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New Portfolio - New Portfolio

PerformancePortfolio Details

Feuilletin

New Portfolio
Individual Investor
Ranked #276,542 out of 777,626 TipRanks' Investors
Success Rate
55%
100 out of 183
profitable transactions
Average Return
6.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.72%
6-Month Return▲ 2.06%
12-Month Return▲ 9.44%
YTD Return0.00%
Total Return▲ 10.89%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at
Gain▲ 135.39%

Bio

Just my Portfolio

Performance

26.04%0-26.04%
▲ 5.91%
▲ 5.06%
▲ 4.76%
May 2024
▲ 9.79%
▲ 3.53%
▼ 0.76%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.80%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.65%
Sep 2024
▲ 10.03%
▼ 0.89%
▼ 1.93%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 1.25%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.62%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.91%▲ 5.06%▲ 4.76%
▲ 9.79%▲ 3.53%▼ 0.76%
▲ 8.13%▲ 1.21%▲ 2.80%
▼ 13.14%▲ 2.34%▲ 3.31%
▲ 2.93%▲ 2.10%▲ 1.65%
▲ 10.03%▼ 0.89%▼ 1.93%
▲ 26.04%▲ 5.96%▲ 1.25%
▲ 5.97%▼ 2.41%▼ 4.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XOM
Exxon Mobil
―
▲ 73.43%
3
Close
Nov 16, 2024
RMS
Hermes International
―
▼ 11.72%
2
Close
Nov 16, 2024
SNPS
Synopsys
―
▼ 9.69%
2
Close
Nov 16, 2024
TGT
Target
―
▲ 4.31%
7
Close
Aug 26, 2024
BBY
Best Buy Co
―
▲ 33.31%
6
Close
Aug 26, 2024
DLR
Digital Realty
―
▲ 46.65%
7
Close
Aug 26, 2024
NVO
Novo Nordisk
―
▲ 0.74%
2
Close
Aug 26, 2024
WPC
W. P. Carey Inc.
―
▼ 9.98%
5
Close
May 15, 2024
JNJ
Johnson & Johnson
―
▼ 0.98%
6
Close
May 15, 2024
NEE
NextEra Energy
―
▲ 3.02%
5
Close
May 15, 2024
LEG
Leggett & Platt
―
▼ 59.02%
2
Close
May 15, 2024
STLA
Stellantis
0.17%
▼ 43.65%
1
Open
May 15, 2024
MC
LVMH Moet Hennessy Louis Vuitton
0.2%
▼ 18.70%
1
Open
May 15, 2024
ASML
ASML Holding
0.2%
▼ 25.95%
1
Open
May 15, 2024
OKE
Oneok
0.42%
▲ 80.16%
4
Buy
Feb 05, 2024
RIO
Rio Tinto
0.32%
▲ 8.29%
5
Buy
Feb 05, 2024
MO
Altria Group
0.51%
▲ 41.72%
5
Buy
Feb 05, 2024
ABR
Arbor Realty
0.4%
▲ 20.26%
4
Buy
Feb 05, 2024
PEP
PepsiCo
―
▼ 2.33%
5
Close
Nov 13, 2023
UNP
Union Pacific
―
▲ 3.01%
5
Close
Nov 13, 2023