Joint Tenant - New Portfolio

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Joint Tenant
Individual Investor
Ranked #603,454 out of 765,740 TipRanks' Investors
Success Rate
59%
69 out of 117
profitable transactions
Average Return
-7.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.82%
6-Month Return▲ 9.25%
12-Month Return▲ 18.36%
YTD Return▲ 4.33%
Total Return▼ 14.75%

Best Trade

Opened at
Closed at
Gain▲ 167.81%

Bio

Investments

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.13%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.51%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.16%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.04%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 2.24%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.16%
▲ 11.46%▲ 5.06%▲ 5.59%
▼ 2.25%▲ 3.53%▼ 2.13%
▲ 25.72%▲ 1.21%▲ 7.51%
▼ 4.21%▲ 2.34%▼ 2.75%
▲ 7.82%▲ 2.10%▲ 3.16%
▲ 6.02%▼ 0.89%▼ 1.04%
▲ 4.77%▲ 3.94%▲ 2.24%

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
0.42%
▼ 80.49%
3
Buy
Jun 23, 2022
iShares Core S&P Small Cap ETF
5.96%
▲ 10.30%
7
Buy
Jun 16, 2022
Schwab US TIPS ETF
19.41%
▼ 12.76%
9
Buy
Jun 09, 2022
AT&T
2.64%
▲ 7.61%
7
Buy
May 11, 2022
Tourmaline Oil
▲ 120.60%
7
Close
May 11, 2022
Paramount Global Class B
0.53%
▼ 71.66%
2
Buy
May 11, 2022
EuroPac Gold Fund Cl A
24.62%
▲ 6.77%
7
Buy
May 11, 2022
Lockheed Martin
9.05%
▲ 49.49%
2
Buy
May 11, 2022
Invesco WilderHill Clean Energy ETF
2.23%
▼ 77.82%
5
Buy
May 11, 2022
Tourmaline Oil
11.98%
▲ 62.78%
1
Buy
May 11, 2022
Birchcliff Energy
0.75%
▼ 50.56%
1
Buy
Apr 22, 2022
Baytex Energy
0.91%
▼ 41.62%
1
Buy
Apr 22, 2022
Kelt Exploration
1.38%
▼ 12.99%
1
Buy
Apr 22, 2022
Spartan Delta
0.43%
▼ 72.88%
1
Buy
Apr 22, 2022
Paramount Resources
1.51%
▼ 18.03%
1
Buy
Apr 22, 2022
Surge Energy
0.78%
▼ 48.73%
1
Buy
Apr 22, 2022
Tamarack Valley Energy
1.22%
▼ 19.84%
1
Buy
Apr 22, 2022