Small & Mid Cap Stocks - New Portfolio

BULLO.888

Small & Mid Cap Stocks
Individual Investor
Ranked #222,508 out of 764,830 TipRanks' Investors
Success Rate
51%
132 out of 258
profitable transactions
Average Return
14.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.32%
6-Month Return▲ 12.96%
12-Month Return▲ 42.52%
YTD Return▲ 17.73%
Total Return▲ 24.92%

Best Trade

Opened at
Closed at-
Gain▲ 404.53%

Bio

Private Investor

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.12%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.37%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.51%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.18%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 1.46%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 8.39%
▲ 11.46%▲ 5.06%▲ 5.12%
▼ 2.25%▲ 3.53%▼ 3.28%
▲ 25.72%▲ 1.21%▲ 7.37%
▼ 4.21%▲ 2.34%▲ 1.41%
▲ 7.82%▲ 2.10%▲ 3.51%
▲ 6.02%▼ 0.89%▲ 1.18%
▼ 2.13%▲ 0.42%▲ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Crew Energy
▲ 33.09%
2
Close
Oct 03, 2024
Aaron's Company
▲ 8.99%
2
Close
Oct 03, 2024
Tourmaline Oil
0%
▼ 4.37%
1
Open
Oct 03, 2024
Southwestern Energy
▲ 33.40%
2
Close
Sep 30, 2024
Expand Energy
0%
▲ 4.36%
1
Open
Sep 30, 2024
▼ 99.78%
2
Close
Sep 13, 2024
Rite Aid
▼ 98.53%
2
Close
Sep 03, 2024
Eagle Bulk Shipping
▲ 40.78%
2
Close
Apr 10, 2024
Star Bulk Carriers
0%
▼ 15.10%
1
Open
Apr 10, 2024
Daseke
▲ 21.38%
2
Close
Apr 01, 2024
CymaBay Therapeutics
▲ 285.75%
2
Close
Mar 25, 2024
Voxeljet
▼ 51.88%
2
Close
Mar 22, 2024
Alteryx
▲ 30.61%
2
Close
Mar 18, 2024
Ambrx Biopharma
▲ 94.44%
2
Close
Mar 08, 2024
European Wax Center
0%
▼ 50.43%
1
Open
Oct 05, 2023
DaVita
0%
▲ 58.84%
1
Open
Oct 05, 2023
Nauticus Robotics
0%
▼ 98.14%
1
Open
Oct 03, 2023
PROS Holdings
0%
▼ 40.21%
1
Open
Oct 01, 2023
Zeta Global Holdings Corp
0%
▲ 241.04%
1
Open
Sep 28, 2023
Surge Energy
0%
▼ 33.74%
1
Open
Sep 25, 2023