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New Portfolio Oct 2024 - New Portfolio

Peter He

New Portfolio Oct 2024
Individual Investor
Ranked #227,449 out of 781,084 TipRanks' Investors
Success Rate
67%
29 out of 43
profitable transactions
Average Return
3.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return-
12-Month Return-
YTD Return▲ 2.54%
Total Return▲ 5.43%

Best Trade

Opened at
Closed at
Gain▲ 54.84%

Bio

My Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.20%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.72%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.39%
Dec 2024
▲ 6.84%
▲ 1.96%
▲ 2.54%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%▼ 3.20%
▲ 26.04%▲ 5.96%▲ 7.72%
▲ 5.93%▼ 2.41%▼ 1.39%
▲ 6.84%▲ 1.96%▲ 2.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
8.62%
▼ 2.90%
4
Buy
Jan 10, 2025
Chart Industries
▲ 54.84%
4
Close
Jan 10, 2025
Edwards Lifesciences
▲ 4.48%
2
Close
Jan 10, 2025
Aptiv
▼ 17.29%
2
Close
Jan 10, 2025
Arista Networks
▲ 8.45%
3
Close
Jan 10, 2025
YieldMax AMZN Option Income Strategy ETF
3.61%
▲ 2.17%
2
Buy
Jan 09, 2025
UnitedHealth
2.34%
▲ 2.01%
1
Open
Dec 18, 2024
Micron
2.42%
▲ 1.91%
1
Open
Dec 18, 2024
United Airlines Holdings
▲ 33.85%
3
Close
Dec 04, 2024
Marvell
▲ 47.97%
3
Close
Dec 04, 2024
Gap Inc
▲ 15.56%
3
Close
Dec 04, 2024
Agnico Eagle
5.98%
▲ 6.93%
3
Buy
Dec 04, 2024
Eli Lilly & Co
3.33%
▼ 12.55%
1
Open
Dec 04, 2024
Ultragenyx Pharmaceutical
1.96%
▼ 15.09%
1
Open
Dec 04, 2024
SPDR Gold Shares
3.05%
▲ 1.88%
1
Open
Dec 04, 2024
Coursera
▲ 8.21%
2
Close
Dec 02, 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