▼ 1.79%

Best Trade

Opened at
Closed at-
Gain▲ 17.03%

Bio

Top 10 shares of my current portfolio

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%
▲ 1.72%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.91%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 0.48%
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%▲ 1.72%
▲ 5.70%▼ 0.89%▼ 3.91%
▲ 23.63%▲ 3.84%▲ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bristol-Myers Squibb
13.12%
▲ 17.03%
1
Open
Sep 23, 2024
Crown Castle
5.61%
▼ 10.69%
1
Open
Sep 23, 2024
CVS Health
7.35%
▼ 0.18%
1
Open
Sep 23, 2024
Chevron
13.87%
▲ 10.46%
1
Open
Sep 23, 2024
Devon Energy
8.51%
▼ 6.86%
1
Open
Sep 23, 2024
Intel
9.18%
▲ 6.43%
1
Open
Sep 23, 2024
Medtronic
9.33%
▼ 5.66%
1
Open
Sep 23, 2024
Nike
10.13%
▼ 14.90%
1
Open
Sep 23, 2024
Realty Income
16.01%
▼ 7.94%
1
Open
Sep 23, 2024
PepsiCo
6.88%
▼ 7.77%
1
Open
Sep 23, 2024