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New Portfolio Nov 2024 - New Portfolio

Income Base

New Portfolio Nov 2024
Individual Investor
Ranked #390,112 out of 789,901 TipRanks' Investors
Success Rate
43%
6 out of 14
profitable transactions
Average Return
9.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.43%
6-Month Return-
12-Month Return-
YTD Return▲ 8.69%
Total Return▲ 5.86%

Best Trade

Opened at
Closed at-
Gain▲ 158.16%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.01%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 1.14%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.71%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.44%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.01%▼ 0.89%
▲ 26.01%▲ 5.96%▲ 1.14%
▲ 5.96%▼ 2.41%▼ 3.71%
▲ 5.25%▲ 2.69%▲ 10.55%
▼ 12.86%▼ 1.27%▼ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Shell
7.58%
▲ 2.31%
2
Buy
Dec 02, 2024
Merck & Company
7.59%
▼ 7.25%
2
Buy
Dec 02, 2024
KinderCare Learning Companies Inc
4.3%
▼ 17.84%
2
Buy
Dec 02, 2024
Dexcom
11.21%
▲ 23.37%
1
Open
Nov 02, 2024
Walmart
21.3%
▲ 18.62%
1
Open
Nov 02, 2024
HF Sinclair Corporation
3.23%
▼ 14.21%
1
Open
Nov 02, 2024
PepsiCo
12.71%
▼ 5.42%
1
Open
Nov 02, 2024
Pfizer
3.42%
▼ 2.38%
1
Open
Nov 02, 2024
Senseonics Holdings
14.17%
▲ 158.16%
1
Open
Nov 02, 2024
Johnson & Johnson
10.9%
▲ 7.41%
1
Open
Nov 02, 2024
Devon Energy
3.59%
▼ 11.54%
1
Open
Nov 02, 2024