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XVMO VALUE X MOMENTUM - New Portfolio

termsak tantrakun

XVMO VALUE X MOMENTUM
Individual Investor
Ranked #437,722 out of 769,002 TipRanks' Investors
Success Rate
35%
6 out of 17
profitable transactions
Average Return
-0.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.41%
6-Month Return-
12-Month Return-
YTD Return▼ 3.41%
Total Return▼ 3.41%

Best Trade

Opened at
Closed at-
Gain▲ 3.27%

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%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 3.41%
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%
▲ 23.63%▲ 3.84%▼ 3.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HEICO
5.25%
▼ 2.66%
3
Open
Nov 20, 2024
DaVita
5.35%
▲ 0.67%
2
Sell
Nov 20, 2024
Coinbase Global
5.98%
▼ 1.40%
2
Buy
Nov 20, 2024
Trade Desk
7.36%
0.00%
1
Open
Nov 20, 2024
Starbucks
▼ 0.07%
2
Close
Nov 19, 2024
Trip.com Group Ltd. Sponsored ADR
6.76%
▲ 3.27%
1
Open
Nov 19, 2024
Nvidia
6.66%
▼ 0.76%
1
Open
Nov 19, 2024
Sea
6.87%
▲ 0.69%
1
Open
Nov 19, 2024
Tesla
7.81%
▼ 1.15%
1
Open
Nov 19, 2024
Tenet Healthcare
▼ 5.66%
2
Close
Nov 18, 2024
Microsoft
12.71%
▼ 1.37%
2
Buy
Nov 18, 2024
Costco
9.49%
▲ 1.62%
2
Buy
Nov 18, 2024
BlackRock
6.34%
▼ 2.41%
1
Open
Nov 18, 2024
Apple
6.48%
▲ 0.43%
1
Open
Nov 18, 2024
Chubb
6.41%
▼ 1.79%
1
Open
Nov 15, 2024
Travelers Companies
6.53%
▼ 1.39%
1
Open
Nov 15, 2024