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Working with TipRanks
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G3 Financial - New Portfolio
Eric Giosa
G3 FinancialIndividual Investor
Ranked #114,776 out of 731,863 TipRanks' Investors
Success Rate
49 out of 88
profitable transactions
profitable transactions
Average Return
14.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.51%
6-Month Return▲ 12.47%
12-Month Return▲ 7.05%
YTD Return▲ 3.69%
Total Return▲ 14.13%
Best Trade
Bio
Wealth Management is not created equal, frankly it's one of the most under-served areas of expertise within todays services sector. Goals & Objectives must be aligned with a high degree of sensitivity towards cost containment and risk management.
Performance
14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.55%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.95%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.98%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.06%
Apr 2024
▼ 1.77%
▼ 0.32%
▲ 0.59%
May 2024
▼ 6.45%▼ 2.17%▲ 0.55%
▲ 9.22%▲ 9.13%▲ 5.95%
▲ 5.14%▲ 4.57%▲ 4.70%
▼ 1.87%▲ 1.59%▼ 1.10%
▲ 14.08%▲ 5.22%▼ 0.98%
▲ 5.05%▲ 3.27%▲ 7.47%
▼ 12.40%▼ 4.03%▼ 2.06%
▼ 1.77%▼ 0.32%▲ 0.59%