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****7379 - New Portfolio

****7379
Individual Investor
Ranked #434,772 out of 775,923 TipRanks' Investors
Success Rate
31%
298 out of 963
profitable transactions
Average Return
-0.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.32%
6-Month Return▲ 4.57%
12-Month Return▲ 12.82%
YTD Return▲ 12.85%
Total Return▲ 27.99%

Best Trade

Opened at
Closed at-
Gain▲ 946.51%

Bio

Growth and Dividend Long Term

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.16%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.21%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.49%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.10%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 3.74%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.71%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▼ 2.16%
▲ 7.82%▲ 2.10%▲ 3.21%
▲ 5.38%▼ 0.89%▼ 2.49%
▲ 43.22%▲ 5.96%▲ 5.10%
▼ 0.45%▼ 1.56%▼ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
▼ 24.43%
11
Close
Sep 13, 2024
Star Bulk Carriers
5.43%
▼ 13.89%
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
0.44%
▲ 50.41%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.25%
▼ 36.78%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.12%
▼ 25.50%
11
Buy
Apr 02, 2023
Roku
0.31%
▲ 30.49%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
1.12%
▲ 380.96%
3
Buy
Apr 02, 2023
Energy Transfer
0.35%
▲ 56.70%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.28%
▲ 493.27%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.24%
▲ 3.51%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.3%
▲ 31.38%
3
Buy
Apr 02, 2023
Walmart
0.44%
▲ 95.86%
3
Buy
Apr 02, 2023
Alliance Resource
0.59%
▲ 31.72%
3
Buy
Apr 02, 2023
Nvidia
1.16%
▲ 412.95%
3
Buy
Apr 02, 2023
Blackstone Secured Lending Fund
0.3%
▲ 29.33%
3
Buy
Apr 02, 2023
Royce Value Trust Inc
0.4%
▼ 4.67%
10
Buy
Mar 25, 2023