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New Portfolio Apr 2024
- New Portfolio
Performance
Portfolio Details
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
Asset
Moody's (MCO)
Opened at
Apr 22, 2024
Closed at
-
Gain
▲ 21.49%
Bio
Full
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
AXP
American Express
12.5%
▲ 18.29%
1
Open
Apr 20, 2024
BAC
Bank of America
12.5%
▲ 13.56%
1
Open
Apr 20, 2024
CVX
Chevron
12.5%
▼ 6.61%
1
Open
Apr 20, 2024
KHC
Kraft Heinz
12.5%
▼ 9.53%
1
Open
Apr 20, 2024
KO
Coca-Cola
12.5%
▲ 10.47%
1
Open
Apr 20, 2024
MCO
Moody's
12.5%
▲ 21.49%
1
Open
Apr 20, 2024
OXY
Occidental Petroleum
12.5%
▼ 24.52%
1
Open
Apr 20, 2024
USB
US Bancorp
12.5%
▲ 21.41%
1
Open
Apr 20, 2024
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