tiprankstipranks

Curtis Dismore - Rollover IRA Brokerage Account - ****0074 - New Portfolio

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #64,580 out of 788,370 TipRanks' Investors
Success Rate
74%
20 out of 27
profitable transactions
Average Return
62.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.43%
6-Month Return-
12-Month Return-
YTD Return▲ 2.24%
Total Return▲ 130.29%

Best Trade

Opened at
Closed at-
Gain▲ 593.12%

Bio

High risk

Performance

49.43%0-49.43%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.82%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 46.37%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 49.43%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.72%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.98%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 9.99%▼ 0.89%▲ 0.82%
▲ 26.03%▲ 5.96%▲ 46.37%
▲ 5.97%▼ 2.41%▲ 49.43%
▲ 5.25%▲ 2.69%▼ 0.72%
▼ 9.08%▲ 1.42%▲ 2.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Targa Resources
3.63%
▲ 23.95%
2
Buy
Feb 18, 2025
Super Micro Computer
4.01%
▲ 41.31%
1
Buy
Feb 13, 2025
Cohen & Steers Closed-End Opportunity Fund Inc
6.02%
▲ 0.19%
3
Buy
Feb 10, 2025
Vanguard Russell 1000 Growth ETF
▲ 5.60%
3
Close
Jan 24, 2025
TSMC
3.58%
▲ 41.90%
2
Buy
Jan 11, 2025
Conocophillips
▲ 1.58%
2
Sell
Jan 07, 2025
Vanguard Small-Cap Growth ETF
6.01%
▲ 1.14%
4
Buy
Dec 27, 2024
Vanguard S&P 500 ETF
19.71%
▲ 18.11%
2
Buy
Dec 27, 2024
Vanguard High Dividend Yield Index ETF
3.84%
▲ 2.84%
2
Buy
Dec 24, 2024
Dell Technologies
▼ 5.49%
2
Close
Dec 10, 2024
Global Ship Lease
4.7%
▲ 28.54%
1
Buy
Dec 07, 2024
ServiceNow
5.37%
▲ 129.50%
1
Buy
Dec 07, 2024
KKR & Co
6.91%
▲ 2.26%
1
Buy
Dec 07, 2024
D-Wave Quantum
12.97%
▲ 325.09%
4
Buy
Nov 26, 2024