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New Portfolio Oct 2024 - New Portfolio

New Portfolio Oct 2024
Individual Investor
Ranked #433,595 out of 793,101 TipRanks' Investors
Success Rate
23%
3 out of 13
profitable transactions
Average Return
-3.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.45%
6-Month Return-
12-Month Return-
YTD Return▼ 1.78%
Total Return▼ 2.37%

Best Trade

Opened at
Closed at-
Gain▲ 11.05%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.13%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.29%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 0.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.57%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 3.71%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.13%
▲ 26.01%▲ 5.96%▲ 6.09%
▲ 5.39%▼ 2.41%▼ 3.29%
▲ 5.83%▲ 2.69%▲ 0.43%
▼ 12.86%▼ 1.27%▲ 1.57%
▲ 2.82%▼ 4.80%▼ 3.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
7.69%
▼ 4.36%
1
Open
Oct 14, 2024
American Express
7.69%
▲ 0.72%
1
Open
Oct 14, 2024
Bank of America
7.69%
▲ 3.99%
1
Open
Oct 14, 2024
Chevron
7.69%
▲ 11.05%
1
Open
Oct 14, 2024
Kraft Heinz
7.69%
▼ 15.52%
1
Open
Oct 14, 2024
Coca-Cola
7.69%
▼ 0.50%
1
Open
Oct 14, 2024
Moody's
7.69%
▼ 1.79%
1
Open
Oct 14, 2024
Microsoft
7.69%
▼ 5.84%
1
Open
Oct 14, 2024
Nvidia
7.69%
▼ 12.05%
1
Open
Oct 14, 2024
Occidental Petroleum
7.69%
▼ 10.25%
1
Open
Oct 14, 2024
Invesco QQQ Trust
7.69%
▼ 1.07%
1
Open
Oct 14, 2024
SPDR S&P 500 ETF Trust
7.69%
▼ 1.13%
1
Open
Oct 14, 2024
US Bancorp
7.69%
▼ 6.16%
1
Open
Oct 14, 2024