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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #246,096 out of 819,361 TipRanks' Investors
Success Rate
79%
22 out of 28
profitable transactions
Average Return
6.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.99%
6-Month Return-
12-Month Return-
YTD Return▲ 8.03%
Total Return▲ 8.03%

Best Trade

Opened at
Closed at-
Gain▲ 27.18%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 1.42%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 1.93%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.25%
Aug 2025
▲ 6.95%
▲ 3.66%
▲ 0.24%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 1.42%
▲ 27.92%▲ 2.30%▲ 1.93%
▲ 4.87%▲ 2.05%▲ 4.25%
▲ 6.95%▲ 3.66%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.74%
▲ 0.63%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.89%
▼ 0.36%
1
Open
Sep 12, 2025
Symbotic
2.81%
▲ 27.18%
1
Open
Sep 12, 2025
Nvidia
9.44%
▲ 7.82%
2
Buy
Aug 01, 2025
Amazon
0.95%
▲ 6.00%
1
Open
Aug 01, 2025
Starwood Property
▲ 1.70%
2
Close
Jul 22, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
▲ 0.42%
2
Close
Jul 20, 2025
First Interstate Bancsystem
0.76%
▲ 8.96%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.8%
▲ 6.16%
1
Open
Jul 20, 2025
Columbia Banking System
0.73%
▲ 9.22%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.67%
▲ 3.80%
1
Open
Jul 20, 2025
Arbor Realty
2.72%
▲ 16.03%
1
Open
Jun 16, 2025
Rithm Capital
7.13%
▲ 7.23%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 26.66%
1
Open
Jun 16, 2025
Blue Owl Capital
6.31%
▼ 3.48%
1
Open
Jun 16, 2025
MPLX
4.64%
▼ 1.01%
1
Open
Jun 16, 2025
Altria Group
5.56%
▲ 10.24%
1
Open
Jun 16, 2025
Hercules Capital
10.64%
▲ 9.77%
1
Open
Jun 16, 2025
FS KKR Capital
3.57%
▼ 20.75%
1
Open
Jun 16, 2025
Fidus Investment
2.36%
▲ 6.87%
1
Open
Jun 16, 2025