Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #98,527 out of 753,381 TipRanks' Investors
Success Rate
91%
20 out of 22
profitable transactions
Average Return
3.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.76%
6-Month Return-
12-Month Return-
YTD Return▲ 4.39%
Total Return▲ 4.39%

Best Trade

Opened at
Closed at-
Gain▲ 16.38%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 5.09%
▲ 0.98%
▼ 0.74%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.43%
▼ 2.25%▲ 3.53%▼ 1.06%
▲ 25.76%▲ 1.21%▲ 5.83%
▼ 5.09%▲ 0.98%▼ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
11.63%
▲ 2.69%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
12.76%
▲ 13.24%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
4.03%
▲ 5.11%
1
Buy
Jun 27, 2024
Stellus Capital
16.41%
▲ 3.51%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
48.14%
▲ 5.12%
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
3.36%
▲ 16.38%
1
Buy
Jun 07, 2024
Ares Commercial
2.77%
▲ 3.07%
3
Buy
May 29, 2024