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New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #170,887 out of 793,835 TipRanks' Investors
Success Rate
58%
44 out of 76
profitable transactions
Average Return
12.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.68%
6-Month Return▼ 3.52%
12-Month Return▲ 16.68%
YTD Return▼ 8.05%
Total Return▲ 10.95%

Best Trade

Opened at
Closed at-
Gain▲ 546.33%

Bio

My IRA

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.51%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.01%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.11%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.65%
▼ 6.20%
▼ 6.68%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.32%
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 10.00%▼ 0.89%▲ 2.51%
▲ 26.01%▲ 5.96%▲ 6.64%
▲ 5.33%▼ 2.41%▼ 4.01%
▲ 5.89%▲ 2.69%▲ 1.11%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.65%▼ 6.20%▼ 6.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
17.93%
▲ 134.16%
6
Sell
Mar 13, 2025
Chimera Investment
1.1%
▼ 23.94%
4
Sell
Dec 11, 2024
Cornerstone Total Return Fund Inc
14.79%
▲ 18.48%
28
Buy
Dec 11, 2024
Cornerstone Strategic Value Fund Inc
1.92%
▲ 13.47%
9
Buy
Dec 11, 2024
Advanced Micro Devices
1.05%
▼ 39.96%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
iShares Russell 1000 Growth ETF
11.07%
▲ 57.51%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
3.1%
▲ 49.98%
1
Open
Dec 14, 2022
Apple
3.56%
▲ 83.18%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.18%
▼ 63.31%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.14%
4
Close
Jul 19, 2022
Exxon Mobil
7.22%
▲ 232.05%
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