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Joint Tenant - New Portfolio

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Joint Tenant
Individual Investor
Ranked #537,266 out of 744,489 TipRanks' Investors
Success Rate
43%
50 out of 117
profitable transactions
Average Return
-10.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.17%
6-Month Return▼ 2.69%
12-Month Return▼ 0.73%
YTD Return▼ 4.13%
Total Return▼ 21.66%

Best Trade

Opened at
Closed at
Gain▲ 167.81%

Bio

Investments

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 10.14%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.43%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.73%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.02%
Jun 2024
▲ 13.13%
▲ 1.91%
▲ 0.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.14%
▼ 1.87%▲ 1.59%▼ 3.43%
▲ 14.08%▲ 5.22%▼ 0.73%
▲ 5.05%▲ 3.27%▲ 0.68%
▼ 12.40%▼ 4.03%▼ 4.16%
▲ 11.46%▲ 5.06%▲ 5.59%
▼ 2.25%▲ 3.53%▼ 2.02%
▲ 13.13%▲ 1.91%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aptinyx
▼ 96.67%
8
Close
Dec 29, 2023
Activision Blizzard
▲ 13.31%
3
Close
Oct 12, 2023
Citrix Systems
▼ 9.08%
3
Close
Sep 26, 2022
Compass Minerals International
0.35%
▼ 85.15%
3
Buy
Jun 23, 2022
iShares Core S&P Small Cap ETF
5.39%
▼ 5.77%
7
Buy
Jun 16, 2022
Schwab US TIPS ETF
20.46%
▼ 13.57%
9
Buy
Jun 09, 2022
AT&T
2.37%
▼ 8.35%
7
Buy
May 11, 2022
Tourmaline Oil
▲ 120.60%
7
Close
May 11, 2022
Paramount Global Class B
0.61%
▼ 70.97%
2
Buy
May 11, 2022
EuroPac Gold Fund Cl A
23.37%
▼ 4.93%
7
Buy
May 11, 2022
Lockheed Martin
7.95%
▲ 25.19%
2
Buy
May 11, 2022
Invesco WilderHill Clean Energy ETF
2.45%
▼ 77.49%
5
Buy
May 11, 2022
Tourmaline Oil
13%
▲ 62.31%
1
Buy
May 11, 2022
Birchcliff Energy
1.01%
▼ 39.03%
1
Buy
Apr 22, 2022
Baytex Energy
1.14%
▼ 33.36%
1
Buy
Apr 22, 2022
Kelt Exploration
1.43%
▼ 15.19%
1
Buy
Apr 22, 2022
Spartan Delta
0.55%
▼ 67.48%
1
Buy
Apr 22, 2022
Paramount Resources
1.93%
▼ 2.68%
1
Buy
Apr 22, 2022
Surge Energy
1.05%
▼ 36.85%
1
Buy
Apr 22, 2022
Tamarack Valley Energy
1.11%
▼ 32.65%
1
Buy
Apr 22, 2022