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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #113,577 out of 775,923 TipRanks' Investors
Success Rate
58%
136 out of 233
profitable transactions
Average Return
22.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.29%
6-Month Return▲ 10.44%
12-Month Return▲ 8.45%
YTD Return▲ 8.69%
Total Return▲ 29.71%

Best Trade

Opened at
Closed at-
Gain▲ 891.53%

Bio

23 Equities

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.97%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.55%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.64%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.13%
▼ 2.25%▲ 3.53%▼ 2.97%
▲ 25.71%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▼ 2.77%
▲ 7.82%▲ 2.10%▲ 1.92%
▲ 5.38%▼ 0.89%▼ 1.55%
▲ 43.22%▲ 5.96%▲ 8.75%
▲ 3.34%▼ 1.56%▼ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McKesson
0%
▲ 30.33%
6
Sell
Sep 28, 2024
Chord Energy
2.78%
▼ 21.16%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.85%
▲ 3.81%
21
Buy
Sep 28, 2024
Alphabet Class A
2.47%
▲ 36.55%
5
Buy
Sep 28, 2024
Meta Platforms
5.03%
▲ 68.52%
5
Buy
Sep 28, 2024
Carlisle Companies
4.7%
▲ 25.09%
7
Buy
Sep 28, 2024
Rio Tinto
1.65%
▼ 6.34%
5
Buy
Sep 28, 2024
Ford Motor
0.88%
▼ 9.61%
6
Buy
Sep 28, 2024
Shell
1.09%
▼ 2.93%
6
Buy
Sep 28, 2024
Teekay Tankers
1.7%
▼ 12.14%
5
Buy
Sep 28, 2024
TJX Companies
3.73%
▲ 26.64%
5
Buy
Sep 28, 2024
NextEra Energy
3.17%
▲ 8.52%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 25.07%
4
Sell
Sep 28, 2024
Amazon
3.28%
▲ 39.61%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.74%
▲ 1.33%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.92%
▼ 6.63%
2
Buy
Sep 28, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0.95%
▲ 8.84%
2
Buy
Sep 28, 2024
Geron
1.95%
▼ 23.13%
1
Open
Sep 28, 2024
Powerfleet
3.36%
▲ 30.60%
1
Open
Sep 28, 2024
Tenaya Therapeutics
0.72%
▼ 13.47%
1
Open
Sep 28, 2024