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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #20,108 out of 744,483 TipRanks' Investors
Success Rate
41 out of 46
profitable transactions
profitable transactions
Average Return
35.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.34%
6-Month Return▲ 15.36%
12-Month Return▲ 26.67%
YTD Return▲ 17.49%
Total Return▲ 83.97%
Best Trade
Bio
Blended
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.69%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.02%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 0.80%
Jul 2024
▲ 5.14%▲ 4.57%▲ 5.09%
▼ 1.87%▲ 1.59%▲ 1.66%
▲ 14.08%▲ 5.22%▲ 4.69%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 0.01%
▲ 11.46%▲ 5.06%▲ 4.04%
▼ 2.25%▲ 3.53%▼ 0.02%
▲ 8.19%▲ 1.91%▲ 0.80%
Recent Activity
Berkshire Hathaway B
18.73%
▲ 34.21%
4
Buy
Apr 12, 2024
Gladstone Capital
5.4%
▲ 44.34%
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
10.05%
▲ 9.04%
1
Open
Feb 26, 2024
Enterprise Products Partners
14.31%
▲ 48.25%
4
Buy
Nov 19, 2023
Bank of America
0.61%
▲ 17.03%
3
Sell
Nov 19, 2023
Delta Air Lines
8.73%
▲ 11.07%
4
Buy
Nov 19, 2023
Oxford Lane Capital
14.49%
▲ 34.41%
6
Buy
Nov 19, 2023
AGNC Investment
14.8%
▲ 18.14%
2
Buy
Nov 19, 2023
Antero Midstream
2.35%
▲ 138.60%
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
0.86%
▲ 166.88%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 9.25%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.78%
▲ 12.62%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.76%
▲ 4.97%
1
Open
May 27, 2022
Oxford Square Capital
2.72%
▲ 19.38%
3
Buy
May 19, 2022
Orchid Island Capital
0.51%
▼ 45.51%
1
Open
Nov 18, 2021
Pennantpark $
1.34%
▲ 20.32%
2
Buy
Jul 20, 2021
Tekla World Healthcare Fund
0.99%
▲ 5.19%
1
Open
Jul 07, 2021