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IBKR Joint Portfolio - New Portfolio

IBKR Joint Portfolio
Individual Investor
Ranked #139,362 out of 743,457 TipRanks' Investors
Success Rate
61%
174 out of 286
profitable transactions
Average Return
5.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.30%
6-Month Return▲ 11.00%
12-Month Return▲ 17.00%
YTD Return▲ 11.52%
Total Return▲ 19.24%

Best Trade

Opened at
Closed at-
Gain▲ 138.44%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.96%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.50%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.00%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.76%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.96%
▼ 1.87%▲ 1.59%▲ 1.50%
▲ 14.08%▲ 5.22%▲ 1.89%
▲ 5.05%▲ 3.27%▲ 2.76%
▼ 12.40%▼ 4.03%▼ 0.25%
▲ 11.46%▲ 5.06%▲ 5.46%
▼ 2.25%▲ 3.53%▼ 1.00%
▲ 0.26%▲ 0.21%▲ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caci International
0.11%
0.00%
1
Open
Jul 03, 2024
Exchange Income
0.06%
0.00%
1
Open
Jul 03, 2024
Element Fleet Management
0.09%
▲ 4.51%
1
Open
Jun 21, 2024
Intel
▼ 30.42%
3
Close
Jun 01, 2024
E-Home Household Service Holdings
▼ 79.56%
3
Close
Jun 01, 2024
Danaos
0%
▲ 20.45%
3
Sell
May 25, 2024
Pizza Pizza Royalty
▼ 6.09%
2
Close
May 25, 2024
Amazon
3.07%
▲ 37.77%
5
Buy
Apr 13, 2024
Vanguard S&P500 Indx
0.25%
▲ 7.30%
1
Open
Apr 13, 2024
VICI Properties
0.29%
▲ 1.51%
8
Buy
Apr 12, 2024
Canadian Natural
1.98%
▲ 23.56%
5
Buy
Apr 12, 2024
Horizons High Interest Savings ETF Trust Units A
37.57%
▲ 3.41%
17
Buy
Apr 12, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
1.64%
▲ 5.53%
9
Buy
Apr 12, 2024
Novo Nordisk
0.12%
▲ 17.33%
2
Buy
Apr 12, 2024
B2Gold
0.23%
▼ 6.38%
1
Open
Apr 12, 2024
Star Bulk Carriers
3.04%
▲ 19.85%
8
Buy
Apr 04, 2024
Qualcomm
0.34%
▲ 39.49%
6
Buy
Apr 04, 2024
Microsoft
1.96%
▲ 34.88%
6
Buy
Apr 04, 2024
Diversified Royalty Corp
3.81%
▲ 4.53%
13
Buy
Apr 04, 2024
Raytheon Technologies
0.52%
▲ 12.82%
4
Buy
Apr 04, 2024