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****7379 - New Portfolio

****7379
Individual Investor
Ranked #398,517 out of 797,094 TipRanks' Investors
Success Rate
30%
292 out of 964
profitable transactions
Average Return
-1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.30%
6-Month Return▼ 6.35%
12-Month Return▲ 4.12%
YTD Return▼ 5.28%
Total Return▲ 20.99%

Best Trade

Opened at
Closed at-
Gain▲ 923.14%

Bio

Growth and Dividend Long Term

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.55%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.09%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 4.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.70%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.78%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 1.78%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.23%
▲ 10.00%▼ 0.89%▼ 2.55%
▲ 25.97%▲ 5.96%▲ 5.09%
▲ 5.39%▼ 2.41%▼ 3.91%
▲ 6.04%▲ 2.69%▲ 4.12%
▼ 12.86%▼ 1.27%▼ 1.70%
▼ 1.80%▼ 5.57%▼ 5.78%
▲ 3.42%▼ 1.56%▼ 1.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 5.25%
13
Close
Feb 27, 2025
CoStar Group
0.39%
▲ 11.38%
1
Buy
Feb 27, 2025
▼ 24.43%
11
Close
Sep 13, 2024
Star Bulk Carriers
5.88%
▼ 14.28%
8
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 1.07%
4
Close
Apr 10, 2024
Magellan Midstream
▲ 3.52%
12
Close
Sep 25, 2023
Oneok
0.42%
▲ 29.71%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.29%
▼ 33.42%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.05%
▼ 34.55%
11
Buy
Apr 02, 2023
Roku
0.28%
▲ 16.20%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
1.22%
▲ 373.85%
3
Buy
Apr 02, 2023
Energy Transfer
0.36%
▲ 44.98%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.3%
▲ 480.02%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.27%
▲ 6.66%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.41%
▲ 63.31%
3
Buy
Apr 02, 2023
Walmart
0.5%
▲ 101.91%
3
Buy
Apr 02, 2023
Alliance Resource
0.69%
▲ 39.21%
3
Buy
Apr 02, 2023
Nvidia
1.06%
▲ 322.74%
3
Buy
Apr 02, 2023