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New Portfolio - New Portfolio

Wendell Welper

New Portfolio
Individual Investor
Ranked #151,940 out of 747,498 TipRanks' Investors
Success Rate
57%
100 out of 175
profitable transactions
Average Return
11.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.77%
6-Month Return▲ 29.20%
12-Month Return▲ 39.80%
YTD Return▲ 25.73%
Total Return▲ 123.13%

Best Trade

Opened at
Closed at
Gain▲ 279.43%

Bio

Dividend income with speculative swing stocks for short term gains.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 2.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.72%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.30%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 10.39%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.85%
▼ 1.87%▲ 1.59%▼ 0.40%
▲ 14.08%▲ 5.22%▲ 9.84%
▲ 5.05%▲ 3.27%▼ 0.95%
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▲ 9.72%
▼ 2.25%▲ 3.53%▲ 1.30%
▲ 29.87%▲ 0.88%▲ 10.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▲ 12.87%
3
Close
Mar 18, 2024
BlackRock TCP Capital
6.28%
▲ 9.37%
1
Open
Mar 18, 2024
Houston American Energy
▼ 67.43%
2
Close
Jan 14, 2024
United States Natural Gas Fund LP
▼ 65.75%
2
Close
Jan 14, 2024
Frontline
▲ 25.33%
2
Close
Jan 14, 2024
Pacwest Bancorp
▼ 32.64%
3
Close
Nov 30, 2023
Banc of California
2.93%
▲ 27.27%
1
Open
Nov 30, 2023
Crestwood Equity
▲ 171.55%
2
Close
Nov 03, 2023
Energy Transfer
5.15%
▲ 11.65%
3
Open
Nov 03, 2023
Ethereum
▲ 51.74%
3
Close
Oct 02, 2023
USA Compression
▲ 130.34%
2
Close
Oct 01, 2023
Monroe Capital
2.9%
▼ 0.94%
4
Open
Oct 01, 2023
Vale SA
▲ 10.88%
2
Close
Oct 01, 2023
Companhia Paranaense de Energia Pfd
▲ 23.73%
4
Close
Oct 01, 2023
Patterson-UTI
▼ 11.20%
2
Close
Oct 01, 2023
Eldorado Gold
▲ 3.18%
2
Close
Oct 01, 2023
Cleveland-Cliffs
▼ 9.30%
2
Close
Oct 01, 2023
DHT Holdings
▲ 23.65%
2
Close
Oct 01, 2023
Century Aluminum
▼ 33.93%
2
Close
Oct 01, 2023
JetBlue Airways
▼ 44.76%
2
Close
Oct 01, 2023