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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #469,640 out of 827,189 TipRanks' Investors
Success Rate
49%
83 out of 169
profitable transactions
Average Return
3.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.68%
6-Month Return▲ 3.68%
12-Month Return▲ 3.21%
YTD Return▲ 6.61%
Total Return▲ 8.20%

Best Trade

Opened at
Closed at-
Gain▲ 192.77%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.92%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.96%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.48%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.65%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.47%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 2.18%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.92%
▲ 11.63%▲ 6.28%▲ 7.96%
▲ 9.25%▲ 5.14%▲ 1.48%
▲ 7.60%▲ 2.30%▲ 0.75%
▲ 2.76%▲ 2.05%▲ 0.92%
▲ 12.88%▲ 3.56%▼ 0.65%
▲ 10.96%▲ 2.38%▼ 1.47%
▼ 3.50%▼ 1.72%▼ 2.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Synopsys
0.26%
▼ 25.60%
2
Buy
Jul 16, 2025
Ansys
▲ 17.69%
2
Close
Jul 16, 2025
Kesko Corp
▲ 4.41%
2
Close
Mar 08, 2025
Cadence Design
0.16%
▲ 33.43%
1
Open
Mar 06, 2025
Comfort Systems
0.47%
▲ 192.77%
1
Open
Mar 06, 2025
Cintas
0.09%
▼ 7.48%
1
Open
Mar 06, 2025
Comcast
0.01%
▼ 22.51%
1
Open
Mar 06, 2025
RH
0.08%
▼ 43.74%
1
Open
Mar 06, 2025
The Estée Lauder Companies
0.04%
▲ 23.80%
1
Open
Mar 06, 2025
Apple
0.13%
▲ 14.92%
1
Open
Mar 06, 2025
SAP SE
0.12%
▼ 15.85%
1
Open
Mar 06, 2025
Microsoft
0.25%
▲ 25.69%
1
Open
Mar 06, 2025
Nvidia
0.09%
▲ 70.14%
1
Open
Mar 06, 2025
SPDR S&P 500 ETF Trust
0.33%
▲ 18.07%
1
Open
Mar 06, 2025
Berkshire Hathaway B
0.24%
▼ 0.94%
1
Open
Mar 06, 2025
flatexDEGIRO AG
0.02%
▲ 60.84%
1
Open
Mar 06, 2025
Mastercard
0.27%
▲ 1.06%
1
Open
Mar 06, 2025
Visa
0.17%
▼ 1.76%
1
Open
Mar 06, 2025
Waste Management
0.1%
▼ 10.69%
1
Open
Mar 06, 2025
Schneider Electric
0.13%
▲ 6.98%
1
Open
Mar 06, 2025