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New Portfolio Sep 2024 - New Portfolio

Joel

New Portfolio Sep 2024
Individual Investor
Ranked #215,758 out of 783,845 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
23.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.97%
6-Month Return-
12-Month Return-
YTD Return▲ 28.85%
Total Return▲ 43.58%

Best Trade

Opened at
Closed at-
Gain▲ 123.91%

Bio

Performance

28.85%0-28.85%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.72%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 9.81%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 22.91%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.17%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 28.85%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 1.72%
▲ 9.99%▼ 0.89%▼ 9.81%
▲ 26.04%▲ 5.96%▲ 22.91%
▲ 5.93%▼ 2.41%▼ 1.17%
▲ 4.46%▲ 2.69%▲ 28.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Grayscale Future of Finance ETF
▲ 0.09%
2
Close
Dec 12, 2024
Roblox
0.39%
▲ 34.38%
2
Buy
Dec 07, 2024
Flagstar Financial
0.02%
▲ 3.65%
2
Buy
Dec 07, 2024
Ripple
99.53%
▲ 23.95%
1
Open
Dec 06, 2024
Palantir Technologies
0.05%
▲ 123.91%
1
Open
Sep 27, 2024
Nio
0.01%
▼ 33.74%
1
Open
Sep 27, 2024