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New Portfolio - New Portfolio
Peter Okun
New PortfolioIndividual Investor
Ranked #71,383 out of 775,923 TipRanks' Investors
Success Rate
17 out of 18
profitable transactions
profitable transactions
Average Return
35.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.73%
6-Month Return▲ 10.65%
12-Month Return▲ 30.31%
YTD Return▲ 30.32%
Total Return▲ 45.08%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.95%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.33%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.07%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.89%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.29%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.13%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.95%
▼ 2.25%▲ 3.53%▲ 5.33%
▲ 25.71%▲ 1.21%▲ 2.57%
▼ 4.22%▲ 2.34%▲ 2.37%
▲ 7.82%▲ 2.10%▲ 4.07%
▲ 5.38%▼ 0.89%▼ 1.89%
▲ 43.22%▲ 5.96%▲ 2.29%
▲ 3.34%▼ 1.56%▲ 0.13%
Recent Activity
Nvidia
―
▲ 156.22%
2
Close
Aug 31, 2024
Berkshire Hathaway B
5.88%
▼ 4.77%
1
Open
Aug 31, 2024
Alibaba
5.88%
▲ 12.68%
1
Open
Feb 28, 2024
Amazon
5.88%
▲ 29.89%
1
Open
Feb 28, 2024
Broadcom
5.88%
▲ 109.08%
1
Open
Dec 12, 2023
Realty Income
5.88%
▲ 2.43%
1
Open
Dec 12, 2023
ServiceNow
5.88%
▲ 52.31%
1
Open
Dec 12, 2023
Vanguard Small Cap Value ETF
5.88%
▲ 19.55%
1
Open
Dec 12, 2023
Apple
5.88%
▲ 31.64%
1
Open
Dec 07, 2023
Microsoft
5.88%
▲ 18.58%
1
Open
Dec 07, 2023
Alphabet Class A
5.88%
▲ 40.29%
1
Open
Dec 07, 2023
BlackRock Capital
5.88%
▲ 29.17%
1
Open
Nov 01, 2023
Cohen And Steers Total Return Realty Fund
5.88%
▲ 25.58%
1
Open
Nov 01, 2023
RiverNorth Flexible Municipal Income Fund II Inc
5.88%
▲ 22.72%
1
Open
Nov 01, 2023
Thornburg Income Builder Opportunities Trust
5.88%
▲ 24.48%
1
Open
Nov 01, 2023
Western Asset Diversified Income Fund Registeredof Benef Interest
5.88%
▲ 30.37%
1
Open
Nov 01, 2023
BlackRock Multi-Sector Income Trust
5.88%
▲ 11.93%
1
Open
Nov 01, 2023
Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund
5.88%
▲ 23.64%
1
Open
Nov 01, 2023