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Mock 20 - New Portfolio

KH

Mock 20
Individual Investor
Ranked #282,536 out of 775,923 TipRanks' Investors
Success Rate
65%
13 out of 20
profitable transactions
Average Return
7.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.79%
6-Month Return-
12-Month Return-
YTD Return▲ 8.40%
Total Return▲ 8.40%

Best Trade

Opened at
Closed at-
Gain▲ 72.21%

Bio

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%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.26%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.28%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 2.27%
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%
▲ 5.38%▼ 0.89%▼ 0.26%
▲ 43.22%▲ 5.96%▲ 6.28%
▲ 3.34%▼ 1.56%▲ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
15.58%
▲ 12.85%
1
Open
Oct 08, 2024
UnitedHealth
1.89%
▼ 13.68%
1
Open
Oct 08, 2024
Tesla
5.48%
▲ 72.21%
1
Open
Oct 08, 2024
Procter & Gamble
1.81%
▲ 0.53%
1
Open
Oct 08, 2024
Nvidia
13.77%
▲ 1.37%
1
Open
Oct 08, 2024
Microsoft
13.29%
▲ 5.49%
1
Open
Oct 08, 2024
Meta Platforms
5.02%
▼ 1.21%
1
Open
Oct 08, 2024
Mastercard
1.79%
▲ 6.37%
1
Open
Oct 08, 2024
Eli Lilly & Co
2.6%
▼ 15.84%
1
Open
Oct 08, 2024
JPMorgan Chase & Co.
3.83%
▲ 12.74%
1
Open
Oct 08, 2024
Johnson & Johnson
1.54%
▼ 8.80%
1
Open
Oct 08, 2024
Home Depot
1.95%
▼ 5.21%
1
Open
Oct 08, 2024
Alphabet Class A
4.57%
▲ 16.58%
1
Open
Oct 08, 2024
Alphabet Class C
3.81%
▲ 16.58%
1
Open
Oct 08, 2024
Costco
3.03%
▲ 7.29%
1
Open
Oct 08, 2024
Berkshire Hathaway B
3.69%
▼ 0.13%
1
Open
Oct 08, 2024
Broadcom
3.97%
▲ 22.17%
1
Open
Oct 08, 2024
Amazon
8.4%
▲ 23.10%
1
Open
Oct 08, 2024
Visa
2.15%
▲ 15.77%
1
Open
Oct 08, 2024
Exxon Mobil
1.85%
▼ 12.54%
1
Open
Oct 08, 2024