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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #305,484 out of 827,189 TipRanks' Investors
Success Rate
71%
20 out of 28
profitable transactions
Average Return
4.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.09%
6-Month Return-
12-Month Return-
YTD Return▲ 6.82%
Total Return▲ 6.82%

Best Trade

Opened at
Closed at-
Gain▲ 46.97%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.42%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.93%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.26%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 3.50%
▼ 1.72%
▼ 1.98%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 1.42%
▲ 7.60%▲ 2.30%▲ 1.93%
▲ 2.76%▲ 2.05%▲ 4.26%
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 10.96%▲ 2.38%▲ 1.76%
▼ 3.50%▼ 1.72%▼ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.76%
▼ 0.41%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.87%
▼ 5.52%
1
Open
Sep 12, 2025
Symbotic
3.35%
▲ 46.97%
1
Open
Sep 12, 2025
Nvidia
9.96%
▲ 10.44%
2
Buy
Aug 01, 2025
Amazon
1.04%
▲ 13.17%
1
Open
Aug 01, 2025
Starwood Property
▲ 1.69%
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%
▲ 5.83%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.83%
▲ 8.76%
1
Open
Jul 20, 2025
Columbia Banking System
0.76%
▲ 10.60%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.7%
▲ 7.32%
1
Open
Jul 20, 2025
Arbor Realty
2.25%
▼ 6.80%
1
Open
Jun 16, 2025
Rithm Capital
6.8%
▲ 1.48%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 16.56%
1
Open
Jun 16, 2025
Blue Owl Capital
5.77%
▼ 11.72%
1
Open
Jun 16, 2025
MPLX
4.92%
▲ 1.93%
1
Open
Jun 16, 2025
Altria Group
5.14%
▼ 1.03%
1
Open
Jun 16, 2025
Hercules Capital
10.18%
▲ 1.97%
1
Open
Jun 16, 2025
FS KKR Capital
3.63%
▼ 21.72%
1
Open
Jun 16, 2025
Fidus Investment
2.47%
▲ 8.44%
1
Open
Jun 16, 2025