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New Portfolio - New Portfolio

Larry G

New Portfolio
Individual Investor
Ranked #49,099 out of 794,749 TipRanks' Investors
Success Rate
61%
90 out of 148
profitable transactions
Average Return
21.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.65%
6-Month Return▼ 9.24%
12-Month Return▲ 8.31%
YTD Return▼ 6.89%
Total Return▲ 20.74%

Best Trade

Opened at
Closed at-
Gain▲ 581.94%

Bio

Divy Profo

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.37%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.34%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.39%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.77%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.09%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 9.66%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.82%
▲ 10.00%▼ 0.89%▼ 2.11%
▲ 26.01%▲ 5.96%▲ 3.37%
▲ 5.33%▼ 2.41%▼ 4.34%
▲ 5.87%▲ 2.69%▲ 3.39%
▼ 12.86%▼ 1.27%▲ 0.77%
▼ 1.80%▼ 5.57%▼ 1.09%
▼ 17.13%▼ 9.83%▼ 9.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Premier Financial
▲ 10.96%
2
Close
Feb 28, 2025
WesBanco
0.14%
▼ 20.08%
1
Open
Feb 28, 2025
Atlantica Sustainable Infrastructure
▼ 24.50%
2
Close
Dec 11, 2024
Physicians Realty
▼ 28.59%
3
Close
Feb 29, 2024
Healthpeak Properties
0.45%
▲ 15.26%
1
Open
Feb 29, 2024
Triton International
▲ 66.83%
3
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Umpqua Holdings
▲ 0.23%
3
Close
Mar 01, 2023
Columbia Banking System
0.46%
▼ 20.16%
1
Open
Mar 01, 2023
GE Healthcare Technologies Inc
0.06%
▲ 1.14%
1
Open
Jan 04, 2023
United Bankshares
0.13%
▲ 2.25%
1
Open
Dec 03, 2021
Takeda Pharmaceutical Company
0.22%
▲ 0.64%
1
Open
Jun 02, 2021
Williams Co
1.89%
▲ 160.13%
2
Buy
Jun 02, 2021
Hercules Capital
0.92%
▲ 47.41%
2
Sell
Jun 02, 2021
Artisan Partners
0.68%
▼ 7.57%
1
Open
Jun 02, 2021
Arrival SA
0%
▼ 99.99%
2
Buy
Jun 02, 2021
AbbVie
2.12%
▲ 91.71%
2
Buy
Jun 02, 2021
Best Buy Co
0.08%
▼ 38.83%
1
Open
Jun 02, 2021
Enbridge
1.85%
▲ 39.54%
2
Buy
Jun 02, 2021
Sierra Bancorp
0.32%
▲ 6.33%
1
Open
Jun 02, 2021