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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #227,445 out of 769,002 TipRanks' Investors
Success Rate
73%
16 out of 22
profitable transactions
Average Return
6.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.01%
6-Month Return▲ 9.86%
12-Month Return-
YTD Return▲ 10.34%
Total Return▲ 10.34%

Best Trade

Opened at
Closed at-
Gain▲ 53.13%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.35%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 4.83%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.43%
▼ 2.25%▲ 3.53%▼ 0.48%
▲ 25.72%▲ 1.21%▲ 5.83%
▼ 4.22%▲ 2.34%▼ 0.66%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.70%▼ 0.89%▼ 1.35%
▲ 23.63%▲ 3.84%▲ 4.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
10.34%
▼ 5.68%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
14.39%
▲ 28.17%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
3.68%
▼ 0.46%
1
Buy
Jun 27, 2024
Stellus Capital
15.7%
▲ 3.66%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
47.99%
▲ 8.50%
3
Buy
Jun 26, 2024
Vodafone
▲ 2.67%
2
Sell
Jun 18, 2024
Nextera Energy Partners
▼ 13.78%
2
Close
Jun 17, 2024
Kinder Morgan
4.33%
▲ 53.13%
1
Buy
Jun 07, 2024
Ares Commercial
2.71%
▲ 4.25%
3
Buy
May 29, 2024