Mock 20 - New Portfolio

KH

Mock 20
Individual Investor
Ranked #336,159 out of 765,504 TipRanks' Investors
Success Rate
60%
12 out of 20
profitable transactions
Average Return
3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return-
12-Month Return-
YTD Return▲ 4.63%
Total Return▲ 4.63%

Best Trade

Opened at
Closed at-
Gain▲ 18.01%

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
▼ 4.21%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.72%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 3.88%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 6.02%▼ 0.89%▲ 0.72%
▲ 4.77%▲ 3.94%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
14.37%
▼ 1.35%
1
Open
Oct 08, 2024
UnitedHealth
2.36%
▲ 2.60%
1
Open
Oct 08, 2024
Tesla
3.99%
▲ 18.01%
1
Open
Oct 08, 2024
Procter & Gamble
1.82%
▼ 3.67%
1
Open
Oct 08, 2024
Nvidia
15.71%
▲ 9.57%
1
Open
Oct 08, 2024
Microsoft
13.37%
▲ 1.32%
1
Open
Oct 08, 2024
Meta Platforms
5.23%
▼ 3.52%
1
Open
Oct 08, 2024
Mastercard
1.81%
▲ 4.98%
1
Open
Oct 08, 2024
Eli Lilly & Co
2.79%
▼ 15.03%
1
Open
Oct 08, 2024
JPMorgan Chase & Co.
3.93%
▲ 17.23%
1
Open
Oct 08, 2024
Johnson & Johnson
1.72%
▼ 1.13%
1
Open
Oct 08, 2024
Home Depot
2.04%
▼ 6.23%
1
Open
Oct 08, 2024
Alphabet Class A
4.45%
▲ 7.38%
1
Open
Oct 08, 2024
Alphabet Class C
3.71%
▲ 7.62%
1
Open
Oct 08, 2024
Costco
3%
▲ 1.13%
1
Open
Oct 08, 2024
Berkshire Hathaway B
3.87%
▲ 3.33%
1
Open
Oct 08, 2024
Broadcom
3.41%
▼ 0.65%
1
Open
Oct 08, 2024
Amazon
8.1%
▲ 13.34%
1
Open
Oct 08, 2024
Visa
2.13%
▲ 11.80%
1
Open
Oct 08, 2024
Exxon Mobil
2.18%
▼ 0.85%
1
Open
Oct 08, 2024