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IB Account - New Portfolio
John RODRIGUEZ
IB AccountIndividual Investor
Ranked #2,774 out of 775,913 TipRanks' Investors
Success Rate
391 out of 455
profitable transactions
profitable transactions
Average Return
72.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.98%
6-Month Return▲ 10.22%
12-Month Return▲ 16.73%
YTD Return▲ 16.83%
Total Return▲ 144.36%
Best Trade
Bio
My Cash Flow Portfolio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.36%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.78%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.81%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.26%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.07%
Dec 2024
▲ 11.46%▲ 5.06%▲ 6.45%
▼ 2.25%▲ 3.53%▼ 1.36%
▲ 25.71%▲ 1.21%▲ 3.36%
▼ 4.22%▲ 2.34%▲ 2.14%
▲ 7.82%▲ 2.10%▲ 1.78%
▲ 5.38%▼ 0.89%▼ 0.81%
▲ 43.22%▲ 5.96%▲ 7.26%
▲ 3.34%▼ 1.56%▼ 5.07%
Recent Activity
Spirit Realty Capital
―
▲ 79.60%
9
Close
Jan 23, 2024
Realty Income
1.08%
▲ 7.86%
5
Open
Jan 23, 2024
Western Asset Mortgage
―
▼ 52.12%
4
Close
Dec 05, 2023
AG Mortgage
0.44%
▲ 38.35%
1
Open
Dec 05, 2023
Crestwood Equity
―
▲ 182.34%
3
Close
Nov 03, 2023
Energy Transfer
3.82%
▲ 271.32%
10
Buy
Nov 03, 2023
Preferred Apartment Communities
―
▲ 245.85%
3
Close
Jun 23, 2022
Phillips 66
0.14%
▲ 44.91%
1
Open
Mar 08, 2022
Hercules Capital
0.29%
▲ 191.39%
2
Buy
Aug 18, 2020
Kinder Morgan
0.52%
▲ 134.04%
3
Buy
Aug 18, 2020
Medical Transcription Billing Corp
1.14%
▲ 3.57%
6
Buy
Aug 18, 2020
Canadian Natural
1.24%
▲ 270.91%
1
Open
Aug 18, 2020
Welltower
―
▲ 39.77%
4
Close
Aug 18, 2020
Imperial Brands
―
▼ 1.21%
7
Close
Aug 18, 2020
Global Partners
2.04%
▲ 523.97%
2
Buy
Aug 17, 2020
Pembina Pipeline
2.26%
▲ 101.97%
11
Buy
Aug 17, 2020
Simon Property
8.37%
▲ 232.55%
5
Sell
Aug 15, 2020
Newtek Business
0.27%
▼ 5.26%
2
Buy
Aug 15, 2020
Highland Income Fund
1.41%
▼ 2.93%
10
Buy
Aug 14, 2020
Amplify High Income ETF
0.97%
▲ 8.00%
14
Open
Aug 13, 2020