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IBKR Joint Portfolio - New Portfolio

IBKR Joint Portfolio
Individual Investor
Ranked #78,636 out of 822,855 TipRanks' Investors
Success Rate
71%
217 out of 304
profitable transactions
Average Return
19.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.59%
6-Month Return▲ 20.94%
12-Month Return▲ 13.00%
YTD Return▲ 11.92%
Total Return▲ 42.19%

Best Trade

Opened at
Closed at-
Gain▲ 192.21%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.50%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.93%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.16%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.24%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.24%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.75%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 2.63%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.50%
▲ 0.80%▼ 0.87%▼ 1.93%
▲ 11.63%▲ 6.28%▲ 5.16%
▲ 9.25%▲ 5.14%▲ 4.24%
▲ 7.60%▲ 2.30%▲ 2.90%
▲ 2.76%▲ 2.05%▲ 3.24%
▲ 12.88%▲ 3.56%▲ 1.75%
▲ 0.54%▼ 1.98%▼ 2.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hamilton Thorne
▲ 47.88%
6
Close
Dec 02, 2024
VICI Properties
0.54%
▲ 14.55%
9
Buy
Jul 05, 2024
Danaos
▲ 17.39%
4
Close
Jul 05, 2024
Energy Transfer
1.43%
▲ 57.57%
10
Buy
Jul 05, 2024
Whitecap Resources
1.05%
▲ 21.38%
11
Buy
Jul 05, 2024
goeasy
1.4%
▲ 11.50%
6
Buy
Jul 05, 2024
Trinity Capital
1.46%
▲ 36.60%
9
Buy
Jul 05, 2024
Enbridge
3.94%
▲ 55.75%
6
Buy
Jul 05, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.87%
▲ 43.92%
10
Sell
Jul 05, 2024
Tourmaline Oil
2.35%
▲ 1.98%
8
Buy
Jul 05, 2024
Amazon
3.58%
▲ 44.00%
6
Buy
Jul 05, 2024
Alimentation Couche-Tard Inc
2.03%
▼ 4.91%
6
Buy
Jul 05, 2024
Equitable Group
1.52%
▲ 6.11%
8
Buy
Jul 05, 2024
Granite Real Estate
0.59%
▲ 12.57%
6
Buy
Jul 05, 2024
Waste Connections
0.29%
▲ 8.00%
3
Buy
Jul 05, 2024
HSBC Holdings
0.6%
▲ 76.82%
2
Buy
Jul 05, 2024
Pizza Pizza Royalty
0.3%
▲ 25.18%
3
Buy
Jul 05, 2024
Franklin FTSE India ETF
0.22%
▲ 0.72%
2
Buy
Jul 05, 2024
Marvell
0.35%
▲ 20.40%
2
Buy
Jul 05, 2024
Caci International
0.13%
▲ 19.53%
1
Open
Jul 03, 2024