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New Portfolio Nov 2024 - New Portfolio

99D9552F

New Portfolio Nov 2024
Individual Investor
Ranked #443,264 out of 807,773 TipRanks' Investors
Success Rate
50%
64 out of 128
profitable transactions
Average Return
1.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.53%
6-Month Return▲ 11.44%
12-Month Return-
YTD Return▲ 7.15%
Total Return▲ 4.28%

Best Trade

Opened at
Closed at-
Gain▲ 54.83%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.10%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.07%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.34%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.22%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.67%
Jun 2025
▲ 3.68%
▲ 0.93%
▼ 0.39%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.10%
▲ 6.03%▲ 2.69%▲ 2.37%
▼ 12.86%▼ 1.27%▼ 0.82%
▼ 1.80%▼ 5.57%▼ 5.07%
▲ 1.84%▼ 0.87%▲ 2.34%
▲ 12.20%▲ 6.28%▲ 6.22%
▲ 6.24%▲ 5.14%▲ 2.67%
▲ 3.68%▲ 0.93%▼ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Strategy
▼ 10.96%
4
Close
Dec 18, 2024
EasyJet
▲ 0.58%
4
Close
Dec 18, 2024
Boeing
▲ 5.84%
3
Close
Dec 18, 2024
Barclays
▲ 0.69%
4
Close
Dec 18, 2024
Costco
▼ 2.69%
3
Close
Dec 18, 2024
ServiceNow
▼ 6.10%
2
Close
Dec 18, 2024
Banco Santander
▼ 3.99%
2
Close
Dec 18, 2024
Spotify
▼ 7.48%
2
Close
Dec 18, 2024
Mondelez International
▼ 2.39%
2
Close
Dec 18, 2024
Clarkson
▼ 1.14%
2
Close
Dec 18, 2024
Rolls-Royce Holdings
▲ 1.00%
2
Close
Dec 18, 2024
Apple
▲ 2.19%
5
Close
Dec 16, 2024
JPMorgan Chase
▼ 1.63%
7
Close
Dec 16, 2024
Ferrari
▼ 2.04%
5
Close
Dec 16, 2024
ARM Holdings PLC ADR
▼ 0.81%
5
Close
Dec 16, 2024
Lockheed Martin
▼ 3.07%
4
Close
Dec 16, 2024
B&M European Value Retail SA
▼ 0.31%
4
Close
Dec 16, 2024
HSBC Holdings
▲ 1.97%
4
Close
Dec 16, 2024
Ford Motor
▼ 5.75%
2
Close
Dec 16, 2024
Honda Motor Company
▼ 4.21%
2
Close
Dec 16, 2024