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IBKR STOCKS - New Portfolio

Notaria 76 Proyectos

IBKR STOCKS
Individual Investor
Ranked #184,036 out of 793,835 TipRanks' Investors
Success Rate
61%
45 out of 74
profitable transactions
Average Return
5.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.86%
6-Month Return▲ 2.31%
12-Month Return▲ 11.39%
YTD Return▼ 9.28%
Total Return▲ 32.21%

Best Trade

Opened at
Closed at
Gain▲ 63.98%

Bio

Newbe

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 4.54%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 9.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.98%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.78%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.72%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 7.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.29%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 8.86%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 4.54%
▲ 2.93%▲ 2.10%▲ 9.60%
▲ 10.00%▼ 0.89%▲ 1.98%
▲ 26.01%▲ 5.96%▲ 9.78%
▲ 5.33%▼ 2.41%▲ 0.72%
▲ 5.89%▲ 2.69%▲ 7.37%
▼ 12.86%▼ 1.27%▼ 7.29%
▼ 1.65%▼ 6.20%▼ 8.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Wynn Resorts
4.87%
▼ 2.31%
4
Sell
Dec 22, 2024
Nvidia
3.89%
▼ 13.41%
4
Buy
Dec 22, 2024
PayPal Holdings
6.94%
▼ 8.01%
9
Buy
Dec 01, 2024
Meta Platforms
20.47%
▲ 14.60%
7
Buy
Nov 22, 2024
Shopify
8.01%
▲ 10.99%
4
Sell
Nov 22, 2024
Amazon
9.12%
▲ 12.59%
9
Buy
Nov 17, 2024
NEXTracker, Inc. Class A
9.19%
▲ 16.19%
2
Buy
Nov 17, 2024
Cheesecake Factory
14.69%
▲ 6.34%
1
Open
Nov 17, 2024
e.l.f. Beauty
6.9%
▼ 47.15%
1
Open
Nov 17, 2024
Microsoft
8.96%
▼ 8.52%
1
Open
Nov 17, 2024
SPDR S&P 500 ETF Trust
6.57%
▼ 1.84%
2
Buy
Sep 23, 2024
Apple
▲ 7.76%
4
Close
Jun 02, 2024
Bank of America
▲ 37.65%
7
Close
Jun 02, 2024
Tesla
▼ 27.95%
5
Close
Jun 02, 2024
Vanguard Real Estate ETF
▲ 3.17%
2
Close
Jun 02, 2024
Palo Alto Networks
▲ 23.09%
4
Close
Jun 02, 2024
JPMorgan Chase
▲ 21.74%
3
Close
Jun 02, 2024
Palantir Technologies
▲ 7.24%
6
Close
Jun 02, 2024
Honeywell International
▲ 2.53%
3
Close
Jun 02, 2024
CVS Health
▲ 16.12%
3
Close
Feb 25, 2024