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New Portfolio Oct 2024
- New Portfolio
Performance
Portfolio Details
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
Asset
Marvell (MRVL)
Opened at
Oct 18, 2024
Closed at
Dec 04, 2024
Gain
▲ 47.96%
Bio
My Portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
GTLS
Chart Industries
0%
▲ 43.47%
3
Sell
Dec 18, 2024
ANET
Arista Networks
0%
▲ 3.45%
2
Sell
Dec 18, 2024
UNH
UnitedHealth
2.3%
▼ 2.10%
1
Open
Dec 18, 2024
MU
Micron
2.05%
▼ 16.18%
1
Open
Dec 18, 2024
UAL
United Airlines Holdings
―
▲ 33.85%
3
Close
Dec 04, 2024
MRVL
Marvell
―
▲ 47.96%
3
Close
Dec 04, 2024
GAP
Gap Inc
―
▲ 15.56%
3
Close
Dec 04, 2024
AEM
Agnico Eagle
5.58%
▼ 2.71%
3
Buy
Dec 04, 2024
LLY
Eli Lilly & Co
3.57%
▼ 8.71%
1
Open
Dec 04, 2024
RARE
Ultragenyx Pharmaceutical
2.18%
▼ 7.73%
1
Open
Dec 04, 2024
GLD
SPDR Gold Shares
3.01%
▼ 2.07%
1
Open
Dec 04, 2024
COUR
Coursera
―
▲ 8.21%
2
Close
Dec 02, 2024
AMZY
YieldMax AMZN Option Income Strategy ETF
2.24%
▲ 6.08%
1
Open
Nov 25, 2024
KO
Coca-Cola
5.88%
▼ 5.15%
3
Buy
Nov 15, 2024
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
―
▲ 0.10%
2
Close
Nov 11, 2024
GSY
Invesco Ultra Short Duration ETF
―
▲ 0.12%
2
Close
Nov 11, 2024
IEF
iShares 7-10 Year Treasury Bond ETF
―
▲ 0.29%
2
Close
Nov 11, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 2.75%
2
Close
Nov 11, 2024
MSFT
Microsoft
12.34%
▲ 5.72%
2
Buy
Nov 01, 2024
GOOGL
Alphabet Class A
8.28%
▲ 12.60%
2
Buy
Nov 01, 2024
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