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New Portfolio - New Portfolio

PerformancePortfolio Details

Spencer Edwards

New Portfolio
Individual Investor
Ranked #38,132 out of 775,923 TipRanks' Investors
Success Rate
67%
12 out of 18
profitable transactions
Average Return
140.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.45%
6-Month Return▲ 5.93%
12-Month Return▲ 41.22%
YTD Return▲ 43.44%
Total Return▲ 267.37%

Best Trade

AssetPlug Power (PLUG)
Opened at
Closed at
Gain▲ 674.40%

Bio

This is my investment portfolio that I started in January of this year. My focus is I invest in is mainly banks and gas companies. I currently only hold long term stocks as of now but I hope to branch off to options trading and ETF's in the future.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.52%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 2.74%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.54%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.38%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.62%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.06%
▼ 2.25%▲ 3.53%▼ 2.52%
▲ 25.71%▲ 1.21%▲ 3.38%
▼ 4.22%▲ 2.34%▲ 1.14%
▲ 7.82%▲ 2.10%▼ 2.74%
▲ 5.38%▼ 0.89%▲ 1.54%
▲ 43.22%▲ 5.96%▲ 4.38%
▲ 3.34%▼ 1.56%▼ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MRO
Marathon Oil
―
▲ 620.60%
2
Close
Nov 21, 2024
COP
Conocophillips
17.79%
▼ 15.00%
1
Open
Nov 21, 2024
PRETQ
Pennsylvania Real Estate ate Investment
―
▼ 96.31%
2
Close
Apr 01, 2024
IMGN
ImmunoGen
―
▲ 22.74%
2
Close
Feb 09, 2023
GEHC
GE Healthcare Technologies Inc
0%
▲ 30.80%
1
Open
Jan 04, 2023
MITO
Stealth Biotherapeutics
―
▼ 81.29%
2
Close
Nov 16, 2022
PLUG
Plug Power
―
▲ 674.40%
2
Close
Dec 20, 2020
WFC
Wells Fargo
2.06%
▲ 196.22%
1
Open
Apr 21, 2020
SRNE
Sorrento Therapeutics
0%
▼ 99.61%
1
Open
Apr 15, 2020
SAN
Banco Santander SA
0.13%
▲ 140.79%
1
Open
Apr 15, 2020
GE
GE Aerospace
0%
▲ 430.52%
1
Open
Apr 15, 2020
OXY
Occidental Petroleum
6.92%
▲ 260.32%
1
Open
Apr 15, 2020
BAC
Bank of America
2.59%
▲ 123.99%
1
Open
Apr 15, 2020
GM
General Motors
7.6%
▲ 145.38%
1
Open
Apr 15, 2020
PARA
Paramount Global Class B
0.31%
▼ 20.31%
1
Open
Apr 15, 2020
OPK
Opko Health
0.45%
▼ 5.52%
1
Open
Apr 15, 2020
BP
BP
1.68%
▲ 60.53%
1
Open
Apr 15, 2020
F
Ford Motor
0.29%
▲ 141.03%
1
Open
Apr 15, 2020