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New Portfolio Feb 2024 - New Portfolio

Penny Lane

New Portfolio Feb 2024
Individual Investor
Ranked #169,678 out of 734,495 TipRanks' Investors
Success Rate
88%
7 out of 8
profitable transactions
Average Return
11.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.37%
6-Month Return-
12-Month Return-
YTD Return▲ 11.45%
Total Return▲ 11.45%

Best Trade

Opened at
Closed at
Gain▲ 19.27%

Bio

(https://www.pennylanefinancial.com/) Looking for a financial services firm that can meet all your financial needs in one place? Look no further than Penny Lane Financial.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.94%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.13%
Apr 2024
▲ 3.04%
▲ 4.25%
▼ 0.52%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%▲ 1.94%
▲ 5.05%▲ 3.27%▲ 9.75%
▼ 12.40%▼ 4.03%▲ 0.13%
▲ 3.04%▲ 4.25%▼ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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