New Portfolio Oct 2024 - New Portfolio

6d62@protonmail.ch

New Portfolio Oct 2024
Individual Investor
Ranked #410,704 out of 764,637 TipRanks' Investors
Success Rate
37%
16 out of 43
profitable transactions
Average Return
-1.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.20%
6-Month Return-
12-Month Return-
YTD Return▼ 1.20%
Total Return▼ 1.20%

Best Trade

Opened at
Closed at-
Gain▲ 10.60%

Bio

"moat" focus 1. energy 2. finance - excl insurance 3. defense

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%
▼ 1.26%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.06%
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%▼ 1.26%
▼ 2.57%▲ 0.42%▲ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
2.38%
▼ 4.22%
1
Open
Oct 18, 2024
Argan
2.38%
▲ 6.60%
1
Open
Oct 18, 2024
Antero Midstream
2.38%
▼ 3.65%
1
Open
Oct 18, 2024
Amazon
2.38%
▲ 4.73%
1
Open
Oct 18, 2024
Ares Management
2.38%
▼ 4.72%
1
Open
Oct 18, 2024
Blue Owl Capital
2.38%
▼ 10.06%
1
Open
Oct 18, 2024
Booz Allen
2.38%
▲ 10.60%
1
Open
Oct 18, 2024
Cheniere Energy
2.38%
▲ 2.94%
1
Open
Oct 18, 2024
Chevron
2.38%
▲ 1.54%
1
Open
Oct 18, 2024
Cloudflare
2.38%
▼ 3.58%
1
Open
Oct 18, 2024
CME Group
2.38%
▼ 2.06%
1
Open
Oct 18, 2024
Conocophillips
2.38%
▲ 2.05%
1
Open
Oct 18, 2024
Donaldson Company
2.38%
▼ 2.46%
1
Open
Oct 18, 2024
Dorian LPG
2.38%
▼ 10.53%
1
Open
Oct 18, 2024
DT Midstream
2.38%
▲ 2.15%
1
Open
Oct 18, 2024
Enbridge
2.38%
▼ 3.72%
1
Open
Oct 18, 2024
EnLink Midstream
2.38%
▲ 0.77%
1
Open
Oct 18, 2024
EQT
▼ 2.38%
1
Close
Oct 18, 2024
Flowserve
2.38%
▼ 1.78%
1
Open
Oct 18, 2024
Honeywell International
2.38%
▼ 5.78%
1
Open
Oct 18, 2024