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My Portfolio - New Portfolio

PerformancePortfolio Details

Gene

My Portfolio
Individual Investor
Ranked #134,402 out of 783,619 TipRanks' Investors
Success Rate
77%
27 out of 35
profitable transactions
Average Return
13.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.28%
6-Month Return▲ 25.15%
12-Month Return-
YTD Return▲ 5.28%
Total Return▲ 37.44%

Best Trade

AssetReddit Inc ... (RDDT)
Opened at
Closed at-
Gain▲ 232.66%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.30%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.23%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 11.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 5.28%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.30%
▲ 8.13%▲ 1.21%▲ 4.77%
▼ 13.14%▲ 2.34%▼ 8.12%
▲ 2.93%▲ 2.10%▲ 1.23%
▲ 9.99%▼ 0.89%▲ 11.55%
▲ 26.04%▲ 5.96%▲ 10.64%
▲ 5.93%▼ 2.41%▲ 3.55%
▲ 3.19%▲ 2.68%▲ 5.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BXSL
Blackstone Secured Lending Fund
2.37%
▲ 5.46%
3
Open
Jan 22, 2025
BROS
Dutch Bros Inc
3.36%
▲ 7.01%
1
Open
Jan 14, 2025
HASI
HASI
0.75%
▲ 4.71%
1
Open
Jan 04, 2025
HTGC
Hercules Capital
1.89%
▲ 3.34%
1
Open
Jan 01, 2025
WMT
Walmart
1.51%
▲ 6.95%
1
Open
Dec 20, 2024
ACHR
Archer Aviation
2.08%
▲ 14.73%
1
Open
Nov 28, 2024
AVAX-USD
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
BTC-USD
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024
KO
Coca-Cola
―
▲ 17.20%
2
Close
Oct 22, 2024
MMM
3M
―
▲ 52.20%
2
Close
Oct 22, 2024
OXSQ
Oxford Square Capital
―
▲ 4.38%
2
Close
Oct 22, 2024
VZ
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
SCHP
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
AVGO
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024
PSEC
Prospect Capital
―
▲ 7.39%
2
Close
Oct 22, 2024
DVN
Devon Energy
―
▼ 8.00%
2
Close
Oct 10, 2024
GPRE
Green Plains
―
▼ 37.67%
2
Close
Oct 10, 2024
HRZN
Horizon Technology
―
▼ 1.93%
3
Close
Oct 10, 2024
REFI
Chicago Atlantic Real Estate ate Finance Inc
―
▲ 5.48%
3
Close
Oct 10, 2024
SOLV
Solventum Corporation
―
▲ 1.64%
3
Close
Oct 10, 2024