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New Portfolio - New Portfolio

kodacoopertivecompany@gmail.com

New Portfolio
Individual Investor
Ranked #300,025 out of 769,002 TipRanks' Investors
Success Rate
71%
10 out of 14
profitable transactions
Average Return
1.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.77%
6-Month Return-
12-Month Return-
YTD Return▼ 5.63%
Total Return▼ 5.63%

Best Trade

Opened at
Closed at-
Gain▲ 34.51%

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

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%
▼ 5.62%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.82%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.88%
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%▼ 5.62%
▲ 5.70%▼ 0.89%▼ 2.82%
▲ 23.63%▲ 3.84%▲ 2.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
3.52%
▲ 0.83%
1
Open
Sep 24, 2024
Amazon
0.63%
▲ 4.60%
1
Open
Sep 24, 2024
Energy Transfer
0.7%
▲ 14.90%
1
Open
Sep 24, 2024
Alphabet Class C
4.3%
▲ 8.37%
1
Open
Sep 24, 2024
Microsoft
6.08%
▼ 3.19%
1
Open
Sep 24, 2024
Nvidia
4.91%
▲ 20.70%
1
Open
Sep 24, 2024
Procter & Gamble
20.23%
▼ 0.78%
1
Open
Sep 24, 2024
Invesco QQQ Trust
22.81%
▲ 3.67%
1
Open
Sep 24, 2024
Tesla
25%
▲ 34.51%
1
Open
Sep 24, 2024
Energy Fuels
0.64%
▲ 27.11%
1
Open
Sep 24, 2024
Energy Select Sector SPDR Fund
10.72%
▲ 8.37%
1
Open
Sep 24, 2024
XChange TECINC
0.01%
▼ 93.96%
1
Open
Sep 24, 2024
Ecopetrol SA
0.47%
▼ 13.30%
1
Open
Sep 24, 2024
Micron
0%
▲ 4.77%
1
Open
Sep 24, 2024