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New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #455,106 out of 747,498 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
-2.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.89%
6-Month Return▲ 21.89%
12-Month Return▲ 6.34%
YTD Return▲ 11.37%
Total Return▲ 1.23%

Best Trade

Opened at
Closed at-
Gain▲ 46.43%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 9.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 12.49%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.98%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 10.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.82%
▼ 1.87%▲ 1.59%▼ 12.49%
▲ 14.08%▲ 5.22%▲ 7.22%
▲ 5.05%▲ 3.27%▲ 4.98%
▼ 12.40%▼ 4.03%▼ 6.33%
▲ 11.46%▲ 5.06%▲ 7.01%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 29.87%▲ 0.88%▲ 10.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Zuora
1.36%
▲ 46.43%
1
Open
Dec 11, 2022
Sandstorm Gold
0.42%
▲ 13.93%
1
Open
Dec 11, 2022
AbbVie
6.04%
▲ 11.52%
1
Open
Dec 11, 2022
Realty Income
3.34%
▼ 2.97%
1
Open
Dec 11, 2022
Blink Charging Co
0.36%
▼ 75.63%
1
Open
Dec 11, 2022
Innovative Industrial Properties
3.53%
▲ 24.14%
1
Open
Dec 11, 2022
EVgo
0.41%
▼ 35.05%
1
Open
Dec 11, 2022