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IB Account - New Portfolio
John RODRIGUEZ
IB AccountIndividual Investor
Ranked #2,054 out of 756,513 TipRanks' Investors
Success Rate
393 out of 455
profitable transactions
profitable transactions
Average Return
70.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.65%
6-Month Return▲ 13.40%
12-Month Return▲ 19.63%
YTD Return▲ 14.32%
Total Return▲ 139.14%
Best Trade
Bio
My Cash Flow Portfolio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 0.44%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.14%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.31%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.41%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.36%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.20%
Aug 2024
▼ 5.50%
▼ 0.30%
▲ 0.59%
Sep 2024
▲ 14.08%▲ 5.22%▲ 0.44%
▲ 5.05%▲ 3.27%▲ 4.14%
▼ 12.40%▼ 4.03%▼ 1.31%
▲ 11.46%▲ 5.06%▲ 6.45%
▼ 2.25%▲ 3.53%▼ 1.41%
▲ 25.76%▲ 1.21%▲ 3.36%
▼ 4.21%▲ 2.34%▲ 2.20%
▼ 5.50%▼ 0.30%▲ 0.59%
Recent Activity
Spirit Realty Capital
―
▲ 79.60%
9
Close
Jan 23, 2024
Realty Income
1.3%
▲ 16.41%
5
Open
Jan 23, 2024
Western Asset Mortgage
―
▼ 52.12%
4
Close
Dec 05, 2023
AG Mortgage
0.49%
▲ 45.93%
1
Open
Dec 05, 2023
Crestwood Equity
―
▲ 182.34%
3
Close
Nov 03, 2023
Energy Transfer
3.34%
▲ 206.29%
10
Buy
Nov 03, 2023
Preferred Apartment Communities
―
▲ 245.85%
3
Close
Jun 23, 2022
Phillips 66
0.16%
▲ 64.89%
1
Open
Mar 08, 2022
Hercules Capital
0.3%
▲ 186.81%
2
Buy
Aug 18, 2020
Kinder Morgan
0.42%
▲ 82.13%
3
Buy
Aug 18, 2020
Medical Transcription Billing Corp
0.78%
▼ 30.65%
6
Buy
Aug 18, 2020
Canadian Natural
1.38%
▲ 295.86%
1
Open
Aug 18, 2020
Welltower
―
▲ 39.77%
4
Close
Aug 18, 2020
Imperial Brands
―
▼ 1.21%
7
Close
Aug 18, 2020
Global Partners
1.87%
▲ 452.36%
2
Buy
Aug 17, 2020
Pembina Pipeline
2.58%
▲ 120.31%
11
Buy
Aug 17, 2020
Simon Property
8.18%
▲ 214.21%
5
Sell
Aug 15, 2020
Newtek Business
0.24%
▼ 16.15%
2
Buy
Aug 15, 2020
Highland Income Fund
1.69%
▲ 11.89%
10
Buy
Aug 14, 2020
Amplify High Income ETF
1.04%
▲ 8.28%
14
Open
Aug 13, 2020