tiprankstipranks

New Portfolio - New Portfolio

Wendell Welper

New Portfolio
Individual Investor
Ranked #129,806 out of 728,988 TipRanks' Investors
Success Rate
55%
97 out of 175
profitable transactions
Average Return
9.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 20.18%
6-Month Return▲ 2.95%
12-Month Return▲ 12.14%
YTD Return▼ 11.96%
Total Return▲ 56.23%

Best Trade

Opened at
Closed at
Gain▲ 279.43%

Bio

Dividend income with speculative swing stocks for short term gains.

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 0.34%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.46%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.52%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 2.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.94%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 18.76%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 0.34%
▼ 6.45%▼ 2.17%▼ 3.46%
▲ 9.22%▲ 9.13%▲ 14.52%
▲ 5.14%▲ 4.57%▲ 2.85%
▼ 1.87%▲ 1.59%▼ 0.40%
▲ 14.08%▲ 5.22%▲ 9.84%
▲ 5.05%▲ 3.27%▼ 0.94%
▼ 24.17%▼ 4.31%▼ 18.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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BlackRock Capital Investment
▲ 12.87%
3
Close
Mar 18, 2024
BlackRock TCP Capital
6.11%
▲ 1.09%
1
Open
Mar 18, 2024
Houston American Energy
▼ 67.43%
2
Close
Jan 14, 2024
United States Natural Gas Fund LP
▼ 65.75%
2
Close
Jan 14, 2024
Frontline
▲ 25.33%
2
Close
Jan 14, 2024
Pacwest Bancorp
▼ 32.64%
3
Close
Nov 30, 2023
Banc of California
2.85%
▲ 21.12%
1
Open
Nov 30, 2023
Crestwood Equity
▲ 171.55%
2
Close
Nov 03, 2023
Energy Transfer
5.13%
▲ 7.01%
3
Open
Nov 03, 2023
Ethereum
▲ 36.21%
3
Close
Oct 02, 2023
USA Compression
▲ 130.33%
2
Close
Oct 01, 2023
Monroe Capital
2.78%
▼ 4.06%
4
Open
Oct 01, 2023
Vale SA
▲ 10.88%
2
Close
Oct 01, 2023
Companhia Paranaense de Energia Pfd
▲ 23.73%
4
Close
Oct 01, 2023
Patterson-UTI
▼ 11.20%
2
Close
Oct 01, 2023
Eldorado Gold
▲ 3.18%
2
Close
Oct 01, 2023
Cleveland-Cliffs
▼ 9.30%
2
Close
Oct 01, 2023
DHT Holdings
▲ 23.65%
2
Close
Oct 01, 2023
Century Aluminum
▼ 33.93%
2
Close
Oct 01, 2023
JetBlue Airways
▼ 44.76%
2
Close
Oct 01, 2023