Roy Investment Associate - New Portfolio

Roy

Roy Investment Associate
Individual Investor
Ranked #399,863 out of 758,358 TipRanks' Investors
Success Rate
38%
143 out of 377
profitable transactions
Average Return
-0.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.46%
6-Month Return▲ 6.58%
12-Month Return▲ 25.07%
YTD Return▲ 17.20%
Total Return▲ 18.85%

Best Trade

Opened at
Closed at-
Gain▲ 216.81%

Bio

picks that survive all market conditions

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 13.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.93%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.34%
Aug 2024
▲ 7.84%
▲ 1.66%
▼ 2.34%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.49%
▲ 5.05%▲ 3.27%▲ 13.36%
▼ 12.40%▼ 4.03%▼ 1.27%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▼ 1.93%
▲ 25.76%▲ 1.21%▲ 3.94%
▼ 4.21%▲ 2.34%▲ 0.34%
▲ 7.84%▲ 1.66%▼ 2.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
6.55%
▲ 0.44%
2
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 3.98%
2
Close
Apr 10, 2024
Black Knight
▲ 5.28%
2
Close
Sep 05, 2023
Intercontinental Exchange
5.46%
▲ 41.41%
1
Open
Sep 05, 2023
Northwest Gas
3.37%
▼ 19.61%
1
Open
May 24, 2022
Safe Bulkers
2.99%
▲ 33.60%
1
Open
May 20, 2022
MagnaChip
0.59%
▼ 77.04%
1
Open
May 20, 2022
Artesian Resources
2.63%
▼ 17.63%
1
Open
May 20, 2022
NL Industries
2.15%
▲ 16.21%
1
Open
May 20, 2022
EDAP TMS
0.87%
▼ 59.33%
1
Open
May 20, 2022
Enterprise Products Partners
3.03%
▲ 29.10%
1
Open
May 20, 2022
Option Care Health
2.94%
▲ 7.30%
1
Open
May 20, 2022
Livent
1.91%
▼ 41.72%
1
Open
May 20, 2022
Golar LNG
4.86%
▲ 57.16%
1
Open
May 20, 2022
Alliance Resource
7.74%
▲ 63.52%
1
Open
May 20, 2022
Wideopenwest
0.5%
▼ 76.22%
1
Open
May 20, 2022
Kronos Worldwide
2.35%
▼ 18.98%
1
Open
May 20, 2022
Delek Logistics
2.67%
▼ 2.36%
1
Open
May 20, 2022
BP Prudhoe Bay
0.26%
▼ 91.52%
1
Open
May 06, 2022
Natural Resource PRN
7.39%
▲ 131.98%
2
Buy
May 06, 2022