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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #472,879 out of 747,498 TipRanks' Investors
Success Rate
48%
378 out of 796
profitable transactions
Average Return
-4.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.35%
6-Month Return▲ 11.82%
12-Month Return▲ 13.00%
YTD Return▲ 9.77%
Total Return▼ 10.39%

Best Trade

Opened at
Closed at
Gain▲ 176.60%

Bio

Planning for retirement

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 5.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.83%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.45%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.22%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.15%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.78%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.80%
▼ 1.87%▲ 1.59%▼ 2.66%
▲ 14.08%▲ 5.22%▲ 2.68%
▲ 5.05%▲ 3.27%▲ 2.83%
▼ 12.40%▼ 4.03%▼ 1.45%
▲ 11.46%▲ 5.06%▲ 2.22%
▼ 2.25%▲ 3.53%▲ 2.15%
▲ 25.65%▲ 0.88%▲ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ready Capital
▼ 19.68%
8
Close
Jun 10, 2024
Nio
▼ 61.02%
25
Close
Jun 10, 2024
Citigroup
▲ 21.59%
19
Close
Jun 10, 2024
Global X Russell 2000 Covered Call ETF
0.67%
▼ 2.37%
19
Buy
Jun 10, 2024
Global X S&P 500 Covered Call ETF
4.34%
▲ 12.55%
23
Buy
Jun 10, 2024
Ford Motor
▲ 8.53%
12
Close
Jun 10, 2024
Star Bulk Carriers
▲ 30.69%
6
Close
Jun 10, 2024
Black Stone Minerals
▲ 13.62%
5
Close
Jun 10, 2024
Gladstone Capital
▲ 32.57%
6
Close
Jun 10, 2024
Medical Properties
1.22%
▼ 31.31%
4
Open
Jun 10, 2024
Smith & Wesson Brands
▲ 36.27%
4
Close
Jun 10, 2024
Fifth Third Bancorp
▲ 58.11%
2
Close
Jun 10, 2024
Hawaiian Electric
▼ 16.34%
2
Close
Jun 10, 2024
Icahn Enterprises
▲ 8.57%
2
Close
Jun 10, 2024
Schwab U.S. Broad Market ETF
▲ 27.10%
2
Close
Jun 10, 2024
SL Green Realty
▲ 77.57%
2
Close
Jun 10, 2024
US Treasury 3 Month Bill ETF
▲ 3.29%
2
Close
Jun 10, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
▲ 14.43%
2
Close
Jun 10, 2024
Walmart
2.24%
▲ 18.53%
2
Buy
Jun 10, 2024
American Airlines
▼ 1.46%
2
Close
Jun 10, 2024