New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #212,721 out of 767,968 TipRanks' Investors
Success Rate
100%
6 out of 6
profitable transactions
Average Return
11.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.04%
6-Month Return-
12-Month Return-
YTD Return▲ 11.24%
Total Return▲ 11.24%

Best Trade

Opened at
Closed at-
Gain▲ 17.82%

Bio

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%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 2.66%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 8.36%
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%
▲ 5.72%▼ 0.89%▲ 2.66%
▲ 19.24%▲ 3.01%▲ 8.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
3.27%
▲ 17.82%
1
Open
Sep 30, 2024
Ford Motor
0.77%
▲ 5.68%
1
Open
Sep 30, 2024
FedEx
20.61%
▲ 7.59%
1
Open
Sep 30, 2024
JPMorgan Chase & Co.
17.17%
▲ 17.05%
1
Open
Sep 30, 2024
Mastercard
36.52%
▲ 5.83%
1
Open
Sep 30, 2024
Visa
21.67%
▲ 12.83%
1
Open
Sep 30, 2024