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New Portfolio - New Portfolio

PerformancePortfolio Details

J rod

New Portfolio
Individual Investor
Ranked #23,257 out of 775,923 TipRanks' Investors
Success Rate
79%
67 out of 85
profitable transactions
Average Return
29.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.39%
6-Month Return▲ 11.10%
12-Month Return▲ 26.39%
YTD Return▲ 24.24%
Total Return▲ 21.46%

Best Trade

AssetOrganiGram ... (OGI)
Opened at
Closed at
Gain▲ 358.75%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.65%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.72%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.49%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.75%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.62%
▼ 2.25%▲ 3.53%▲ 0.65%
▲ 25.71%▲ 1.21%▲ 3.95%
▼ 4.22%▲ 2.34%▼ 0.19%
▲ 7.82%▲ 2.10%▲ 2.72%
▲ 5.38%▼ 0.89%▼ 0.19%
▲ 43.22%▲ 5.96%▲ 8.49%
▲ 3.34%▼ 1.56%▼ 4.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GAB
Gabelli Equity Trust Inc
6.39%
▲ 15.68%
6
Buy
Jul 05, 2024
USA
Liberty All Star Equity Fund
5.99%
▲ 31.91%
5
Buy
Jun 04, 2024
ARLP
Alliance Resource
11.59%
▲ 43.28%
7
Buy
Jun 04, 2024
ET
Energy Transfer
18.21%
▲ 51.67%
7
Buy
Jun 04, 2024
SUN
Sunoco
11.33%
▲ 13.54%
7
Buy
Jun 04, 2024
CAG
Conagra Brands
11.13%
▼ 3.75%
5
Buy
Jun 04, 2024
LBNDX
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.18%
▲ 1.96%
4
Buy
Jun 04, 2024
TLRY
Tilray
0.99%
▼ 42.44%
4
Buy
May 14, 2024
OGI
OrganiGram Holdings
―
▲ 190.73%
5
Close
May 14, 2024
T
AT&T
4.17%
▲ 53.61%
7
Buy
May 14, 2024
WBD
Warner Bros
0.35%
▼ 0.30%
4
Buy
May 14, 2024
BAC
Bank of America
9.92%
▲ 51.59%
6
Buy
May 14, 2024
SPY
SPDR S&P 500 ETF Trust
2.54%
▲ 25.44%
7
Buy
May 14, 2024
PHUN
Phunware
―
▼ 88.65%
3
Close
Dec 22, 2023
AMZN
Amazon
2.12%
▲ 74.53%
2
Buy
Oct 21, 2023
SIRI
Sirius XM Holdings
―
▼ 29.13%
3
Close
Sep 15, 2023
ATVI
Activision Blizzard
―
▲ 24.85%
2
Close
Sep 15, 2023
LOGC
ContextLogic
―
▼ 67.62%
2
Close
Jun 23, 2023
CRON
Cronos Group
0.07%
▼ 11.56%
2
Buy
Jun 23, 2023
TWO
Two Harbors
―
▲ 7.36%
2
Close
Jun 23, 2023