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New Portfolio Oct 2024 - New Portfolio

Ruben

New Portfolio Oct 2024
Individual Investor
Ranked #455,587 out of 775,923 TipRanks' Investors
Success Rate
38%
3 out of 8
profitable transactions
Average Return
-1.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.52%
6-Month Return-
12-Month Return-
YTD Return▼ 1.05%
Total Return▼ 1.05%

Best Trade

Opened at
Closed at-
Gain▲ 10.44%

Bio

Performance

43.22%0-43.22%
▲ 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
▲ 5.38%
▼ 0.89%
▼ 0.87%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.43%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.21%
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%
▲ 5.38%▼ 0.89%▼ 0.87%
▲ 43.22%▲ 5.96%▲ 6.43%
▲ 3.34%▼ 1.56%▼ 6.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 10.44%
1
Open
Oct 29, 2024
Bank of America
12.5%
▲ 4.44%
1
Open
Oct 29, 2024
Chevron
12.5%
▼ 2.84%
1
Open
Oct 29, 2024
Kraft Heinz
12.5%
▼ 12.30%
1
Open
Oct 29, 2024
Coca-Cola
12.5%
▼ 4.59%
1
Open
Oct 29, 2024
Moody's
12.5%
▲ 1.45%
1
Open
Oct 29, 2024
Occidental Petroleum
12.5%
▼ 5.46%
1
Open
Oct 29, 2024
US Bancorp
12.5%
▼ 0.62%
1
Open
Oct 29, 2024