tiprankstipranks

New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #19,887 out of 747,525 TipRanks' Investors
Success Rate
80%
68 out of 85
profitable transactions
Average Return
22.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.79%
6-Month Return▲ 14.94%
12-Month Return▲ 20.28%
YTD Return▲ 17.18%
Total Return▲ 14.57%

Best Trade

Opened at
Closed at
Gain▲ 358.75%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.38%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.65%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.68%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.38%
▼ 1.87%▲ 1.59%▲ 1.49%
▲ 14.08%▲ 5.22%▲ 2.08%
▲ 5.05%▲ 3.27%▲ 7.95%
▼ 12.40%▼ 4.03%▼ 0.20%
▲ 11.46%▲ 5.06%▲ 0.62%
▼ 2.25%▲ 3.53%▲ 0.65%
▲ 25.65%▲ 0.88%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
6.69%
▲ 6.40%
6
Buy
Jul 05, 2024
Liberty All Star Equity Fund
6.21%
▲ 23.51%
5
Buy
Jun 04, 2024
Alliance Resource
12.42%
▲ 34.55%
7
Buy
Jun 04, 2024
Energy Transfer
17.13%
▲ 27.20%
7
Buy
Jun 04, 2024
Sunoco
13.82%
▲ 24.12%
7
Buy
Jun 04, 2024
Conagra Brands
13.13%
▲ 3.99%
5
Buy
Jun 04, 2024
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.2%
▲ 1.54%
4
Buy
Jun 04, 2024
Tilray
1.52%
▼ 18.23%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
AT&T
3.78%
▲ 29.10%
7
Buy
May 14, 2024
Warner Bros
0.31%
▼ 19.14%
4
Buy
May 14, 2024
Bank of America
10.39%
▲ 45.46%
6
Buy
May 14, 2024
SPDR S&P 500 ETF Trust
2.54%
▲ 15.75%
7
Buy
May 14, 2024
Phunware
▼ 88.65%
3
Close
Dec 22, 2023
Amazon
1.86%
▲ 42.10%
2
Buy
Oct 21, 2023
Sirius XM Holdings
▼ 29.13%
3
Close
Sep 15, 2023
Activision Blizzard
▲ 24.85%
2
Close
Sep 15, 2023
ContextLogic
▼ 67.62%
2
Close
Jun 23, 2023
Cronos Group
0.1%
▲ 7.94%
2
Buy
Jun 23, 2023
Two Harbors
▲ 7.37%
2
Close
Jun 23, 2023