tiprankstipranks

New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #18,167 out of 793,835 TipRanks' Investors
Success Rate
76%
73 out of 96
profitable transactions
Average Return
29.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.72%
6-Month Return▲ 3.03%
12-Month Return▲ 10.97%
YTD Return▼ 0.80%
Total Return▲ 21.34%

Best Trade

Opened at
Closed at-
Gain▲ 425.25%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.49%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.81%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.94%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 2.72%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.19%
▲ 2.93%▲ 2.10%▲ 2.71%
▲ 10.00%▼ 0.89%▼ 0.47%
▲ 26.01%▲ 5.96%▲ 8.49%
▲ 5.33%▼ 2.41%▼ 3.81%
▲ 5.89%▲ 2.69%▲ 2.94%
▼ 12.86%▼ 1.27%▼ 0.94%
▼ 1.65%▼ 6.20%▼ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
6.44%
▲ 16.57%
7
Buy
Mar 18, 2025
Liberty All Star Equity Fund
5.74%
▲ 22.32%
6
Buy
Mar 18, 2025
Alliance Resource
12.44%
▲ 46.54%
8
Buy
Mar 18, 2025
Energy Transfer
18.83%
▲ 46.31%
8
Buy
Mar 18, 2025
Sunoco
13.11%
▲ 29.59%
8
Buy
Mar 18, 2025
AT&T
5.11%
▲ 84.00%
8
Buy
Mar 18, 2025
GE Aerospace
0.91%
▲ 212.40%
2
Buy
Mar 18, 2025
Bank of America
8.98%
▲ 36.26%
7
Buy
Mar 18, 2025
Conagra Brands
10.77%
▼ 2.39%
6
Buy
Mar 18, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.18%
▲ 0.86%
5
Buy
Mar 18, 2025
SPDR S&P 500 ETF Trust
2.94%
▲ 15.56%
8
Buy
Mar 18, 2025
Tilray
0.5%
▼ 69.76%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
Warner Bros
0.33%
▼ 3.29%
4
Buy
May 14, 2024
Phunware
▼ 88.65%
3
Close
Dec 22, 2023
Amazon
1.73%
▲ 49.54%
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
0.06%
▼ 18.81%
2
Buy
Jun 23, 2023