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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #110,303 out of 788,370 TipRanks' Investors
Success Rate
60%
141 out of 235
profitable transactions
Average Return
22.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.60%
6-Month Return▲ 8.16%
12-Month Return▲ 11.32%
YTD Return▼ 1.09%
Total Return▲ 29.48%

Best Trade

Opened at
Closed at-
Gain▲ 1037.57%

Bio

23 Equities

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.16%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.45%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 3.46%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.70%
▼ 13.14%▲ 2.34%▼ 2.77%
▲ 2.93%▲ 2.10%▲ 1.92%
▲ 9.99%▼ 0.89%▼ 1.73%
▲ 26.03%▲ 5.96%▲ 8.75%
▲ 5.97%▼ 2.41%▼ 1.16%
▲ 5.25%▲ 2.69%▲ 2.45%
▼ 9.08%▲ 1.42%▼ 3.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arch Resources
▲ 14.89%
3
Close
Jan 13, 2025
Core Natural Resources
0%
▼ 23.65%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▲ 3.32%
1
Open
Dec 24, 2024
McKesson
0.01%
▲ 34.37%
6
Sell
Sep 28, 2024
Chord Energy
2.88%
▼ 20.56%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.9%
▲ 4.11%
21
Buy
Sep 28, 2024
Alphabet Class A
2.39%
▲ 28.17%
5
Buy
Sep 28, 2024
Meta Platforms
6.05%
▲ 96.83%
5
Buy
Sep 28, 2024
Carlisle Companies
4.29%
▲ 11.03%
7
Buy
Sep 28, 2024
Rio Tinto
1.84%
▲ 1.47%
5
Buy
Sep 28, 2024
Ford Motor
0.85%
▼ 11.74%
6
Buy
Sep 28, 2024
Shell
1.24%
▲ 7.92%
6
Buy
Sep 28, 2024
Teekay Tankers
1.87%
▼ 6.03%
5
Buy
Sep 28, 2024
TJX Companies
3.81%
▲ 26.10%
5
Buy
Sep 28, 2024
NextEra Energy
3.26%
▲ 8.38%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 36.95%
4
Sell
Sep 28, 2024
Amazon
3.26%
▲ 34.44%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.79%
▲ 2.08%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
2%
▼ 4.28%
2
Buy
Sep 28, 2024