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New Portfolio - New Portfolio

Spencer Edwards

New Portfolio
Individual Investor
Ranked #40,344 out of 825,113 TipRanks' Investors
Success Rate
78%
21 out of 27
profitable transactions
Average Return
131.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.53%
6-Month Return▲ 26.91%
12-Month Return▲ 28.14%
YTD Return▲ 30.19%
Total Return▲ 360.02%

Best Trade

Opened at
Closed at
Gain▲ 674.40%

Bio

This is my investment portfolio that I started in January of this year. My focus is I invest in is mainly banks and gas companies. I currently only hold long term stocks as of now but I hope to branch off to options trading and ETF's in the future.

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.76%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 7.39%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.53%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 5.77%
▲ 1.66%
▲ 1.18%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.76%
▲ 0.80%▼ 0.87%▼ 7.39%
▲ 11.63%▲ 6.28%▲ 5.62%
▲ 9.25%▲ 5.14%▲ 4.53%
▲ 7.60%▲ 2.30%▲ 3.67%
▲ 2.76%▲ 2.05%▲ 7.88%
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 5.77%▲ 1.66%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
▲ 643.96%
2
Close
May 18, 2025
Occidental Petroleum
5.25%
▲ 116.22%
2
Buy
May 18, 2025
Bank of America
2.76%
▲ 95.06%
2
Buy
May 18, 2025
General Motors
8.47%
▲ 136.36%
2
Buy
May 18, 2025
Wells Fargo
2.25%
▲ 142.07%
2
Buy
May 18, 2025
BP
5.95%
▲ 60.90%
2
Buy
May 18, 2025
Ford Motor
0.42%
▲ 144.51%
2
Buy
May 18, 2025
GE Healthcare Technologies Inc
▲ 21.28%
2
Close
May 18, 2025
Conocophillips
13.98%
▼ 10.59%
2
Buy
May 18, 2025
Shell
3.71%
▲ 14.89%
1
Open
May 18, 2025
Amazon
54.52%
▲ 8.76%
1
Open
May 18, 2025
Marathon Oil
▲ 620.60%
2
Close
Nov 21, 2024
Pennsylvania Real Estate ate Investment
▼ 96.31%
2
Close
Apr 01, 2024
ImmunoGen
▲ 22.74%
2
Close
Feb 09, 2023
Stealth Biotherapeutics
▼ 81.29%
2
Close
Nov 16, 2022
Plug Power
▲ 674.40%
2
Close
Dec 20, 2020
Sorrento Therapeutics
0.01%
▼ 99.61%
1
Open
Apr 15, 2020
Banco Santander SA
0.23%
▲ 421.86%
1
Open
Apr 15, 2020
Paramount Skydance
0.4%
▲ 26.40%
1
Open
Apr 15, 2020
Opko Health
0.35%
▼ 7.98%
1
Open
Apr 15, 2020