New Portfolio Nov 2024 - New Portfolio

Avadesh K

New Portfolio Nov 2024
Individual Investor
Ranked #348,404 out of 794,241 TipRanks' Investors
Success Rate
53%
8 out of 15
profitable transactions
Average Return
3.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.46%
6-Month Return-
12-Month Return-
YTD Return▼ 0.02%
Total Return▲ 2.65%

Best Trade

Opened at
Closed at-
Gain▲ 30.86%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.22%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.56%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.63%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%▲ 5.00%
▲ 5.33%▼ 2.41%▼ 2.22%
▲ 5.87%▲ 2.69%▲ 6.17%
▼ 12.86%▼ 1.27%▼ 1.94%
▼ 1.80%▼ 5.57%▼ 4.56%
▲ 0.58%▲ 0.28%▲ 0.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
6.67%
▲ 9.27%
1
Open
Nov 07, 2024
Chevron
6.67%
▲ 9.79%
1
Open
Nov 07, 2024
EOG Resources
6.67%
▲ 2.97%
1
Open
Nov 07, 2024
Energy Transfer
6.67%
▲ 11.40%
1
Open
Nov 07, 2024
Alphabet Class C
6.67%
▼ 12.64%
1
Open
Nov 07, 2024
Hess Midstream Partners
6.67%
▲ 21.99%
1
Open
Nov 07, 2024
International Business Machines
6.67%
▲ 18.86%
1
Open
Nov 07, 2024
Altria Group
6.67%
▲ 13.96%
1
Open
Nov 07, 2024
AT&T
6.67%
▲ 30.86%
1
Open
Nov 07, 2024
Brookfield Asset Management Ltd. Class A
6.67%
▼ 7.26%
1
Open
Nov 07, 2024
Brookfield Corporation
6.67%
▼ 3.19%
1
Open
Nov 07, 2024
Horizons Enhanced US Large Cap Equity Covered Call ETF Trust Unit A
6.67%
▼ 1.27%
1
Open
Nov 07, 2024
iShares CoreSP500Idx
6.67%
▼ 2.24%
1
Open
Nov 07, 2024
BMO S&P500 IdxCAD Un
6.67%
▼ 2.48%
1
Open
Nov 07, 2024
Xerox
6.67%
▼ 41.70%
1
Open
Nov 07, 2024