tiprankstipranks

TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #64,812 out of 781,107 TipRanks' Investors
Success Rate
64%
151 out of 235
profitable transactions
Average Return
27.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.87%
6-Month Return▲ 8.93%
12-Month Return▲ 20.34%
YTD Return▲ 4.42%
Total Return▲ 36.88%

Best Trade

Opened at
Closed at-
Gain▲ 940.21%

Bio

23 Equities

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.66%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.97%
▲ 8.13%▲ 1.21%▲ 5.70%
▼ 13.14%▲ 2.34%▼ 2.77%
▲ 2.93%▲ 2.10%▲ 1.92%
▲ 10.00%▼ 0.89%▼ 1.66%
▲ 26.04%▲ 5.96%▲ 8.75%
▲ 5.93%▼ 2.41%▼ 1.10%
▲ 6.90%▲ 1.96%▲ 4.42%

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%
▼ 4.99%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▲ 14.26%
1
Open
Dec 24, 2024
McKesson
0%
▲ 33.22%
6
Sell
Sep 28, 2024
Chord Energy
2.99%
▼ 10.15%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.78%
▲ 4.12%
21
Buy
Sep 28, 2024
Alphabet Class A
2.46%
▲ 39.83%
5
Buy
Sep 28, 2024
Meta Platforms
5.1%
▲ 76.44%
5
Buy
Sep 28, 2024
Carlisle Companies
4.89%
▲ 32.23%
7
Buy
Sep 28, 2024
Rio Tinto
1.67%
▼ 2.41%
5
Buy
Sep 28, 2024
Ford Motor
0.89%
▼ 7.46%
6
Buy
Sep 28, 2024
Shell
1.16%
▲ 6.81%
6
Buy
Sep 28, 2024
Teekay Tankers
1.8%
▲ 2.12%
5
Buy
Sep 28, 2024
TJX Companies
3.63%
▲ 26.49%
5
Buy
Sep 28, 2024
NextEra Energy
3.01%
▲ 7.14%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 24.05%
4
Sell
Sep 28, 2024
Amazon
3.24%
▲ 40.25%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.68%
▲ 1.67%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.84%
▼ 7.33%
2
Buy
Sep 28, 2024