New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #496,583 out of 767,938 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
-2.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.16%
6-Month Return▲ 5.06%
12-Month Return▲ 22.52%
YTD Return▲ 9.00%
Total Return▼ 0.92%

Best Trade

Opened at
Closed at-
Gain▲ 56.89%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 17.08%
Oct 2024
▲ 19.24%
▲ 3.01%
▼ 16.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.33%
▲ 11.46%▲ 5.06%▲ 7.01%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 25.72%▲ 1.21%▲ 14.45%
▼ 4.22%▲ 2.34%▼ 2.95%
▲ 7.82%▲ 2.10%▼ 0.28%
▲ 5.72%▼ 0.89%▲ 17.08%
▲ 19.24%▲ 3.01%▼ 16.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Zuora
1.45%
▲ 56.89%
1
Open
Dec 11, 2022
Sandstorm Gold
0.39%
▲ 5.55%
1
Open
Dec 11, 2022
AbbVie
5.79%
▲ 7.63%
1
Open
Dec 11, 2022
Realty Income
3.31%
▼ 3.05%
1
Open
Dec 11, 2022
Blink Charging Co
0.18%
▼ 88.13%
1
Open
Dec 11, 2022
Innovative Industrial Properties
2.99%
▲ 7.29%
1
Open
Dec 11, 2022
EVgo
0.59%
▼ 7.16%
1
Open
Dec 11, 2022