tiprankstipranks

Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #368,663 out of 775,913 TipRanks' Investors
Success Rate
55%
12 out of 22
profitable transactions
Average Return
3.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.72%
6-Month Return▲ 8.28%
12-Month Return-
YTD Return▲ 7.20%
Total Return▲ 7.20%

Best Trade

Opened at
Closed at-
Gain▲ 46.84%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.48%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.54%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.82%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.46%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 0.43%
▼ 2.25%▲ 3.53%▼ 0.48%
▲ 25.71%▲ 1.21%▲ 5.83%
▼ 4.22%▲ 2.34%▼ 0.66%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.38%▼ 0.89%▼ 1.54%
▲ 43.22%▲ 5.96%▲ 6.82%
▲ 3.34%▼ 1.56%▼ 4.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
10.45%
▼ 6.90%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
14.77%
▲ 32.24%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
3.7%
▼ 2.53%
1
Buy
Jun 27, 2024
Stellus Capital
15.78%
▲ 0.44%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
47.71%
▲ 5.12%
3
Buy
Jun 26, 2024
Vodafone
▲ 2.67%
2
Close
Jun 18, 2024
Nextera Energy Partners
▼ 13.78%
2
Close
Jun 17, 2024
Kinder Morgan
4.21%
▲ 46.84%
1
Buy
Jun 07, 2024
Ares Commercial
2.5%
▼ 6.18%
3
Buy
May 29, 2024