Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
Top ETFs by Upside
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Ideas
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Economic Indicators
Inflation Rate
Unemployment Rate
Class Actions
Tools
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Dividends
My Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
Top Experts
Portfolio
News
Enterprise Solutions
Education
Personal Finance
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us
More
Plans
News
Trending
Portfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Plans & Pricing
Ideas
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Tools
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividends
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Experts
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
More
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us
Log Out
G3 Financial
- New Portfolio
Performance
Portfolio Details
Eric Giosa
G3 Financial
Individual Investor
Ranked #158,362 out of 769,002 TipRanks' Investors
Success Rate
57%
52 out of 91
profitable transactions
Average Return
18.23%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.36%
6-Month Return
▲ 19.79%
12-Month Return
▲ 33.97%
YTD Return
▲ 26.11%
Total Return
▲ 38.82%
Best Trade
Asset
Mastercard (MA)
Opened at
Jul 05, 2016
Closed at
Sep 06, 2022
Gain
▲ 281.08%
Bio
Wealth Management is not created equal, frankly it's one of the most under-served areas of expertise within todays services sector. Goals & Objectives must be aligned with a high degree of sensitivity towards cost containment and risk management.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.44%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.52%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.46%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.37%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.71%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 2.06%
▲ 11.46%
▲ 5.06%
▲ 1.01%
▼ 2.25%
▲ 3.53%
▲ 0.44%
▲ 25.72%
▲ 1.21%
▲ 5.52%
▼ 4.22%
▲ 2.34%
▲ 2.09%
▲ 7.82%
▲ 2.10%
▲ 6.46%
▲ 5.70%
▼ 0.89%
▲ 2.37%
▲ 23.63%
▲ 3.84%
▲ 2.71%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GLD
SPDR Gold Shares
16.43%
▲ 47.40%
11
Buy
Aug 19, 2024
NEM
Newmont Mining
9.62%
▼ 15.61%
1
Open
Aug 19, 2024
REAL
RealReal
19.89%
▲ 65.92%
1
Open
Aug 19, 2024
PRGO
Perrigo Company
3.79%
▼ 6.44%
3
Sell
Mar 21, 2024
COST
Costco
0%
▲ 57.88%
4
Sell
Mar 21, 2024
STKL
SunOpta
17.1%
▲ 13.86%
1
Open
Mar 21, 2024
PCT
PureCycle Technologies
25.95%
▲ 94.33%
1
Open
Mar 21, 2024
EEM
iShares MSCI Emerging Markets ETF
0%
▲ 11.78%
2
Sell
Mar 06, 2024
TLT
iShares 20+ Year Treasury Bond ETF
0%
▼ 7.04%
3
Sell
Mar 06, 2024
FI
Fiserv
―
▼ 5.45%
2
Close
Nov 08, 2022
IQV
IQVIA Holdings
―
▲ 32.02%
2
Close
Oct 01, 2022
JAZZ
Jazz Pharmaceuticals
―
▼ 11.66%
2
Close
Sep 06, 2022
MRK
Merck & Company
―
▲ 40.86%
3
Close
Sep 06, 2022
MA
Mastercard
―
▲ 281.08%
2
Close
Sep 06, 2022
DIS
Walt Disney
―
▼ 3.71%
6
Close
Aug 29, 2022
JPM
JPMorgan Chase & Co.
―
▲ 64.99%
5
Close
Aug 29, 2022
CLF
Cleveland-Cliffs
―
▲ 180.85%
2
Close
Aug 29, 2022
WMT
Walmart
―
▲ 64.71%
3
Close
Aug 29, 2022
META
Meta Platforms
―
▼ 4.43%
3
Close
Aug 07, 2022
IOVA
Iovance Biotherapeutics
―
▼ 39.15%
2
Close
Aug 07, 2022
You need to enable JavaScript to run this app.