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****7379 - New Portfolio

****7379
Individual Investor
Ranked #390,897 out of 747,046 TipRanks' Investors
Success Rate
32%
308 out of 963
profitable transactions
Average Return
-0.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 18.18%
12-Month Return▲ 23.88%
YTD Return▲ 15.02%
Total Return▲ 30.38%

Best Trade

Opened at
Closed at-
Gain▲ 918.93%

Bio

Growth and Dividend Long Term

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 7.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.05%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.84%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 6.08%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.36%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 2.72%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 11.46%▲ 5.06%▲ 6.05%
▼ 2.25%▲ 3.53%▼ 0.84%
▲ 19.38%▲ 2.34%▲ 6.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
9.05%
▼ 2.36%
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
0.38%
▲ 28.30%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.3%
▼ 24.05%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.17%
▼ 18.00%
11
Buy
Apr 02, 2023
Roku
0.25%
▲ 15.29%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
0.85%
▲ 260.58%
3
Buy
Apr 02, 2023
Energy Transfer
0.32%
▲ 33.85%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.28%
▲ 477.63%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.25%
▲ 5.13%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.38%
▲ 61.50%
3
Buy
Apr 02, 2023
Walmart
0.35%
▲ 50.82%
3
Buy
Apr 02, 2023
Alliance Resource
0.61%
▲ 29.77%
3
Buy
Apr 02, 2023
Nvidia
1.08%
▲ 349.32%
3
Buy
Apr 02, 2023
Blackstone Secured Lending Fund
0.29%
▲ 21.55%
3
Buy
Apr 02, 2023
Royce Value Trust Inc
0.41%
▼ 4.60%
10
Buy
Mar 25, 2023
0.01%
▼ 24.23%
10
Buy
Mar 23, 2023