New Portfolio Oct 2024 - New Portfolio

Ruben

New Portfolio Oct 2024
Individual Investor
Ranked #411,437 out of 764,634 TipRanks' Investors
Success Rate
25%
2 out of 8
profitable transactions
Average Return
-0.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.65%
6-Month Return-
12-Month Return-
YTD Return▼ 0.65%
Total Return▼ 0.65%

Best Trade

Opened at
Closed at-
Gain▲ 3.06%

Bio

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%
▼ 0.87%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.22%
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%▼ 0.87%
▼ 2.57%▲ 0.42%▲ 0.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 0.84%
1
Open
Oct 29, 2024
Bank of America
12.5%
▼ 1.81%
1
Open
Oct 29, 2024
Chevron
12.5%
▲ 3.06%
1
Open
Oct 29, 2024
Kraft Heinz
12.5%
▼ 3.76%
1
Open
Oct 29, 2024
Coca-Cola
12.5%
▼ 0.84%
1
Open
Oct 29, 2024
Moody's
12.5%
▼ 0.90%
1
Open
Oct 29, 2024
Occidental Petroleum
12.5%
▼ 1.02%
1
Open
Oct 29, 2024
US Bancorp
12.5%
▼ 0.79%
1
Open
Oct 29, 2024