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Individual - New Portfolio

Vladimir Wheeler

Individual
Individual Investor
Ranked #459,727 out of 797,901 TipRanks' Investors
Success Rate
42%
138 out of 331
profitable transactions
Average Return
-4.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.17%
6-Month Return▲ 4.02%
12-Month Return-
YTD Return▼ 7.14%
Total Return▲ 5.85%

Best Trade

Opened at
Closed at
Gain▲ 316.97%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.54%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 12.47%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 0.81%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 0.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.02%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.99%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 1.92%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 1.18%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.54%
▲ 25.97%▲ 5.96%▲ 12.47%
▲ 5.39%▼ 2.41%▲ 0.81%
▲ 6.00%▲ 2.69%▲ 0.86%
▼ 12.86%▼ 1.27%▼ 4.02%
▼ 1.80%▼ 5.57%▼ 6.99%
▲ 1.74%▼ 0.87%▲ 1.92%
▲ 1.60%▲ 2.20%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BiomX
▼ 39.43%
3
Close
May 03, 2025
Reborn Coffee, Inc.
▼ 26.50%
2
Close
May 03, 2025
Tilray
▼ 45.86%
4
Close
May 03, 2025
WW International
▼ 45.27%
3
Close
May 03, 2025
Adial Pharmaceuticals
▼ 55.03%
2
Close
May 03, 2025
Amplify High Income ETF
0.11%
▲ 102.90%
3
Buy
May 03, 2025
urban-gro
▼ 67.99%
2
Close
May 03, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.16%
▼ 63.59%
2
Buy
May 03, 2025
Pennantpark Investment
0.25%
▼ 8.27%
3
Buy
May 03, 2025
ProShares Bitcoin Strategy ETF
9.23%
▼ 1.52%
6
Buy
May 03, 2025
Fundstrat Granny Shots US Large Cap ETF
1.82%
▼ 4.72%
3
Buy
May 03, 2025
Oxford Lane Capital
0.97%
▼ 3.47%
3
Buy
May 03, 2025
FIRE Funds Income Target ETF
0.74%
▼ 5.84%
5
Buy
May 03, 2025
JPMorgan Chase
0.19%
▼ 1.16%
3
Buy
May 03, 2025
PNC Financial
0.15%
▼ 9.53%
3
Buy
May 03, 2025
Fidelity Investment Grade Bond ETF
0.76%
▼ 0.55%
2
Buy
May 03, 2025
FS Global Credit Opportunities Fund
1.85%
▲ 5.92%
3
Buy
May 01, 2025
Main BuyWrite ETF
0.13%
▼ 1.82%
3
Buy
May 01, 2025
Orchid Island Capital
1.17%
▼ 6.35%
4
Buy
May 01, 2025
Fidelity Floating Rate High Income
3.53%
▲ 50.79%
7
Buy
May 01, 2025