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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #447,504 out of 800,570 TipRanks' Investors
Success Rate
32%
7 out of 22
profitable transactions
Average Return
-1.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.82%
6-Month Return-
12-Month Return-
YTD Return▲ 3.24%
Total Return▼ 0.56%

Best Trade

Opened at
Closed at-
Gain▲ 44.10%

Bio

NATS-IBKR

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.27%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 5.91%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 12.01%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%▼ 3.69%
▲ 6.01%▲ 2.69%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 6.59%
▼ 1.80%▼ 5.57%▼ 9.27%
▲ 1.76%▼ 0.87%▲ 5.91%
▲ 9.98%▲ 5.15%▲ 12.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARK Innovation ETF
▲ 1.41%
2
Close
Jan 03, 2025
Vanguard Total Bond Market ETF
▼ 1.59%
2
Close
Jan 03, 2025
Vanguard Total International Bond ETF
▼ 1.06%
2
Close
Jan 03, 2025
Amplify Online Retail ETF
▼ 3.92%
2
Close
Jan 03, 2025
Global X Lithium & Battery Tech ETF
▼ 8.03%
2
Close
Jan 03, 2025
Invesco QQQ Trust
▲ 0.49%
2
Close
Jan 03, 2025
SPDR S&P 500 ETF Trust
▼ 1.65%
2
Close
Jan 03, 2025
Vanguard S&P 500 ETF
▼ 1.62%
2
Close
Jan 03, 2025
Vanguard Total Stock Market ETF
▼ 2.14%
2
Close
Jan 03, 2025
Vanguard Value ETF
▼ 4.66%
2
Close
Jan 03, 2025
Vanguard Russell 2000 ETF
▼ 6.17%
2
Close
Jan 03, 2025
Vanguard Total International Stock ETF
▼ 3.12%
2
Close
Jan 03, 2025
Applied Industrial Technologies
9%
▼ 8.55%
1
Open
Jan 03, 2025
Coherent Corp
7.76%
▼ 25.75%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
8.37%
▼ 16.04%
1
Open
Jan 03, 2025
Dell Technologies
9.18%
▼ 5.66%
1
Open
Jan 03, 2025
Goldman Sachs Group
11.77%
▲ 3.63%
1
Open
Jan 03, 2025
Iron Mountain
9.11%
▼ 8.54%
1
Open
Jan 03, 2025
Stride
13.67%
▲ 44.10%
1
Open
Jan 03, 2025
MasTec
10.38%
▲ 2.78%
1
Open
Jan 03, 2025