tiprankstipranks

IB PORTFOLII - New Portfolio

Daniel Peret

IB PORTFOLII
Individual Investor
Ranked #501,656 out of 728,988 TipRanks' Investors
Success Rate
36%
19 out of 53
profitable transactions
Average Return
-15.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.32%
6-Month Return▲ 12.16%
12-Month Return▲ 7.75%
YTD Return▼ 3.88%
Total Return▼ 23.38%

Best Trade

Opened at
Closed at-
Gain▲ 74.31%

Bio

DIVIDENDS

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 2.34%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.19%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.70%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 9.70%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.36%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 7.18%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 2.34%
▼ 6.45%▼ 2.17%▼ 6.19%
▲ 9.22%▲ 9.13%▲ 9.70%
▲ 5.14%▲ 4.57%▲ 9.70%
▼ 1.87%▲ 1.59%▼ 0.47%
▲ 14.08%▲ 5.22%▲ 1.65%
▲ 5.05%▲ 3.27%▲ 2.36%
▼ 24.17%▼ 4.31%▼ 7.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Lithium Americas
▲ 22.18%
2
Close
Oct 03, 2023
Franchise Group
▼ 1.12%
2
Close
Aug 18, 2023
Arbor Realty
1.09%
▼ 4.48%
2
Buy
Aug 07, 2022
Fastly
▼ 71.53%
2
Close
Aug 07, 2022
Fisker
▼ 8.38%
2
Close
Aug 07, 2022
Ellington Financial
▼ 6.90%
2
Close
Aug 07, 2022
CommScope Holding
▼ 47.53%
2
Close
Aug 07, 2022
Adt
1.61%
▼ 19.75%
1
Open
Aug 07, 2022
AGNC Investment
3.35%
▼ 6.30%
1
Open
Aug 07, 2022
Apollo Real Estate
2.29%
▲ 4.69%
1
Open
Aug 07, 2022
Apartment Investment & Management
1.86%
▼ 8.07%
1
Open
Aug 07, 2022
Altimmune
0.9%
▼ 45.06%
1
Open
Aug 07, 2022
AT&T
6.4%
▲ 1.76%
1
Open
Aug 07, 2022
Allogene Therapeutics
0.15%
▼ 78.32%
1
Open
Aug 07, 2022
Barings BDC
4.03%
▲ 11.20%
1
Open
Aug 07, 2022
Bank Of Nova Scotia
2.03%
▼ 14.48%
1
Open
Aug 07, 2022
Barrick Gold
0.74%
▲ 10.61%
1
Open
Aug 07, 2022
Citigroup
3.81%
▲ 21.06%
1
Open
Aug 07, 2022
Citizens Financial
2.86%
▼ 4.38%
1
Open
Aug 07, 2022
Cohu
1.27%
▼ 0.75%
1
Open
Aug 07, 2022