IBKR - New Portfolio

IBKR
Individual Investor
Ranked #30,682 out of 761,825 TipRanks' Investors
Success Rate
88%
42 out of 48
profitable transactions
Average Return
27.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.73%
6-Month Return▲ 12.76%
12-Month Return▲ 29.03%
YTD Return▲ 12.69%
Total Return▲ 30.78%

Best Trade

Opened at
Closed at-
Gain▲ 183.39%

Bio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 2.98%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.13%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.06%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 2.29%
Sep 2024
▲ 10.14%
▲ 1.49%
▼ 1.09%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 2.98%
▼ 12.40%▼ 4.03%▼ 2.73%
▲ 11.46%▲ 5.06%▲ 4.13%
▼ 2.25%▲ 3.53%▲ 0.80%
▲ 25.72%▲ 1.21%▲ 4.33%
▼ 4.21%▲ 2.34%▲ 0.06%
▲ 7.81%▲ 2.10%▲ 2.29%
▲ 10.14%▲ 1.49%▼ 1.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuit
0%
▲ 46.98%
1
Open
May 29, 2023
Thermo Fisher
1.2%
▲ 14.96%
2
Buy
May 23, 2023
Ally Financial
2.24%
▲ 41.33%
2
Buy
May 23, 2023
Alphabet Class A
2.24%
▲ 34.22%
2
Buy
May 23, 2023
Apple
2.91%
▲ 50.93%
3
Buy
May 17, 2023
Archer Daniels Midland
1.47%
▼ 20.82%
2
Buy
May 17, 2023
Microsoft
2.09%
▲ 50.82%
2
Buy
May 17, 2023
VICI Properties
4.14%
▲ 10.77%
2
Buy
May 17, 2023
JPMorgan Equity Premium Income ETF
7.5%
▲ 23.93%
2
Buy
May 17, 2023
Main Street Capital
6.51%
▲ 46.82%
2
Buy
May 17, 2023
Innovative Industrial Properties
9.96%
▲ 91.14%
2
Buy
May 17, 2023
Accenture
3.29%
▲ 34.42%
1
Open
May 17, 2023
Schwab US Dividend Equity ETF
4.33%
▲ 30.21%
1
Open
May 17, 2023
Sociedad Quimica Y Minera SA
1.93%
▼ 45.57%
1
Open
May 17, 2023
Stag Industrial
4.82%
▲ 18.65%
1
Open
May 17, 2023
Vanguard Total International Stock ETF
0%
▲ 18.32%
1
Open
May 17, 2023
UnitedHealth
2.13%
▲ 18.56%
1
Open
May 17, 2023
Visa
3.27%
▲ 25.79%
1
Open
May 17, 2023
Procter & Gamble
0%
▲ 14.62%
1
Open
May 17, 2023
OneMain Holdings
5.98%
▲ 44.82%
1
Open
May 17, 2023