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IBKR - New Portfolio
IBKR
Individual Investor
Ranked #94,531 out of 822,855 TipRanks' Investors
Success Rate
36 out of 48
profitable transactions
profitable transactions
Average Return
34.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.98%
6-Month Return▲ 19.87%
12-Month Return▲ 5.33%
YTD Return▲ 9.92%
Total Return▲ 37.20%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.13%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 3.61%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.00%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.91%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.06%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.46%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.58%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.89%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.13%
▲ 0.80%▼ 0.87%▼ 3.61%
▲ 11.63%▲ 6.28%▲ 3.00%
▲ 9.25%▲ 5.14%▲ 3.91%
▲ 7.60%▲ 2.30%▲ 2.06%
▲ 2.76%▲ 2.05%▲ 6.46%
▲ 12.88%▲ 3.56%▲ 2.58%
▲ 0.54%▼ 1.98%▼ 1.89%
Recent Activity
Intuit
0%
▲ 55.86%
1
Open
May 29, 2023
Thermo Fisher
1.07%
▲ 1.03%
2
Buy
May 23, 2023
Ally Financial
2.35%
▲ 50.69%
2
Buy
May 23, 2023
Alphabet Class A
3.31%
▲ 95.74%
2
Buy
May 23, 2023
Apple
3.12%
▲ 60.20%
3
Buy
May 17, 2023
Archer Daniels Midland
1.55%
▼ 14.54%
2
Buy
May 17, 2023
Microsoft
2.6%
▲ 86.32%
2
Buy
May 17, 2023
VICI Properties
3.94%
▲ 9.62%
2
Buy
May 17, 2023
JPMorgan Equity Premium Income ETF
7.13%
▲ 25.99%
2
Buy
May 17, 2023
Main Street Capital
7.02%
▲ 67.40%
2
Buy
May 17, 2023
Innovative Industrial Properties
3.91%
▼ 14.88%
2
Buy
May 17, 2023
Accenture
2.15%
▼ 11.51%
1
Open
May 17, 2023
Schwab US Dividend Equity ETF
4.06%
▲ 24.55%
1
Open
May 17, 2023
Sociedad Quimica Y Minera SA
2.08%
▼ 42.51%
1
Open
May 17, 2023
Stag Industrial
4.52%
▲ 14.19%
1
Open
May 17, 2023
Vanguard Total International Stock ETF
0%
▲ 39.18%
1
Open
May 17, 2023
UnitedHealth
1.35%
▼ 23.55%
1
Open
May 17, 2023
Visa
3.94%
▲ 50.20%
1
Open
May 17, 2023
Procter & Gamble
0%
▲ 2.11%
1
Open
May 17, 2023
OneMain Holdings
6.64%
▲ 70.82%
1
Open
May 17, 2023