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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #193,400 out of 789,901 TipRanks' Investors
Success Rate
66%
25 out of 38
profitable transactions
Average Return
10.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.52%
6-Month Return▲ 36.81%
12-Month Return-
YTD Return▲ 3.62%
Total Return▲ 35.42%

Best Trade

Opened at
Closed at-
Gain▲ 171.66%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 4.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.23%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 11.55%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 3.67%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.77%
▼ 13.14%▲ 2.34%▼ 8.12%
▲ 2.93%▲ 2.10%▲ 1.23%
▲ 10.01%▼ 0.89%▲ 11.55%
▲ 26.01%▲ 5.96%▲ 10.64%
▲ 5.96%▼ 2.41%▲ 3.67%
▲ 5.25%▲ 2.69%▲ 4.63%
▼ 12.86%▼ 1.27%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
2.22%
▼ 0.18%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.65%
▼ 7.22%
1
Open
Feb 11, 2025
Rio Tinto
0.75%
▼ 1.45%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
2.35%
▲ 6.11%
3
Open
Jan 22, 2025
Dutch Bros Inc
5.37%
▲ 29.21%
1
Open
Jan 14, 2025
HASI
0.71%
▲ 1.46%
1
Open
Jan 04, 2025
Hercules Capital
1.81%
▲ 4.66%
1
Open
Jan 01, 2025
Walmart
1.47%
▲ 5.80%
1
Open
Dec 20, 2024
Archer Aviation
1.73%
▼ 2.48%
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
▲ 4.40%
2
Close
Oct 22, 2024
Verizon
▲ 9.02%
2
Close
Oct 22, 2024
Schwab US TIPS ETF
▲ 3.67%
2
Close
Oct 22, 2024
Broadcom
▲ 11.74%
2
Close
Oct 22, 2024
Prospect Capital
▲ 7.39%
2
Close
Oct 22, 2024
Devon Energy
▼ 8.00%
2
Close
Oct 10, 2024
Green Plains
▼ 37.67%
2
Close
Oct 10, 2024