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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #19,459 out of 781,348 TipRanks' Investors
Success Rate
48 out of 54
profitable transactions
profitable transactions
Average Return
44.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.50%
6-Month Return▲ 12.09%
12-Month Return▲ 32.91%
YTD Return▲ 5.40%
Total Return▲ 110.70%
Best Trade
Bio
Blended
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.03%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.92%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.58%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.32%
Dec 2024
▲ 7.72%
▲ 2.90%
▲ 5.40%
Jan 2025
▲ 9.79%▲ 3.53%▼ 0.03%
▲ 8.13%▲ 1.21%▲ 2.02%
▼ 13.14%▲ 2.34%▲ 0.92%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 10.00%▼ 0.89%▲ 1.39%
▲ 26.04%▲ 5.96%▲ 6.58%
▲ 5.93%▼ 2.41%▼ 3.32%
▲ 7.72%▲ 2.90%▲ 5.40%
Recent Activity
Oxford Lane Capital
19.71%
▲ 23.79%
10
Buy
Dec 05, 2024
AGNC Investment
10.55%
▲ 18.97%
3
Buy
Dec 05, 2024
Chubb
4.13%
▼ 5.82%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.11%
▲ 3.90%
1
Open
Oct 17, 2024
Berkshire Hathaway B
21.25%
▲ 42.96%
5
Buy
Sep 23, 2024
Gladstone Capital
4.64%
▲ 94.47%
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
7.47%
▲ 20.64%
1
Open
Feb 26, 2024
Enterprise Products Partners
11.26%
▲ 80.61%
4
Buy
Nov 19, 2023
Bank of America
0.47%
▲ 36.77%
3
Sell
Nov 19, 2023
Delta Air Lines
8.69%
▲ 66.01%
4
Buy
Nov 19, 2023
Antero Midstream
1.77%
▲ 178.19%
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
0.56%
▲ 166.69%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 9.26%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.59%
▲ 37.58%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.59%
▲ 30.97%
1
Open
May 27, 2022
Oxford Square Capital
1.64%
▲ 16.90%
3
Buy
May 19, 2022
Orchid Island Capital
0.33%
▼ 42.52%
1
Open
Nov 18, 2021