New Portfolio Apr 2024 - New Portfolio

New Portfolio Apr 2024
Individual Investor
Ranked #337,823 out of 764,150 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
5.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.69%
6-Month Return▲ 5.07%
12-Month Return-
YTD Return▲ 4.65%
Total Return▲ 4.65%

Best Trade

Opened at
Closed at-
Gain▲ 21.49%

Bio

Full

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.40%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.87%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.72%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 1.55%
Sep 2024
▲ 7.79%
▲ 1.09%
▼ 0.69%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 0.40%
▲ 11.46%▲ 5.06%▲ 0.87%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.72%▲ 1.21%▲ 5.72%
▼ 4.21%▲ 2.34%▲ 1.61%
▲ 7.81%▲ 2.10%▼ 1.55%
▲ 7.79%▲ 1.09%▼ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Express
12.5%
▲ 18.29%
1
Open
Apr 20, 2024
Bank of America
12.5%
▲ 13.56%
1
Open
Apr 20, 2024
Chevron
12.5%
▼ 6.61%
1
Open
Apr 20, 2024
Kraft Heinz
12.5%
▼ 9.53%
1
Open
Apr 20, 2024
Coca-Cola
12.5%
▲ 10.47%
1
Open
Apr 20, 2024
Moody's
12.5%
▲ 21.49%
1
Open
Apr 20, 2024
Occidental Petroleum
12.5%
▼ 24.52%
1
Open
Apr 20, 2024
US Bancorp
12.5%
▲ 21.41%
1
Open
Apr 20, 2024