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JOINT WROS - TOD - New Portfolio

C. Gannon Buckmaster

JOINT WROS - TOD
Individual Investor
Ranked #461,861 out of 747,498 TipRanks' Investors
Success Rate
45%
31 out of 69
profitable transactions
Average Return
-5.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return▲ 16.52%
12-Month Return▲ 6.94%
YTD Return▲ 11.45%
Total Return▲ 14.66%

Best Trade

Opened at
Closed at-
Gain▲ 184.48%

Bio

Long term investments and options trades.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 9.50%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.41%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.51%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.96%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.73%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.77%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.50%
▼ 1.87%▲ 1.59%▼ 4.26%
▲ 14.08%▲ 5.22%▲ 5.41%
▲ 5.05%▲ 3.27%▲ 3.51%
▼ 12.40%▼ 4.03%▼ 7.96%
▲ 11.46%▲ 5.06%▲ 8.73%
▼ 2.25%▲ 3.53%▲ 2.73%
▲ 29.87%▲ 0.88%▲ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▼ 4.39%
2
Close
Mar 18, 2024
BlackRock TCP Capital
2.53%
▲ 6.05%
1
Buy
Mar 18, 2024
Dalrada Financial
▲ 45.50%
2
Sell
May 18, 2022
Kulicke & Soffa
▼ 2.89%
4
Close
May 18, 2022
Altria Group
▲ 17.18%
2
Close
May 18, 2022
Fidelity Emerging Asia Fund
0.65%
▼ 37.02%
2
Buy
May 11, 2022
Johnson & Johnson
4.15%
▼ 4.51%
3
Buy
May 11, 2022
Amplify Transformational Data Sharing ETF
0.5%
▼ 31.18%
2
Buy
May 11, 2022
Crispr Therapeutics AG
0.13%
▼ 62.27%
1
Buy
May 11, 2022
SPDR S&P 500 ETF Trust
7.75%
▲ 45.36%
3
Buy
May 11, 2022
AT&T
3.48%
▼ 11.41%
2
Buy
May 11, 2022
Fidelity Blue Chip Growth Fund
1.34%
▲ 17.07%
2
Buy
May 11, 2022
MasTec
3.5%
▲ 102.57%
2
Buy
May 11, 2022
ChargePoint Holdings
▼ 41.38%
3
Close
Apr 29, 2022
Wynn Resorts
▼ 11.41%
4
Close
Apr 29, 2022
Apartment Investment & Management
▼ 9.74%
2
Close
Apr 29, 2022
Nio
▼ 56.25%
4
Close
Apr 29, 2022
Tesla
▲ 15.54%
4
Sell
Apr 29, 2022
Warner Bros
0.37%
▼ 65.01%
1
Buy
Apr 12, 2022
Lucid Group
▲ 11.69%
2
Close
Mar 04, 2022