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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #119,233 out of 793,549 TipRanks' Investors
Success Rate
60%
140 out of 235
profitable transactions
Average Return
16.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.95%
6-Month Return▲ 0.57%
12-Month Return▲ 2.40%
YTD Return▼ 4.39%
Total Return▲ 24.94%

Best Trade

Opened at
Closed at-
Gain▲ 871.43%

Bio

23 Equities

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 1.24%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.52%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 0.95%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.77%
▲ 2.93%▲ 2.10%▲ 1.92%
▲ 10.00%▼ 0.89%▼ 1.82%
▲ 26.01%▲ 5.96%▲ 8.74%
▲ 5.34%▼ 2.41%▼ 1.24%
▲ 5.88%▲ 2.69%▲ 3.26%
▼ 12.86%▼ 1.27%▼ 6.52%
▲ 5.30%▼ 4.02%▼ 0.95%

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%
▼ 24.05%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▼ 24.76%
1
Open
Dec 24, 2024
McKesson
0.01%
▲ 49.22%
6
Sell
Sep 28, 2024
Chord Energy
3.16%
▼ 17.18%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
2.05%
▲ 4.81%
21
Buy
Sep 28, 2024
Alphabet Class A
2.36%
▲ 17.89%
5
Buy
Sep 28, 2024
Meta Platforms
5.83%
▲ 76.09%
5
Buy
Sep 28, 2024
Carlisle Companies
4.79%
▲ 15.01%
7
Buy
Sep 28, 2024
Rio Tinto
1.96%
▲ 4.05%
5
Buy
Sep 28, 2024
Ford Motor
1.02%
▼ 4.18%
6
Buy
Sep 28, 2024
Shell
1.46%
▲ 18.16%
6
Buy
Sep 28, 2024
Teekay Tankers
1.95%
▼ 7.98%
5
Buy
Sep 28, 2024
TJX Companies
4.06%
▲ 24.63%
5
Buy
Sep 28, 2024
NextEra Energy
3.42%
▲ 6.45%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 20.23%
4
Sell
Sep 28, 2024
Amazon
3.26%
▲ 24.85%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.93%
▲ 2.45%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
2.13%
▼ 4.09%
2
Buy
Sep 28, 2024