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New Portfolio - New Portfolio

E58FD2D8

New Portfolio
Individual Investor
Ranked #156,682 out of 769,002 TipRanks' Investors
Success Rate
57%
132 out of 231
profitable transactions
Average Return
17.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.59%
6-Month Return▲ 8.06%
12-Month Return▲ 28.32%
YTD Return▲ 18.05%
Total Return▲ 24.93%

Best Trade

Opened at
Closed at-
Gain▲ 927.77%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.54%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.22%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.36%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.55%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.86%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.54%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▼ 0.08%
▲ 25.72%▲ 1.21%▲ 4.01%
▼ 4.22%▲ 2.34%▲ 1.22%
▲ 7.82%▲ 2.10%▼ 0.36%
▲ 5.70%▼ 0.89%▲ 1.55%
▲ 23.63%▲ 3.84%▲ 2.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exxon Mobil
0.97%
▲ 19.98%
8
Buy
Aug 09, 2024
Schlumberger
0.87%
▼ 9.67%
8
Buy
Aug 09, 2024
US Bancorp
4.34%
▲ 40.34%
15
Buy
Aug 09, 2024
Pfizer
3.39%
▼ 23.81%
14
Buy
Aug 09, 2024
Visa
5.97%
▲ 26.86%
6
Buy
Aug 09, 2024
Cisco Systems
3.68%
▲ 20.66%
9
Buy
Aug 09, 2024
Xylem
4.84%
▲ 11.06%
6
Buy
Aug 09, 2024
Eli Lilly & Co
2.87%
▲ 4.96%
4
Buy
Aug 09, 2024
JPMorgan Chase & Co.
2.84%
▲ 34.85%
5
Buy
Aug 09, 2024
Dell Technologies
1.99%
▲ 7.31%
2
Buy
Jul 30, 2024
Nvidia
2.1%
▲ 32.09%
2
Buy
Jul 30, 2024
Global X Robotics & Artificial Intelligence ETF
▲ 15.81%
8
Close
Jul 18, 2024
Centene
7.76%
▼ 16.76%
7
Buy
Jul 05, 2024
Advanced Micro Devices
1.31%
▼ 14.95%
1
Open
Jun 20, 2024
Arcadium Lithium Plc
2.52%
▲ 25.62%
3
Buy
Jun 17, 2024
Walmart
3.9%
▲ 73.04%
9
Buy
Jun 05, 2024
DuPont de Nemours
0.79%
▲ 0.63%
1
Open
May 28, 2024
Amazon
6.61%
▲ 86.68%
8
Buy
May 20, 2024
ON Semiconductor
1.76%
▼ 4.59%
8
Sell
May 17, 2024
Alphabet Class A
8.78%
▲ 49.92%
9
Buy
May 17, 2024