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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #117,581 out of 769,002 TipRanks' Investors
Success Rate
62%
144 out of 233
profitable transactions
Average Return
16.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.97%
6-Month Return▲ 4.99%
12-Month Return▲ 17.71%
YTD Return▲ 7.01%
Total Return▲ 27.70%

Best Trade

Opened at
Closed at-
Gain▲ 520.05%

Bio

23 Equities

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.97%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.48%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.08%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 5.13%
▼ 2.25%▲ 3.53%▼ 2.97%
▲ 25.72%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▼ 2.77%
▲ 7.82%▲ 2.10%▲ 2.00%
▲ 5.70%▼ 0.89%▼ 1.48%
▲ 23.63%▲ 3.84%▲ 4.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McKesson
0.01%
▲ 39.48%
6
Sell
Sep 28, 2024
Chord Energy
3.21%
▼ 7.64%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.79%
▲ 3.39%
21
Buy
Sep 28, 2024
Alphabet Class A
2.09%
▲ 25.40%
5
Buy
Sep 28, 2024
Meta Platforms
4.68%
▲ 62.71%
5
Buy
Sep 28, 2024
Carlisle Companies
5.32%
▲ 42.77%
7
Buy
Sep 28, 2024
Rio Tinto
1.71%
▼ 0.35%
5
Buy
Sep 28, 2024
Ford Motor
0.93%
▼ 3.51%
6
Buy
Sep 28, 2024
Shell
1.16%
▲ 4.74%
6
Buy
Sep 28, 2024
Teekay Tankers
1.84%
▲ 0.08%
5
Buy
Sep 28, 2024
TJX Companies
3.55%
▲ 24.30%
5
Buy
Sep 28, 2024
NextEra Energy
3.31%
▲ 15.63%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 28.37%
4
Sell
Sep 28, 2024
Amazon
2.8%
▲ 25.93%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.69%
▲ 0.94%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.95%
▼ 5.77%
2
Buy
Sep 28, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0.91%
▲ 6.00%
2
Buy
Sep 28, 2024
Geron
2.17%
▼ 12.11%
1
Open
Sep 28, 2024
Powerfleet
3.31%
▲ 29.60%
1
Open
Sep 28, 2024
Tenaya Therapeutics
0.9%
▲ 15.03%
1
Open
Sep 28, 2024