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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #25,595 out of 769,603 TipRanks' Investors
Success Rate
43 out of 50
profitable transactions
profitable transactions
Average Return
44.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.78%
6-Month Return▲ 12.92%
12-Month Return▲ 37.85%
YTD Return▲ 29.94%
Total Return▲ 103.46%
Best Trade
Bio
Blended
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.03%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.92%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.35%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 4.92%
Nov 2024
▼ 12.40%▼ 4.03%▼ 0.01%
▲ 11.46%▲ 5.06%▲ 4.04%
▼ 2.25%▲ 3.53%▼ 0.03%
▲ 25.72%▲ 1.21%▲ 2.02%
▼ 4.22%▲ 2.34%▲ 0.92%
▲ 7.82%▲ 2.10%▲ 1.82%
▲ 5.70%▼ 0.89%▲ 1.35%
▲ 37.60%▲ 4.40%▲ 4.92%
Recent Activity
Oxford Lane Capital
20.37%
▲ 28.89%
8
Buy
Oct 17, 2024
SPDR S&P 500 ETF Trust
3.25%
▲ 2.26%
1
Open
Oct 17, 2024
Berkshire Hathaway B
23.44%
▲ 45.40%
5
Buy
Sep 23, 2024
Gladstone Capital
4.38%
▲ 68.14%
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
7.89%
▲ 18.87%
1
Open
Feb 26, 2024
Enterprise Products Partners
11.66%
▲ 73.88%
4
Buy
Nov 19, 2023
Bank of America
0.51%
▲ 37.01%
3
Sell
Nov 19, 2023
Delta Air Lines
8.65%
▲ 53.86%
4
Buy
Nov 19, 2023
AGNC Investment
10.65%
▲ 23.79%
2
Buy
Nov 19, 2023
Antero Midstream
1.81%
▲ 162.70%
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
0.67%
▲ 191.38%
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
0.64%
▲ 36.89%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.62%
▲ 27.82%
1
Open
May 27, 2022
Oxford Square Capital
1.73%
▲ 12.12%
3
Buy
May 19, 2022
Orchid Island Capital
0.35%
▼ 45.10%
1
Open
Nov 18, 2021
Pennantpark $
0.91%
▲ 18.23%
2
Buy
Jul 20, 2021