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New Portfolio Oct 2024 - New Portfolio

Ruben

New Portfolio Oct 2024
Individual Investor
Ranked #314,258 out of 769,002 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
2.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.33%
6-Month Return-
12-Month Return-
YTD Return▲ 2.33%
Total Return▲ 2.33%

Best Trade

Opened at
Closed at-
Gain▲ 9.73%

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
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 0.87%
▲ 21.94%▲ 3.81%▲ 3.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 6.39%
1
Open
Oct 29, 2024
Bank of America
12.5%
▲ 8.30%
1
Open
Oct 29, 2024
Chevron
12.5%
▲ 9.73%
1
Open
Oct 29, 2024
Kraft Heinz
12.5%
▼ 11.26%
1
Open
Oct 29, 2024
Coca-Cola
12.5%
▼ 3.92%
1
Open
Oct 29, 2024
Moody's
12.5%
▲ 3.06%
1
Open
Oct 29, 2024
Occidental Petroleum
12.5%
▲ 1.66%
1
Open
Oct 29, 2024
US Bancorp
12.5%
▲ 5.23%
1
Open
Oct 29, 2024