tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksTop Gainers/ Losers/ Active StocksMost Visited WebsitesDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by Upside
New
Top ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
New
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock ScreenerETF Screener
Popular
Trending StocksDaily Analyst RatingsCompare StocksCompare ETFsPenny Stock ScreenerTechnical Analysis ScreenerDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
How To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsTop Online BrokersBecome an Affiliate
Follow Us
NewsTrendingPortfolio
TOOLS
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Top ETFs
Top Smart Score Stocks
Popular
Earnings
STOCKS
SPY
QQQ
AAPL
NVDA
TSLA
AMZN
BABA
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Top Gainers/ Losers/ Active Stocks
Most Visited Websites
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Stock Screener
ETF Screener
Popular
Trending Stocks
Daily Analyst Ratings
Compare Stocks
Compare ETFs
Penny Stock Screener
Technical Analysis Screener
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Plans & Pricing
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
Follow Us

IBKR - New Portfolio

PerformancePortfolio Details

MTA

IBKR
Individual Investor
Ranked #195,161 out of 748,866 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
8.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.55%
6-Month Return▲ 2.57%
12-Month Return▼ 3.11%
YTD Return▼ 0.62%
Total Return▼ 3.50%

Best Trade

AssetPalantir Te... (PLTR)
Opened at
Closed at
Gain▲ 94.30%

Bio

Performance

27.30%0-27.30%
▲ 5.14%
▲ 4.57%
▲ 4.28%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.74%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.59%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.31%
Jun 2024
▲ 27.30%
▲ 0.04%
▲ 1.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.28%
▼ 1.87%▲ 1.59%▼ 4.74%
▲ 14.08%▲ 5.22%▲ 1.11%
▲ 5.05%▲ 3.27%▲ 4.31%
▼ 12.40%▼ 4.03%▼ 4.77%
▲ 11.46%▲ 5.06%▲ 2.59%
▼ 2.25%▲ 3.53%▼ 0.31%
▲ 27.30%▲ 0.04%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SBLK
Star Bulk Carriers
―
▲ 25.52%
5
Close
Mar 12, 2024
NEWT
Newtek Business
―
▼ 39.12%
4
Close
Mar 12, 2024
PBR
Petroleo Brasileiro SA- Petrobras
―
▲ 92.07%
3
Close
Mar 12, 2024
AMCR
Amcor
―
▲ 4.30%
2
Close
Mar 12, 2024
MMM
3M
―
▲ 0.87%
2
Close
Mar 12, 2024
SEDG
SolarEdge Technologies
―
▲ 2.76%
2
Close
Mar 12, 2024
UMC
United Micro
5.88%
▼ 2.14%
3
Open
Jan 24, 2024
LCID
Lucid Group
―
▼ 80.27%
3
Close
Jan 24, 2024
AAPL
Apple
―
▲ 41.34%
3
Close
Jan 24, 2024
INTC
Intel
5.88%
▲ 0.30%
3
Open
Jan 24, 2024
FL
Foot Locker
―
▲ 58.30%
2
Close
Jan 24, 2024
XOM
Exxon Mobil
5.88%
▲ 19.86%
1
Open
Jan 24, 2024
F
Ford Motor
5.88%
▲ 5.46%
1
Open
Jan 24, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
5.88%
▲ 21.93%
3
Sell
Sep 15, 2023
ZIM
ZIM Integrated Shipping Services
―
▼ 65.53%
3
Close
Sep 15, 2023
CSWC
Capital Southwest
―
▲ 36.88%
2
Close
Sep 15, 2023
CSCO
Cisco Systems
5.88%
▲ 11.31%
2
Sell
Sep 15, 2023
GOLD
Barrick Gold
5.88%
▲ 24.01%
2
Sell
Sep 15, 2023
QS
QuantumScape
―
▼ 16.81%
2
Close
Sep 15, 2023
AMZN
Amazon
5.88%
▲ 88.55%
2
Sell
Sep 15, 2023