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

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #120,499 out of 793,549 TipRanks' Investors
Success Rate
53%
18 out of 34
profitable transactions
Average Return
52.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.57%
6-Month Return▲ 120.69%
12-Month Return-
YTD Return▼ 0.18%
Total Return▲ 125.05%

Best Trade

Opened at
Closed at-
Gain▲ 690.63%

Bio

High risk

Performance

49.58%0-49.58%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 46.37%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 49.58%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 0.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.18%
Feb 2025
▲ 8.05%
▼ 2.86%
▲ 4.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▲ 0.82%
▲ 26.01%▲ 5.96%▲ 46.37%
▲ 5.34%▼ 2.41%▲ 49.58%
▲ 5.88%▲ 2.69%▲ 0.01%
▼ 12.86%▼ 1.27%▼ 4.18%
▲ 8.05%▼ 2.86%▲ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KKR & Co
2.81%
▼ 3.81%
3
Sell
Mar 25, 2025
Vanguard High Dividend Yield Index ETF
3.84%
▼ 0.29%
3
Buy
Mar 24, 2025
Nvidia
2.5%
▼ 0.34%
1
Buy
Mar 13, 2025
Coterra Energy
2.11%
▲ 8.78%
1
Buy
Mar 11, 2025
Global Ship Lease
5.9%
▲ 12.20%
3
Buy
Mar 07, 2025
Cohen & Steers Closed-End Opportunity Fund Inc
6.02%
▼ 2.50%
4
Buy
Mar 01, 2025
Targa Resources
3.74%
▲ 24.99%
2
Buy
Feb 18, 2025
Super Micro Computer
2.71%
▼ 6.65%
1
Buy
Feb 13, 2025
Vanguard Russell 1000 Growth ETF
▲ 5.60%
3
Close
Jan 24, 2025
TSMC
3.21%
▲ 24.19%
2
Buy
Jan 11, 2025
Conocophillips
▲ 1.58%
2
Sell
Jan 07, 2025
Vanguard Small-Cap Growth ETF
5.74%
▼ 5.53%
4
Buy
Dec 27, 2024
Vanguard S&P 500 ETF
19.17%
▲ 12.27%
2
Buy
Dec 27, 2024
Dell Technologies
▼ 5.49%
2
Close
Dec 10, 2024
ServiceNow
4.91%
▲ 105.08%
1
Buy
Dec 07, 2024
D-Wave Quantum
15.13%
▲ 384.89%
4
Buy
Nov 26, 2024