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Joint Tenant - New Portfolio
Safe Harbor Stocks
Joint TenantIndividual Investor
Ranked #425,195 out of 775,923 TipRanks' Investors
Success Rate
42 out of 93
profitable transactions
profitable transactions
Average Return
0.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.81%
6-Month Return-
12-Month Return-
YTD Return▲ 8.79%
Total Return▲ 8.79%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
―
May 2024
▼ 2.25%
▲ 3.53%
―
Jun 2024
▲ 25.71%
▲ 1.21%
―
Jul 2024
▼ 4.22%
▲ 2.34%
―
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.98%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.07%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.72%
Dec 2024
▲ 11.46%▲ 5.06%―
▼ 2.25%▲ 3.53%―
▲ 25.71%▲ 1.21%―
▼ 4.22%▲ 2.34%―
▲ 7.82%▲ 2.10%▲ 5.52%
▲ 5.38%▼ 0.89%▲ 2.98%
▲ 43.22%▲ 5.96%▲ 5.07%
▲ 3.34%▼ 1.56%▼ 4.72%
Recent Activity
ADF Group Inc. SV
1.5%
▲ 43.15%
5
Buy
Nov 27, 2024
Navigator Holdings
1.57%
▼ 7.07%
1
Buy
Nov 27, 2024
International Money Express
2%
▲ 13.37%
1
Buy
Nov 27, 2024
Valaris
3.62%
▼ 16.35%
1
Buy
Nov 27, 2024
Alibaba
7.22%
▼ 6.84%
3
Buy
Nov 22, 2024
Teleflex
5.63%
▼ 8.89%
6
Buy
Nov 21, 2024
Amphastar Pharmaceuticals
0.27%
▼ 12.36%
2
Buy
Nov 18, 2024
Kayne Anderson BDC, Inc.
3.85%
▲ 2.02%
5
Buy
Nov 18, 2024
Evolution Gaming Group AB
9.22%
▼ 9.49%
9
Buy
Nov 18, 2024
JM Smucker
1.54%
▼ 3.85%
3
Buy
Nov 14, 2024
Occidental Petroleum
8.27%
▼ 6.81%
2
Buy
Nov 14, 2024
SS&C Technologies Holdings
0.27%
▲ 1.96%
1
Buy
Nov 13, 2024
Verizon
2.8%
▼ 2.59%
2
Buy
Nov 13, 2024
Euronet Worldwide
3.64%
▲ 2.77%
4
Buy
Nov 13, 2024
Tidewater
2.58%
▼ 15.66%
1
Buy
Nov 12, 2024
EnerSys
3.57%
▼ 6.16%
3
Buy
Nov 12, 2024
Sirius XM Holdings
5.67%
▼ 8.56%
14
Buy
Nov 12, 2024
Morgan Stanley Direct Lending Fund
17.73%
▲ 4.37%
9
Buy
Nov 12, 2024
American Financial Group
2.88%
▲ 2.43%
5
Buy
Nov 05, 2024
Skyward Specialty Insurance Group, Inc.
0.18%
▲ 14.07%
1
Buy
Oct 31, 2024