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New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #490,332 out of 791,571 TipRanks' Investors
Success Rate
50%
4 out of 8
profitable transactions
Average Return
-6.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.51%
6-Month Return▼ 14.30%
12-Month Return▲ 0.86%
YTD Return▼ 5.20%
Total Return▼ 11.74%

Best Trade

Opened at
Closed at
Gain▲ 58.80%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.95%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 16.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 9.16%
Nov 2024
▲ 5.64%
▼ 2.41%
▼ 13.18%
Dec 2024
▲ 5.68%
▲ 2.69%
▼ 0.49%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.14%
Feb 2025
▲ 0.91%
▼ 5.94%
▼ 1.64%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.95%
▲ 2.93%▲ 2.10%▼ 0.13%
▲ 10.00%▼ 0.89%▲ 16.50%
▲ 26.01%▲ 5.96%▼ 9.16%
▲ 5.64%▼ 2.41%▼ 13.18%
▲ 5.68%▲ 2.69%▼ 0.49%
▼ 12.86%▼ 1.27%▼ 3.14%
▲ 0.91%▼ 5.94%▼ 1.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zuora
▲ 58.80%
2
Close
Feb 13, 2025
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Sandstorm Gold
0.47%
▲ 24.26%
1
Open
Dec 11, 2022
AbbVie
7.52%
▲ 39.64%
1
Open
Dec 11, 2022
Realty Income
3.33%
▼ 1.48%
1
Open
Dec 11, 2022
Blink Charging Co
0.12%
▼ 92.37%
1
Open
Dec 11, 2022
Innovative Industrial Properties
2.09%
▼ 22.64%
1
Open
Dec 11, 2022
EVgo
0.28%
▼ 55.96%
1
Open
Dec 11, 2022