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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #284,128 out of 800,430 TipRanks' Investors
Success Rate
56%
94 out of 168
profitable transactions
Average Return
3.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.58%
6-Month Return▲ 1.97%
12-Month Return-
YTD Return▲ 6.91%
Total Return▲ 8.40%

Best Trade

Opened at
Closed at-
Gain▲ 127.53%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.40%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.81%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.93%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.25%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.14%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 6.66%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.40%
▲ 25.97%▲ 5.96%▲ 7.81%
▲ 5.42%▼ 2.41%▼ 5.93%
▲ 6.01%▲ 2.69%▲ 5.70%
▼ 12.86%▼ 1.27%▼ 2.08%
▼ 1.80%▼ 5.57%▼ 4.25%
▲ 1.76%▼ 0.87%▲ 1.14%
▲ 11.20%▲ 5.11%▲ 6.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Kesko Corp
▲ 4.41%
2
Close
Mar 08, 2025
Cadence Design
0.16%
▲ 30.59%
1
Open
Mar 06, 2025
Comfort Systems
0.23%
▲ 42.11%
1
Open
Mar 06, 2025
Cintas
0.11%
▲ 10.40%
1
Open
Mar 06, 2025
Comcast
0.02%
▼ 2.35%
1
Open
Mar 06, 2025
RH
0.1%
▼ 30.38%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.03%
▼ 11.01%
1
Open
Mar 06, 2025
Apple
0.1%
▼ 14.01%
1
Open
Mar 06, 2025
SAP SE
0.15%
▲ 2.62%
1
Open
Mar 06, 2025
Microsoft
0.23%
▲ 14.24%
1
Open
Mar 06, 2025
Nvidia
0.07%
▲ 19.21%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.29%
▲ 2.08%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.25%
▲ 1.85%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.01%
▲ 24.73%
1
Open
Mar 06, 2025
Mastercard
0.28%
▲ 3.75%
1
Open
Mar 06, 2025
Visa
0.18%
▲ 4.28%
1
Open
Mar 06, 2025
Waste Management
0.12%
▲ 3.99%
1
Open
Mar 06, 2025
Schneider Electric
0.12%
▼ 0.07%
1
Open
Mar 06, 2025
Celanese
0.03%
▼ 5.00%
1
Open
Mar 06, 2025
Assa Abloy
0.01%
▼ 1.39%
1
Open
Mar 06, 2025