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New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #76,975 out of 775,923 TipRanks' Investors
Success Rate
67%
51 out of 76
profitable transactions
Average Return
22.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.97%
6-Month Return▲ 14.76%
12-Month Return▲ 37.03%
YTD Return▲ 38.64%
Total Return▲ 20.26%

Best Trade

Opened at
Closed at-
Gain▲ 693.75%

Bio

My IRA

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.80%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.39%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.91%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.32%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.94%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.44%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.26%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.80%
▼ 2.25%▲ 3.53%▲ 0.39%
▲ 25.71%▲ 1.21%▲ 4.91%
▼ 4.22%▲ 2.34%▲ 1.32%
▲ 7.82%▲ 2.10%▲ 2.94%
▲ 5.38%▼ 0.89%▲ 2.44%
▲ 43.22%▲ 5.96%▲ 6.64%
▲ 3.34%▼ 1.56%▼ 4.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chimera Investment
1.07%
▼ 18.72%
4
Sell
Dec 11, 2024
Cornerstone Total Return Fund Inc
15.67%
▲ 35.32%
28
Buy
Dec 11, 2024
Cornerstone Strategic Value Fund Inc
1.95%
▲ 22.38%
9
Buy
Dec 11, 2024
Nvidia
24.73%
▲ 187.57%
5
Buy
Aug 06, 2024
Advanced Micro Devices
1.08%
▼ 30.66%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
iShares Russell 1000 Growth ETF
11.12%
▲ 77.76%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
3.17%
▲ 72.52%
1
Open
Dec 14, 2022
Apple
3.7%
▲ 113.71%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.16%
▼ 63.90%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.14%
4
Close
Jul 19, 2022
Exxon Mobil
5.77%
▲ 195.95%
2
Sell
Jun 25, 2022
Airbnb
▼ 42.39%
2
Close
Jun 18, 2022
Enovix
▼ 42.53%
2
Close
May 21, 2022
Walt Disney
▼ 37.49%
2
Close
May 21, 2022
Nio
▼ 52.61%
3
Close
May 10, 2022
Uber Technologies
▼ 48.27%
2
Close
May 10, 2022
Rivian Automotive
▼ 35.30%
5
Close
May 10, 2022
Orchid Island Capital
▼ 37.14%
2
Close
Apr 06, 2022