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New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #372,709 out of 775,913 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
1.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return-
12-Month Return-
YTD Return▼ 5.27%
Total Return▼ 5.27%

Best Trade

Opened at
Closed at-
Gain▲ 65.60%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 5.62%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.78%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%▼ 5.62%
▲ 5.38%▼ 0.89%▼ 2.82%
▲ 43.22%▲ 5.96%▲ 5.15%
▲ 3.34%▼ 1.56%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.72%
▲ 12.05%
1
Open
Sep 24, 2024
Amazon
0.68%
▲ 15.96%
1
Open
Sep 24, 2024
Energy Transfer
0.66%
▲ 18.55%
1
Open
Sep 24, 2024
Alphabet Class C
4.65%
▲ 18.05%
1
Open
Sep 24, 2024
Microsoft
6.09%
▲ 1.94%
1
Open
Sep 24, 2024
Nvidia
4.27%
▲ 11.45%
1
Open
Sep 24, 2024
Procter & Gamble
18.66%
▼ 2.42%
1
Open
Sep 24, 2024
Invesco QQQ Trust
22.21%
▲ 6.86%
1
Open
Sep 24, 2024
Tesla
29.38%
▲ 65.60%
1
Open
Sep 24, 2024
Energy Fuels
0.45%
▼ 2.93%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
8.81%
▼ 5.35%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 96.13%
1
Open
Sep 24, 2024
Ecopetrol SA
0.41%
▼ 18.03%
1
Open
Sep 24, 2024
Micron
0%
▼ 4.02%
1
Open
Sep 24, 2024