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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #15,725 out of 788,370 TipRanks' Investors
Success Rate
50 out of 55
profitable transactions
profitable transactions
Average Return
44.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.44%
6-Month Return▲ 14.57%
12-Month Return▲ 28.62%
YTD Return▲ 6.74%
Total Return▲ 112.63%
Best Trade
Bio
Blended
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.82%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.38%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.58%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 3.74%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.73%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 0.96%
Feb 2025
▲ 8.13%▲ 1.21%▲ 2.02%
▼ 13.14%▲ 2.34%▲ 0.93%
▲ 2.93%▲ 2.10%▲ 1.82%
▲ 9.99%▼ 0.89%▲ 1.38%
▲ 26.03%▲ 5.96%▲ 6.58%
▲ 5.94%▼ 2.41%▼ 3.74%
▲ 5.25%▲ 2.69%▲ 5.73%
▼ 10.49%▼ 0.31%▲ 0.96%
Recent Activity
Oxford Lane Capital
20.65%
▲ 23.21%
11
Buy
Jan 24, 2025
AGNC Investment
11.25%
▲ 30.43%
3
Buy
Dec 05, 2024
Chubb
4.04%
▼ 6.38%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.02%
▲ 3.37%
1
Open
Oct 17, 2024
Berkshire Hathaway B
21.69%
▲ 46.06%
5
Buy
Sep 23, 2024
Gladstone Capital
4.35%
▲ 87.09%
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
7.25%
▲ 19.34%
1
Open
Feb 26, 2024
Enterprise Products Partners
10.91%
▲ 79.45%
4
Buy
Nov 19, 2023
Bank of America
0.45%
▲ 31.35%
3
Sell
Nov 19, 2023
Delta Air Lines
7.55%
▲ 45.75%
4
Buy
Nov 19, 2023
Antero Midstream
1.72%
▲ 174.93%
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%
▲ 167.19%
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
0.58%
▲ 40.15%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.58%
▲ 34.27%
1
Open
May 27, 2022
Oxford Square Capital
1.73%
▲ 26.36%
3
Buy
May 19, 2022
Orchid Island Capital
0.36%
▼ 35.10%
1
Open
Nov 18, 2021