tiprankstipranks

My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #234,983 out of 743,899 TipRanks' Investors
Success Rate
67%
16 out of 24
profitable transactions
Average Return
1.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.29%
6-Month Return-
12-Month Return-
YTD Return▲ 2.26%
Total Return▲ 2.26%

Best Trade

Opened at
Closed at-
Gain▲ 22.93%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.06%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 4.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.89%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.97%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 2.06%
▼ 12.40%▼ 4.03%▲ 4.41%
▲ 11.46%▲ 5.06%▲ 6.37%
▼ 2.25%▲ 3.53%▼ 8.89%
▲ 0.26%▲ 0.21%▼ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
2.84%
▲ 0.73%
1
Open
Jun 10, 2024
CVR Partners
1.97%
▼ 6.67%
1
Open
Jun 05, 2024
Schwab US TIPS ETF
0.72%
▲ 0.85%
1
Open
May 26, 2024
Bitcoin
0%
▼ 7.34%
1
Open
Apr 22, 2024
Chicago Atlantic Real Estate ate Finance Inc
2.73%
▼ 1.60%
2
Buy
Apr 21, 2024
Avalanche
0.12%
▼ 19.09%
1
Open
Apr 17, 2024
USD Coin
0.14%
0.00%
1
Open
Apr 17, 2024
Solventum Corporation
0.28%
▼ 22.99%
2
Sell
Apr 05, 2024
Reddit Inc Class A
10.23%
▲ 22.93%
1
Open
Mar 25, 2024
Ares Capital
14.92%
▲ 6.55%
1
Open
Mar 16, 2024
Barings BDC
8.95%
▲ 9.47%
1
Open
Mar 16, 2024
Blackstone Secured Lending Fund
3.12%
▲ 7.23%
1
Open
Mar 16, 2024
Devon Energy
4.61%
▲ 1.41%
1
Open
Mar 16, 2024
Energy Transfer
7.64%
▲ 7.51%
1
Open
Mar 16, 2024
Green Plains
5.27%
▼ 27.63%
1
Open
Mar 16, 2024
Horizon Technology
5.51%
▲ 8.60%
1
Open
Mar 16, 2024
Coca-Cola
0.79%
▲ 5.84%
1
Open
Mar 16, 2024
3M
2.4%
▲ 16.78%
1
Open
Mar 16, 2024
Blue Owl Capital
5.21%
▲ 4.98%
1
Open
Mar 16, 2024
Oxford Square Capital
3.07%
▲ 0.34%
1
Open
Mar 16, 2024