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Joint Tenant - New Portfolio

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Joint Tenant
Individual Investor
Ranked #593,069 out of 770,014 TipRanks' Investors
Success Rate
54%
63 out of 117
profitable transactions
Average Return
-7.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.82%
6-Month Return▲ 11.31%
12-Month Return▲ 17.20%
YTD Return▲ 6.99%
Total Return▼ 12.58%

Best Trade

Opened at
Closed at
Gain▲ 167.81%

Bio

Investments

Performance

31.73%0-31.73%
▼ 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
▼ 4.22%
▲ 2.34%
▼ 2.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.16%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.96%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.76%
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%
▼ 4.22%▲ 2.34%▼ 2.75%
▲ 7.82%▲ 2.10%▲ 3.16%
▲ 5.70%▼ 0.89%▼ 0.96%
▲ 31.73%▲ 4.73%▲ 4.76%

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
0.49%
▼ 77.73%
3
Buy
Jun 23, 2022
iShares Core S&P Small Cap ETF
6.11%
▲ 13.74%
7
Buy
Jun 16, 2022
Schwab US TIPS ETF
19.42%
▼ 12.69%
9
Buy
Jun 09, 2022
AT&T
2.74%
▲ 12.79%
7
Buy
May 11, 2022
Tourmaline Oil
▲ 120.60%
7
Close
May 11, 2022
Paramount Global Class B
0.54%
▼ 72.67%
2
Buy
May 11, 2022
EuroPac Gold Fund Cl A
22.93%
▼ 0.76%
7
Buy
May 11, 2022
Lockheed Martin
8.43%
▲ 41.37%
2
Buy
May 11, 2022
Invesco WilderHill Clean Energy ETF
2.42%
▼ 76.37%
5
Buy
May 11, 2022
Tourmaline Oil
13.09%
▲ 73.88%
1
Buy
May 11, 2022
Birchcliff Energy
0.79%
▼ 48.84%
1
Buy
Apr 22, 2022
Baytex Energy
0.87%
▼ 45.56%
1
Buy
Apr 22, 2022
Kelt Exploration
1.5%
▼ 7.89%
1
Buy
Apr 22, 2022
Spartan Delta
0.46%
▼ 71.57%
1
Buy
Apr 22, 2022
Paramount Resources
1.77%
▼ 5.18%
1
Buy
Apr 22, 2022
Surge Energy
0.79%
▼ 49.33%
1
Buy
Apr 22, 2022
Tamarack Valley Energy
1.21%
▼ 22.12%
1
Buy
Apr 22, 2022