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IBKR Joint Portfolio - New Portfolio

PerformancePortfolio Details

IBKR Joint Portfolio
Individual Investor
Ranked #100,726 out of 775,913 TipRanks' Investors
Success Rate
67%
203 out of 304
profitable transactions
Average Return
9.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.14%
6-Month Return▲ 6.86%
12-Month Return▲ 15.91%
YTD Return▲ 17.19%
Total Return▲ 25.33%

Best Trade

AssetWestern All... (WAL)
Opened at
Closed at-
Gain▲ 225.21%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.01%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.57%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.01%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.11%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.46%
▼ 2.25%▲ 3.53%▼ 1.01%
▲ 25.71%▲ 1.21%▲ 4.57%
▼ 4.22%▲ 2.34%▼ 1.99%
▲ 7.82%▲ 2.10%▲ 3.57%
▲ 5.38%▼ 0.89%▼ 0.01%
▲ 43.22%▲ 5.96%▲ 4.03%
▲ 3.34%▼ 1.56%▼ 4.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HTL
Hamilton Thorne
―
▲ 47.88%
6
Close
Dec 02, 2024
VICI
VICI Properties
0.53%
▲ 5.60%
9
Buy
Jul 05, 2024
DAC
Danaos
―
▲ 17.39%
4
Close
Jul 05, 2024
ET
Energy Transfer
1.75%
▲ 72.83%
10
Buy
Jul 05, 2024
WCP
Whitecap Resources
0.99%
▲ 3.98%
11
Buy
Jul 05, 2024
GSY
goeasy
1.5%
▲ 10.82%
6
Buy
Jul 05, 2024
TRIN
Trinity Capital
1.56%
▲ 19.64%
9
Buy
Jul 05, 2024
ENB
Enbridge
3.63%
▲ 32.65%
6
Buy
Jul 05, 2024
HMAX
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.87%
▲ 23.36%
10
Sell
Jul 05, 2024
TOU
Tourmaline Oil
2.5%
▲ 0.54%
8
Buy
Jul 05, 2024
AMZN
Amazon
3.94%
▲ 49.69%
6
Buy
Jul 05, 2024
ATD
Alimentation Couche-Tard Inc
2.33%
▲ 3.94%
6
Buy
Jul 05, 2024
EQB
Equitable Group
1.71%
▲ 13.22%
8
Buy
Jul 05, 2024
GRT.UN
Granite Real Estate
0.57%
▲ 0.95%
6
Buy
Jul 05, 2024
WCN
Waste Connections
0.31%
▲ 11.25%
3
Buy
Jul 05, 2024
HSBC
HSBC Holdings
0.46%
▲ 23.54%
2
Buy
Jul 05, 2024
PZA
Pizza Pizza Royalty
0.27%
▲ 0.86%
3
Buy
Jul 05, 2024
FLIN
Franklin FTSE India ETF
0.24%
▲ 2.26%
2
Buy
Jul 05, 2024
MRVL
Marvell
0.49%
▲ 56.89%
2
Buy
Jul 05, 2024
CACI
Caci International
0.11%
▼ 5.68%
1
Open
Jul 03, 2024