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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #33,686 out of 797,226 TipRanks' Investors
Success Rate
41 out of 55
profitable transactions
profitable transactions
Average Return
36.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.25%
6-Month Return▲ 2.06%
12-Month Return▲ 12.25%
YTD Return▼ 0.01%
Total Return▲ 98.69%
Best Trade
Bio
Blended
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.35%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.58%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.93%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 5.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.73%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.10%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 2.98%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▲ 1.35%
▲ 25.97%▲ 5.96%▲ 6.58%
▲ 5.39%▼ 2.41%▼ 3.93%
▲ 6.04%▲ 2.69%▲ 5.63%
▼ 12.86%▼ 1.27%▲ 1.73%
▼ 1.80%▼ 5.57%▼ 4.10%
▲ 2.73%▼ 1.56%▼ 2.98%
Recent Activity
Oxford Lane Capital
20.04%
▲ 16.95%
11
Buy
Jan 24, 2025
AGNC Investment
10.24%
▲ 14.36%
3
Buy
Dec 05, 2024
Chubb
4.53%
▼ 0.84%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
2.95%
▼ 4.81%
1
Open
Oct 17, 2024
Berkshire Hathaway B
25.58%
▲ 61.99%
5
Buy
Sep 23, 2024
Gladstone Capital
4.11%
▲ 68.42%
3
Buy
Apr 06, 2024
Marathon Digital Holdings
―
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
7.07%
▲ 9.71%
1
Open
Feb 26, 2024
Enterprise Products Partners
10.92%
▲ 68.85%
4
Buy
Nov 19, 2023
Bank of America
0.43%
▲ 17.34%
3
Sell
Nov 19, 2023
Delta Air Lines
5.62%
▲ 2.17%
4
Buy
Nov 19, 2023
Antero Midstream
1.91%
▲ 191.71%
3
Sell
Nov 24, 2022
Berkshire Bancorp
―
▲ 14.06%
2
Close
Nov 04, 2022
Shell Midstream
―
▲ 48.66%
4
Close
Oct 18, 2022
Exxon Mobil
0.58%
▲ 162.22%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 8.26%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.46%
▲ 8.41%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.48%
▲ 8.56%
1
Open
May 27, 2022
Oxford Square Capital
1.65%
▲ 16.51%
3
Buy
May 19, 2022
Orchid Island Capital
0.31%
▼ 44.99%
1
Open
Nov 18, 2021