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IBKR Joint Portfolio - New Portfolio

PerformancePortfolio Details

IBKR Joint Portfolio
Individual Investor
Ranked #54,895 out of 769,002 TipRanks' Investors
Success Rate
73%
222 out of 304
profitable transactions
Average Return
12.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.79%
6-Month Return▲ 7.79%
12-Month Return▲ 29.36%
YTD Return▲ 19.95%
Total Return▲ 28.29%

Best Trade

AssetWestern All... (WAL)
Opened at
Closed at-
Gain▲ 242.70%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.00%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.58%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.99%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.57%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.01%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.09%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.25%
▲ 11.46%▲ 5.06%▲ 5.46%
▼ 2.25%▲ 3.53%▼ 1.00%
▲ 25.72%▲ 1.21%▲ 4.58%
▼ 4.22%▲ 2.34%▼ 1.99%
▲ 7.82%▲ 2.10%▲ 3.57%
▲ 5.70%▼ 0.89%▲ 0.01%
▲ 21.94%▲ 3.81%▲ 2.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI
VICI Properties
0.56%
▲ 13.06%
9
Buy
Jul 05, 2024
DAC
Danaos
―
▲ 17.39%
4
Close
Jul 05, 2024
ET
Energy Transfer
1.67%
▲ 67.52%
10
Buy
Jul 05, 2024
WCP
Whitecap Resources
1.05%
▲ 12.53%
11
Buy
Jul 05, 2024
GSY
goeasy
1.53%
▲ 16.54%
6
Buy
Jul 05, 2024
TRIN
Trinity Capital
1.45%
▲ 17.58%
9
Buy
Jul 05, 2024
ENB
Enbridge
3.59%
▲ 33.52%
6
Buy
Jul 05, 2024
HMAX
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.86%
▲ 22.88%
10
Sell
Jul 05, 2024
TOU
Tourmaline Oil
2.69%
▲ 6.89%
8
Buy
Jul 05, 2024
AMZN
Amazon
3.29%
▲ 35.02%
6
Buy
Jul 05, 2024
ATD
Alimentation Couche-Tard Inc
2.19%
▼ 0.68%
6
Buy
Jul 05, 2024
EQB
Equitable Group
1.82%
▲ 22.97%
8
Buy
Jul 05, 2024
GRT.UN
Granite Real Estate
0.57%
▲ 4.58%
6
Buy
Jul 05, 2024
WCN
Waste Connections
0.31%
▲ 15.84%
3
Buy
Jul 05, 2024
HSBC
HSBC Holdings
0.42%
▲ 18.32%
2
Buy
Jul 05, 2024
PZA
Pizza Pizza Royalty
0.26%
▲ 1.97%
3
Buy
Jul 05, 2024
FLIN
Franklin FTSE India ETF
0.22%
▲ 1.70%
2
Buy
Jul 05, 2024
MRVL
Marvell
0.39%
▲ 25.98%
2
Buy
Jul 05, 2024
CACI
Caci International
0.12%
▲ 6.55%
1
Open
Jul 03, 2024
EIF
Exchange Income
0.07%
▲ 24.35%
1
Open
Jul 03, 2024