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IBKR Joint Portfolio - New Portfolio

PerformancePortfolio Details

IBKR Joint Portfolio
Individual Investor
Ranked #82,664 out of 784,572 TipRanks' Investors
Success Rate
69%
210 out of 304
profitable transactions
Average Return
12.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.16%
6-Month Return▲ 10.96%
12-Month Return▲ 20.93%
YTD Return▲ 1.64%
Total Return▲ 29.08%

Best Trade

AssetWestern All... (WAL)
Opened at
Closed at-
Gain▲ 232.78%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.99%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.59%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.03%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 2.79%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.42%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.57%
▼ 13.14%▲ 2.34%▼ 1.99%
▲ 2.93%▲ 2.10%▲ 3.59%
▲ 9.99%▼ 0.89%▼ 0.06%
▲ 26.04%▲ 5.96%▲ 4.03%
▲ 5.91%▼ 2.41%▼ 2.79%
▲ 4.65%▲ 2.69%▲ 2.07%
▼ 13.89%▼ 0.67%▼ 0.42%

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
0.54%
▲ 8.21%
9
Buy
Jul 05, 2024
DAC
Danaos
―
▲ 17.39%
4
Close
Jul 05, 2024
ET
Energy Transfer
1.9%
▲ 90.34%
10
Buy
Jul 05, 2024
WCP
Whitecap Resources
1%
▲ 7.57%
11
Buy
Jul 05, 2024
GSY
goeasy
1.51%
▲ 14.60%
6
Buy
Jul 05, 2024
TRIN
Trinity Capital
1.64%
▲ 32.28%
9
Buy
Jul 05, 2024
ENB
Enbridge
3.78%
▲ 39.95%
6
Buy
Jul 05, 2024
HMAX
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.84%
▲ 23.80%
10
Sell
Jul 05, 2024
TOU
Tourmaline Oil
2.68%
▲ 9.39%
8
Buy
Jul 05, 2024
AMZN
Amazon
4.17%
▲ 61.10%
6
Buy
Jul 05, 2024
ATD
Alimentation Couche-Tard Inc
2.15%
▼ 2.60%
6
Buy
Jul 05, 2024
EQB
Equitable Group
1.8%
▲ 21.12%
8
Buy
Jul 05, 2024
GRT.UN
Granite Real Estate
0.53%
▼ 3.77%
6
Buy
Jul 05, 2024
WCN
Waste Connections
0.33%
▲ 19.34%
3
Buy
Jul 05, 2024
HSBC
HSBC Holdings
0.49%
▲ 32.88%
2
Buy
Jul 05, 2024
PZA
Pizza Pizza Royalty
0.26%
▲ 1.13%
3
Buy
Jul 05, 2024
FLIN
Franklin FTSE India ETF
0.22%
▼ 2.34%
2
Buy
Jul 05, 2024
MRVL
Marvell
0.47%
▲ 53.86%
2
Buy
Jul 05, 2024
CACI
Caci International
0.1%
▼ 9.51%
1
Open
Jul 03, 2024