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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #436,122 out of 827,009 TipRanks' Investors
Success Rate
54%
15 out of 28
profitable transactions
Average Return
9.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.15%
6-Month Return▲ 17.55%
12-Month Return▲ 17.29%
YTD Return▲ 18.17%
Total Return▲ 28.24%

Best Trade

Opened at
Closed at-
Gain▲ 202.46%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 6.12%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 12.67%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.88%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.41%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 1.46%
▼ 0.66%
▼ 0.42%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 6.12%
▲ 11.63%▲ 6.28%▲ 12.67%
▲ 9.25%▲ 5.14%▲ 3.88%
▲ 7.60%▲ 2.30%▼ 0.41%
▲ 2.76%▲ 2.05%▲ 2.39%
▲ 12.88%▲ 3.56%▲ 3.72%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 1.46%▼ 0.66%▼ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
14.13%
▼ 0.60%
3
Buy
Mar 19, 2025
Horizon Technology
11.43%
▼ 29.52%
2
Buy
Mar 19, 2025
Kinder Morgan
▲ 44.44%
2
Close
Mar 12, 2025
Stellus Capital
▲ 3.28%
5
Close
Mar 12, 2025
Ellington Financial
▲ 0.23%
4
Close
Mar 12, 2025
IonQ
38.22%
▲ 188.39%
2
Buy
Mar 12, 2025
Ares Commercial
9.56%
▼ 24.12%
4
Buy
Mar 11, 2025
Energy Transfer
11.67%
▲ 18.56%
3
Sell
Mar 11, 2025
Guggenheim Strategic Opportunities Fund
13.63%
▼ 9.10%
4
Sell
Mar 11, 2025
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
Vodafone
▲ 2.67%
2
Close
Jun 18, 2024
XPLR Infrastructure
▼ 13.78%
2
Close
Jun 17, 2024