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****7379 - New Portfolio

****7379
Individual Investor
Ranked #431,895 out of 769,291 TipRanks' Investors
Success Rate
31%
300 out of 963
profitable transactions
Average Return
0.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.33%
6-Month Return▲ 4.96%
12-Month Return▲ 23.93%
YTD Return▲ 14.57%
Total Return▲ 29.87%

Best Trade

Opened at
Closed at-
Gain▲ 998.88%

Bio

Growth and Dividend Long Term

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.82%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.54%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.74%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 11.46%▲ 5.06%▲ 6.06%
▼ 2.25%▲ 3.53%▼ 0.82%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▼ 2.15%
▲ 7.82%▲ 2.10%▲ 3.24%
▲ 5.70%▼ 0.89%▼ 2.54%
▲ 23.63%▲ 3.84%▲ 2.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
▼ 24.43%
11
Close
Sep 13, 2024
Star Bulk Carriers
6.96%
▼ 8.92%
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
0.52%
▲ 75.46%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.26%
▼ 35.63%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.13%
▼ 24.91%
11
Buy
Apr 02, 2023
Roku
0.27%
▲ 19.05%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
1.16%
▲ 390.90%
3
Buy
Apr 02, 2023
Energy Transfer
0.36%
▲ 57.61%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.3%
▲ 522.95%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.25%
▲ 4.05%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.34%
▲ 48.94%
3
Buy
Apr 02, 2023
Walmart
0.43%
▲ 87.68%
3
Buy
Apr 02, 2023
Alliance Resource
0.66%
▲ 43.01%
3
Buy
Apr 02, 2023
Nvidia
1.23%
▲ 458.54%
3
Buy
Apr 02, 2023
Blackstone Secured Lending Fund
0.3%
▲ 25.60%
3
Buy
Apr 02, 2023
Royce Value Trust Inc
0.42%
▼ 3.87%
10
Buy
Mar 25, 2023