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WELLSTRADE ...9383 - New Portfolio
J. D.
WELLSTRADE ...9383Individual Investor
Ranked #51,430 out of 748,140 TipRanks' Investors
Success Rate
23 out of 26
profitable transactions
profitable transactions
Average Return
28.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.60%
6-Month Return▲ 27.95%
12-Month Return▲ 37.42%
YTD Return▲ 29.57%
Total Return▲ 18.28%
Best Trade
Bio
My portfolio of trades
Performance
25.81%0-25.81%
▲ 5.14%
▲ 4.57%
▲ 5.92%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.03%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.87%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▲ 16.79%
Jun 2024
▲ 25.81%
▲ 1.92%
▼ 3.77%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.92%
▼ 1.87%▲ 1.59%▲ 2.84%
▲ 14.08%▲ 5.22%▲ 0.56%
▲ 5.05%▲ 3.27%▼ 0.03%
▼ 12.40%▼ 4.03%▲ 0.87%
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▲ 16.79%
▲ 25.81%▲ 1.92%▼ 3.77%
Recent Activity
Permianville Royalty
4.35%
▲ 30.83%
1
Buy
Jul 18, 2024
AGNC Investment
14.48%
▲ 8.12%
2
Buy
Jul 12, 2024
Ares Capital
17.53%
▲ 3.33%
3
Buy
Jul 01, 2024
Alphabet Class C
12.74%
▲ 105.03%
2
Buy
Jun 19, 2024
Liberty All Star Equity Fund
10.38%
▲ 15.45%
4
Buy
Jun 08, 2024
Energy Transfer
35.06%
▲ 87.82%
3
Buy
May 21, 2024
KNOT Offshore Partners
5.28%
▲ 16.38%
8
Buy
May 11, 2024
Medical Properties
―
▲ 5.82%
4
Close
Feb 17, 2024