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G3 Financial - New Portfolio
Eric Giosa
G3 FinancialIndividual Investor
Ranked #138,302 out of 764,630 TipRanks' Investors
Success Rate
52 out of 91
profitable transactions
profitable transactions
Average Return
17.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.17%
6-Month Return▲ 18.75%
12-Month Return▲ 34.81%
YTD Return▲ 23.13%
Total Return▲ 35.54%
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
25.72%0-25.72%
▲ 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
▲ 25.72%
▲ 1.21%
▲ 5.52%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.46%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.37%
Oct 2024
▲ 5.05%▲ 3.27%▲ 7.47%
▼ 12.40%▼ 4.03%▼ 2.06%
▲ 11.46%▲ 5.06%▲ 1.01%
▼ 2.25%▲ 3.53%▲ 0.44%
▲ 25.72%▲ 1.21%▲ 5.52%
▼ 4.21%▲ 2.34%▲ 2.09%
▲ 7.82%▲ 2.10%▲ 6.46%
▲ 6.02%▼ 0.89%▲ 2.37%
Recent Activity
SPDR Gold Shares
17.76%
▲ 51.68%
11
Buy
Aug 19, 2024
Newmont Mining
10.61%
▼ 11.15%
1
Open
Aug 19, 2024
RealReal
14.02%
▲ 11.99%
1
Open
Aug 19, 2024
Perrigo Company
3.85%
▼ 10.09%
3
Sell
Mar 21, 2024
Costco
0%
▲ 49.25%
4
Sell
Mar 21, 2024
SunOpta
15.94%
▲ 2.41%
1
Open
Mar 21, 2024
PureCycle Technologies
30.18%
▲ 108.59%
1
Open
Mar 21, 2024
iShares MSCI Emerging Markets ETF
0%
▲ 14.69%
2
Sell
Mar 06, 2024
iShares 20+ Year Treasury Bond ETF
0%
▼ 6.60%
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