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IBKR - New Portfolio

PerformancePortfolio Details

IBKR
Individual Investor
Ranked #49,510 out of 784,572 TipRanks' Investors
Success Rate
81%
39 out of 48
profitable transactions
Average Return
28.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.40%
6-Month Return▲ 6.58%
12-Month Return▲ 13.54%
YTD Return▲ 4.19%
Total Return▲ 29.12%

Best Trade

AssetBroadcom (AVGO)
Opened at
Closed at-
Gain▲ 248.17%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.33%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.02%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.28%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.05%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.20%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 5.26%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 4.66%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.44%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.33%
▼ 13.14%▲ 2.34%▲ 0.02%
▲ 2.93%▲ 2.10%▲ 2.28%
▲ 9.99%▼ 0.89%▼ 4.05%
▲ 26.04%▲ 5.96%▲ 3.20%
▲ 5.91%▼ 2.41%▼ 5.26%
▲ 4.65%▲ 2.69%▲ 4.66%
▼ 13.89%▼ 0.67%▼ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
INTU
Intuit
0%
▲ 42.99%
1
Open
May 29, 2023
TMO
Thermo Fisher
1.17%
▲ 11.45%
2
Buy
May 23, 2023
ALLY
Ally Financial
2.41%
▲ 53.01%
2
Buy
May 23, 2023
GOOGL
Alphabet Class A
2.87%
▲ 70.20%
2
Buy
May 23, 2023
AAPL
Apple
2.94%
▲ 51.52%
3
Buy
May 17, 2023
ADM
Archer Daniels Midland
1.2%
▼ 35.26%
2
Buy
May 17, 2023
MSFT
Microsoft
2.08%
▲ 49.55%
2
Buy
May 17, 2023
VICI
VICI Properties
3.76%
▲ 1.29%
2
Buy
May 17, 2023
JEPI
JPMorgan Equity Premium Income ETF
7.4%
▲ 23.84%
2
Buy
May 17, 2023
MAIN
Main Street Capital
7.8%
▲ 77.87%
2
Buy
May 17, 2023
IIPR
Innovative Industrial Properties
5.62%
▲ 11.69%
2
Buy
May 17, 2023
ACN
Accenture
3.46%
▲ 40.32%
1
Open
May 17, 2023
SCHD
Schwab US Dividend Equity ETF
4.21%
▲ 26.64%
1
Open
May 17, 2023
SQM
Sociedad Quimica Y Minera SA
2.02%
▼ 43.59%
1
Open
May 17, 2023
STAG
Stag Industrial
4.34%
▲ 7.45%
1
Open
May 17, 2023
VXUS
Vanguard Total International Stock ETF
0%
▲ 16.03%
1
Open
May 17, 2023
UNH
UnitedHealth
2.07%
▲ 15.58%
1
Open
May 17, 2023
V
Visa
3.92%
▲ 50.09%
1
Open
May 17, 2023
PG
Procter & Gamble
0%
▲ 13.20%
1
Open
May 17, 2023
OMF
OneMain Holdings
6.93%
▲ 66.54%
1
Open
May 17, 2023