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IBKR - New Portfolio

IBKR
Individual Investor
Ranked #70,537 out of 775,913 TipRanks' Investors
Success Rate
75%
36 out of 48
profitable transactions
Average Return
25.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.34%
6-Month Return▲ 0.45%
12-Month Return▲ 8.20%
YTD Return▲ 7.71%
Total Return▲ 25.00%

Best Trade

Opened at
Closed at-
Gain▲ 244.68%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.76%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.02%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.27%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.49%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.13%
▼ 2.25%▲ 3.53%▲ 0.76%
▲ 25.71%▲ 1.21%▲ 4.33%
▼ 4.22%▲ 2.34%▲ 0.02%
▲ 7.82%▲ 2.10%▲ 2.27%
▲ 5.38%▼ 0.89%▼ 4.03%
▲ 43.22%▲ 5.96%▲ 3.23%
▲ 3.34%▼ 1.56%▼ 4.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0%
▲ 55.22%
1
Open
May 29, 2023
Thermo Fisher
1.1%
▲ 0.60%
2
Buy
May 23, 2023
Ally Financial
2.28%
▲ 38.66%
2
Buy
May 23, 2023
Alphabet Class A
2.75%
▲ 57.86%
2
Buy
May 23, 2023
Apple
3.33%
▲ 65.63%
3
Buy
May 17, 2023
Archer Daniels Midland
1.32%
▼ 31.17%
2
Buy
May 17, 2023
Microsoft
2.28%
▲ 58.33%
2
Buy
May 17, 2023
VICI Properties
3.76%
▼ 2.14%
2
Buy
May 17, 2023
JPMorgan Equity Premium Income ETF
7.61%
▲ 22.12%
2
Buy
May 17, 2023
Main Street Capital
7.37%
▲ 61.71%
2
Buy
May 17, 2023
Innovative Industrial Properties
5.78%
▲ 6.25%
2
Buy
May 17, 2023
Accenture
3.35%
▲ 31.27%
1
Open
May 17, 2023
Schwab US Dividend Equity ETF
4.28%
▲ 24.49%
1
Open
May 17, 2023
Sociedad Quimica Y Minera SA
1.95%
▼ 47.43%
1
Open
May 17, 2023
Stag Industrial
4.44%
▲ 5.02%
1
Open
May 17, 2023
Vanguard Total International Stock ETF
0%
▲ 11.85%
1
Open
May 17, 2023
UnitedHealth
1.96%
▲ 5.98%
1
Open
May 17, 2023
Visa
3.74%
▲ 38.16%
1
Open
May 17, 2023
Procter & Gamble
0%
▲ 12.47%
1
Open
May 17, 2023
OneMain Holdings
6.79%
▲ 57.44%
1
Open
May 17, 2023