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****7379 - New Portfolio

****7379
Individual Investor
Ranked #357,849 out of 736,442 TipRanks' Investors
Success Rate
31%
301 out of 963
profitable transactions
Average Return
-1.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.20%
6-Month Return▲ 16.79%
12-Month Return▲ 31.20%
YTD Return▲ 8.76%
Total Return▲ 23.28%

Best Trade

Opened at
Closed at-
Gain▲ 887.55%

Bio

Growth and Dividend Long Term

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.39%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.43%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.36%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.72%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.80%
Apr 2024
▲ 10.52%
▲ 5.47%
▲ 5.48%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.39%
▲ 9.22%▲ 9.13%▲ 10.43%
▲ 5.14%▲ 4.57%▲ 7.36%
▼ 1.87%▲ 1.59%▼ 2.08%
▲ 14.08%▲ 5.22%▲ 2.72%
▲ 5.05%▲ 3.27%▲ 4.38%
▼ 12.40%▼ 4.03%▼ 1.80%
▲ 10.52%▲ 5.47%▲ 5.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
10.31%
▲ 1.61%
8
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 1.07%
4
Close
Apr 10, 2024
Magellan Midstream
▲ 3.52%
12
Close
Sep 25, 2023
Oneok
0.37%
▲ 21.51%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.27%
▼ 34.31%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.18%
▼ 18.58%
11
Buy
Apr 02, 2023
Roku
0.23%
▲ 7.60%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
0.94%
▲ 287.00%
3
Buy
Apr 02, 2023
Energy Transfer
0.3%
▲ 28.28%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.27%
▲ 459.84%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.25%
▲ 1.66%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.36%
▲ 51.11%
3
Buy
Apr 02, 2023
Walmart
0.32%
▲ 38.82%
3
Buy
Apr 02, 2023
Alliance Resource
0.56%
▲ 19.56%
3
Buy
Apr 02, 2023
Nvidia
0.95%
▲ 305.45%
3
Buy
Apr 02, 2023
Blackstone Secured Lending Fund
0.3%
▲ 23.99%
3
Buy
Apr 02, 2023
Royce Value Trust Inc
0.39%
▼ 5.94%
10
Buy
Mar 25, 2023
0.01%
▼ 24.03%
10
Buy
Mar 23, 2023