tiprankstipranks

New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #298,831 out of 781,107 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
4.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.92%
6-Month Return-
12-Month Return-
YTD Return▲ 6.47%
Total Return▼ 2.44%

Best Trade

Opened at
Closed at-
Gain▲ 67.74%

Bio

Managing a diverse stock portfolio with strategic investments through Koda Cooperative Company LLC, focusing on long-term growth and value. Our approach blends market insight with innovative opportunities, aiming for sustainable returns while adaptin

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%
▼ 5.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.16%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 6.47%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▼ 5.62%
▲ 10.00%▼ 0.89%▼ 3.16%
▲ 26.04%▲ 5.96%▲ 5.15%
▲ 5.93%▼ 2.41%▼ 4.67%
▲ 7.55%▲ 1.96%▲ 6.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.2%
▲ 1.26%
1
Open
Sep 24, 2024
Amazon
0.7%
▲ 16.49%
1
Open
Sep 24, 2024
Energy Transfer
0.72%
▲ 27.54%
1
Open
Sep 24, 2024
Alphabet Class C
4.83%
▲ 20.86%
1
Open
Sep 24, 2024
Microsoft
5.97%
▲ 0.17%
1
Open
Sep 24, 2024
Nvidia
4.47%
▲ 13.94%
1
Open
Sep 24, 2024
Procter & Gamble
17.91%
▼ 6.44%
1
Open
Sep 24, 2024
Invesco QQQ Trust
22.42%
▲ 7.67%
1
Open
Sep 24, 2024
Tesla
29.06%
▲ 67.74%
1
Open
Sep 24, 2024
Energy Fuels
0.46%
▼ 4.58%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
9.79%
▲ 6.58%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 95.25%
1
Open
Sep 24, 2024
Ecopetrol SA
0.45%
▼ 9.33%
1
Open
Sep 24, 2024
Micron
0%
▲ 12.77%
1
Open
Sep 24, 2024