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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #357,155 out of 794,749 TipRanks' Investors
Success Rate
16 out of 38
profitable transactions
profitable transactions
Average Return
-0.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 14.26%
6-Month Return▲ 9.24%
12-Month Return▲ 11.01%
YTD Return▼ 13.51%
Total Return▲ 12.98%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 11.63%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 5.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.29%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 11.35%
Apr 2025
▲ 2.93%▲ 2.10%▲ 1.23%
▲ 10.00%▼ 0.89%▲ 11.63%
▲ 26.01%▲ 5.96%▲ 10.64%
▲ 5.33%▼ 2.41%▲ 3.55%
▲ 5.87%▲ 2.69%▲ 5.10%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.80%▼ 5.57%▼ 8.29%
▼ 17.13%▼ 9.83%▼ 11.35%
Recent Activity
AGNC Investment
2.27%
▼ 14.92%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.58%
▼ 31.14%
1
Open
Feb 11, 2025
Rio Tinto
0.81%
▼ 8.75%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
2.37%
▼ 0.82%
3
Open
Jan 22, 2025
Dutch Bros Inc
6.59%
▼ 10.16%
1
Open
Jan 14, 2025
HASI
0.79%
▼ 4.58%
1
Open
Jan 04, 2025
Hercules Capital
1.8%
▼ 15.50%
1
Open
Jan 01, 2025
Walmart
1.52%
▼ 8.87%
1
Open
Dec 20, 2024
Archer Aviation
1.76%
▼ 17.57%
1
Open
Nov 28, 2024
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024
Coca-Cola
―
▲ 17.20%
2
Close
Oct 22, 2024
3M
―
▲ 52.20%
2
Close
Oct 22, 2024
Oxford Square Capital
―
▲ 4.42%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024
Prospect Capital
―
▲ 7.38%
2
Close
Oct 22, 2024
Devon Energy
―
▼ 8.00%
2
Close
Oct 10, 2024
Green Plains
―
▼ 37.67%
2
Close
Oct 10, 2024