tiprankstipranks

Portfolio-2020 Core - New Portfolio

Portfolio-2020 Core
Individual Investor
Ranked #278,271 out of 730,435 TipRanks' Investors
Success Rate
52%
48 out of 93
profitable transactions
Average Return
0.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.32%
6-Month Return▲ 19.12%
12-Month Return▲ 11.79%
YTD Return▼ 2.25%
Total Return▼ 2.86%

Best Trade

Opened at
Closed at-
Gain▲ 231.00%

Bio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 5.13%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.52%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.86%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.02%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 6.22%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.13%
▼ 6.45%▼ 2.17%▼ 7.58%
▲ 9.22%▲ 9.13%▲ 10.52%
▲ 5.14%▲ 4.57%▲ 6.86%
▼ 1.87%▲ 1.59%▼ 2.06%
▲ 14.08%▲ 5.22%▲ 6.45%
▲ 5.05%▲ 3.27%▼ 0.02%
▼ 18.13%▼ 3.38%▼ 6.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AGNC Investment
17.53%
▲ 1.85%
5
Sell
Mar 06, 2023
Sangamo Biosciences
1.02%
▼ 93.93%
5
Sell
Mar 06, 2023
Crispr Therapeutics AG
0.34%
▲ 4.88%
5
Sell
Mar 06, 2023
ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN Series B
10.91%
▲ 107.79%
5
Buy
Mar 06, 2023
Amplify High Income ETF
0.59%
▲ 33.23%
5
Sell
Mar 06, 2023
Rithm Capital
7.03%
▲ 103.79%
5
Sell
Mar 06, 2023
Oxford Lane Capital
3.06%
▲ 66.96%
5
Sell
Mar 06, 2023
SPDR S&P BIOTECH ETF
2.08%
▼ 9.00%
3
Buy
Mar 06, 2023
T2 Biosystems
▼ 99.32%
3
Close
Mar 06, 2023
Cornerstone Strategic Value Fund Inc
6.64%
▼ 4.82%
3
Buy
Mar 06, 2023
Editas Medicine
0.05%
▼ 89.23%
2
Sell
Mar 06, 2023
Nektar Therapeutics
▼ 93.57%
2
Close
Mar 06, 2023
ARK Innovation ETF
0.99%
▼ 31.85%
3
Buy
Mar 06, 2023
Flaherty & Crumrine Preferred and Income Securities Fund Incorporated
1.76%
▼ 14.22%
2
Buy
Mar 06, 2023
QuidelOrtho
0.25%
▼ 65.00%
3
Sell
Mar 06, 2023
MagnaChip
1.21%
▼ 64.25%
2
Buy
Mar 06, 2023
OFS Credit Company
4.55%
▼ 14.35%
3
Buy
Mar 06, 2023
Novavax
0.25%
▼ 70.66%
2
Buy
Mar 06, 2023
Ares Capital
1.83%
▲ 18.56%
2
Buy
Mar 06, 2023
Eagle Point Credit Company
1.64%
▲ 8.56%
2
Buy
Mar 06, 2023