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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #341,367 out of 775,727 TipRanks' Investors
Success Rate
56%
23 out of 41
profitable transactions
Average Return
1.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.84%
6-Month Return-
12-Month Return-
YTD Return▲ 1.50%
Total Return▲ 1.50%

Best Trade

Opened at
Closed at
Gain▲ 47.96%

Bio

My Portfolio

Performance

43.24%0-43.24%
▲ 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
▲ 5.39%
▼ 0.89%
▼ 3.05%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 7.72%
Nov 2024
▼ 2.79%
▼ 2.70%
▼ 2.81%
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%
▲ 5.39%▼ 0.89%▼ 3.05%
▲ 43.24%▲ 5.96%▲ 7.72%
▼ 2.79%▼ 2.70%▼ 2.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chart Industries
0%
▲ 43.47%
3
Sell
Dec 18, 2024
Arista Networks
0%
▲ 3.45%
2
Sell
Dec 18, 2024
UnitedHealth
2.3%
▼ 2.10%
1
Open
Dec 18, 2024
Micron
2.05%
▼ 16.18%
1
Open
Dec 18, 2024
United Airlines Holdings
▲ 33.85%
3
Close
Dec 04, 2024
Marvell
▲ 47.96%
3
Close
Dec 04, 2024
Gap Inc
▲ 15.56%
3
Close
Dec 04, 2024
Agnico Eagle
5.58%
▼ 2.71%
3
Buy
Dec 04, 2024
Eli Lilly & Co
3.57%
▼ 8.71%
1
Open
Dec 04, 2024
Ultragenyx Pharmaceutical
2.18%
▼ 7.73%
1
Open
Dec 04, 2024
SPDR Gold Shares
3.01%
▼ 2.07%
1
Open
Dec 04, 2024
Coursera
▲ 8.21%
2
Close
Dec 02, 2024
YieldMax AMZN Option Income Strategy ETF
2.24%
▲ 6.08%
1
Open
Nov 25, 2024
Coca-Cola
5.88%
▼ 5.15%
3
Buy
Nov 15, 2024
SPDR Bloomberg 1-3 Month T-Bill ETF
▲ 0.10%
2
Close
Nov 11, 2024
Invesco Ultra Short Duration ETF
▲ 0.12%
2
Close
Nov 11, 2024
iShares 7-10 Year Treasury Bond ETF
▲ 0.29%
2
Close
Nov 11, 2024
JPMorgan Equity Premium Income ETF
▲ 2.75%
2
Close
Nov 11, 2024
Microsoft
12.34%
▲ 5.72%
2
Buy
Nov 01, 2024
Alphabet Class A
8.28%
▲ 12.60%
2
Buy
Nov 01, 2024