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G3 Financial - New Portfolio
Eric Giosa
G3 FinancialIndividual Investor
Ranked #155,382 out of 743,457 TipRanks' Investors
Success Rate
48 out of 88
profitable transactions
profitable transactions
Average Return
15.09%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.04%
6-Month Return▲ 5.03%
12-Month Return▲ 10.72%
YTD Return▲ 4.39%
Total Return▲ 14.90%
Best Trade
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.
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.44%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.19%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.70%
▼ 1.87%▲ 1.59%▼ 1.10%
▲ 14.08%▲ 5.22%▼ 0.98%
▲ 5.05%▲ 3.27%▲ 7.47%
▼ 12.40%▼ 4.03%▼ 2.06%
▲ 11.46%▲ 5.06%▲ 1.01%
▼ 2.25%▲ 3.53%▲ 0.44%
▲ 0.26%▲ 0.21%▼ 0.19%
Recent Activity
SPDR Gold Shares
0%
▲ 38.02%
10
Sell
Mar 21, 2024
Perrigo Company
6.41%
▼ 10.40%
3
Sell
Mar 21, 2024
Costco
0%
▲ 43.47%
4
Sell
Mar 21, 2024
SunOpta
10.7%
▼ 20.78%
1
Open
Mar 21, 2024
PureCycle Technologies
22.34%
▼ 5.51%
1
Open
Mar 21, 2024
iShares MSCI Emerging Markets ETF
0%
▲ 10.05%
2
Sell
Mar 06, 2024
iShares 20+ Year Treasury Bond ETF
0%
▼ 8.77%
3
Sell
Mar 06, 2024
Fiserv
―
▼ 5.45%
2
Close
Nov 08, 2022
IQVIA Holdings
―
▲ 32.02%
2
Close
Oct 01, 2022
Jazz Pharmaceuticals
―
▼ 11.66%
2
Close
Sep 06, 2022
Merck & Company
―
▲ 40.86%
3
Close
Sep 06, 2022
Mastercard
―
▲ 281.08%
2
Close
Sep 06, 2022
Walt Disney
―
▼ 3.71%
6
Close
Aug 29, 2022
JPMorgan Chase & Co.
―
▲ 64.99%
5
Close
Aug 29, 2022
Cleveland-Cliffs
―
▲ 180.85%
2
Close
Aug 29, 2022
Walmart
―
▲ 64.71%
3
Close
Aug 29, 2022
Meta Platforms
―
▼ 4.43%
3
Close
Aug 07, 2022
Iovance Biotherapeutics
―
▼ 39.15%
2
Close
Aug 07, 2022
Neptune Wellness Solutions
―
▼ 98.85%
5
Close
Aug 07, 2022
Microchip
―
▲ 118.08%
4
Close
Jun 13, 2020