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New Portfolio Nov 2024 - New Portfolio

Avadesh K

New Portfolio Nov 2024
Individual Investor
Ranked #164,248 out of 788,174 TipRanks' Investors
Success Rate
93%
14 out of 15
profitable transactions
Average Return
9.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.68%
6-Month Return-
12-Month Return-
YTD Return▲ 6.98%
Total Return▲ 10.03%

Best Trade

Opened at
Closed at-
Gain▲ 25.70%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.04%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.43%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.52%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.03%▲ 5.96%▲ 5.00%
▲ 5.97%▼ 2.41%▼ 2.04%
▲ 5.25%▲ 2.69%▲ 6.43%
▼ 9.08%▲ 1.42%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
6.67%
▲ 12.14%
1
Open
Nov 07, 2024
Chevron
6.67%
▲ 3.46%
1
Open
Nov 07, 2024
EOG Resources
6.67%
▲ 8.05%
1
Open
Nov 07, 2024
Energy Transfer
6.67%
▲ 18.59%
1
Open
Nov 07, 2024
Alphabet Class C
6.67%
▲ 2.51%
1
Open
Nov 07, 2024
Hess Midstream Partners
6.67%
▲ 18.57%
1
Open
Nov 07, 2024
International Business Machines
6.67%
▲ 25.70%
1
Open
Nov 07, 2024
Altria Group
6.67%
▲ 3.45%
1
Open
Nov 07, 2024
AT&T
6.67%
▲ 20.15%
1
Open
Nov 07, 2024
Brookfield Asset Management Ltd. Class A
6.67%
▲ 10.31%
1
Open
Nov 07, 2024
Brookfield Corporation
6.67%
▲ 6.77%
1
Open
Nov 07, 2024
Horizons Enhanced US Large Cap Equity Covered Call ETF Trust Unit A
6.67%
▲ 6.64%
1
Open
Nov 07, 2024
iShares CoreSP500Idx
6.67%
▲ 5.10%
1
Open
Nov 07, 2024
BMO S&P500 IdxCAD Un
6.67%
▲ 5.07%
1
Open
Nov 07, 2024
Xerox
6.67%
▼ 9.25%
1
Open
Nov 07, 2024