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New Portfolio clm - New Portfolio

Robert Suprise

New Portfolio clm
Individual Investor
Ranked #168,386 out of 747,498 TipRanks' Investors
Success Rate
89%
8 out of 9
profitable transactions
Average Return
12.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.13%
6-Month Return▲ 16.73%
12-Month Return▲ 22.21%
YTD Return▲ 17.15%
Total Return▲ 36.37%

Best Trade

Opened at
Closed at
Gain▲ 61.79%

Bio

Retirement

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.98%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 5.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.24%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 6.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.97%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.36%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.98%
▼ 1.87%▲ 1.59%▼ 0.01%
▲ 14.08%▲ 5.22%▼ 5.57%
▲ 5.05%▲ 3.27%▲ 6.24%
▼ 12.40%▼ 4.03%▲ 6.26%
▲ 11.46%▲ 5.06%▲ 6.33%
▼ 2.25%▲ 3.53%▲ 1.97%
▲ 25.65%▲ 0.88%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
▲ 61.79%
2
Close
May 06, 2024
Snap
▲ 19.35%
2
Close
May 06, 2024
Procter & Gamble
▲ 13.49%
2
Close
May 06, 2024
Healthpeak Properties
▲ 15.06%
2
Close
May 06, 2024
Eagle Point Credit Company
0%
▲ 1.42%
1
Open
May 06, 2024
Oxford Lane Capital
0%
▲ 12.55%
1
Open
May 06, 2024
Invesco Senior Income Trust
0%
▲ 1.83%
1
Open
May 06, 2024
Physicians Realty
▼ 16.33%
2
Close
Feb 29, 2024
Cornerstone Strategic Value Fund Inc
100%
▲ 6.17%
1
Open
May 29, 2022