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current holdings - New Portfolio
PtahX
current holdingsIndividual Investor
Ranked #271,856 out of 804,570 TipRanks' Investors
Success Rate
14 out of 25
profitable transactions
profitable transactions
Average Return
23.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.82%
6-Month Return▲ 19.97%
12-Month Return▲ 28.42%
YTD Return▲ 19.79%
Total Return▲ 29.48%
Best Trade
Bio
Tax Sheltered Portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.79%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.69%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.04%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.05%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.45%
May 2025
▲ 4.39%
▲ 1.37%
▲ 3.59%
Jun 2025
▲ 25.97%▲ 5.96%▲ 3.79%
▲ 5.10%▼ 2.41%▼ 5.69%
▲ 6.03%▲ 2.69%▲ 6.06%
▼ 12.86%▼ 1.27%▲ 1.38%
▼ 1.80%▼ 5.57%▲ 2.04%
▲ 1.83%▼ 0.87%▼ 0.05%
▲ 12.21%▲ 6.28%▲ 5.45%
▲ 4.39%▲ 1.37%▲ 3.59%
Recent Activity
Crestwood Equity
―
▲ 21.26%
2
Close
Nov 03, 2023
Energy Transfer
4.59%
▲ 46.71%
1
Open
Nov 03, 2023
TotalEnergies
8.93%
▲ 71.21%
1
Open
Aug 04, 2021
Mesa Air Group
0.27%
▼ 89.19%
1
Open
Aug 01, 2021
Vodafone
2.91%
▼ 16.16%
1
Open
Aug 01, 2021
European Residential Real Estate ate Investment Trust
0.13%
▲ 11.41%
1
Open
Aug 01, 2021
Sibanye Stillwater
0.99%
▼ 54.19%
1
Open
Aug 01, 2021
KT
5.65%
▲ 42.36%
1
Open
Aug 01, 2021
B2Gold
2.59%
▲ 14.74%
1
Open
Aug 01, 2021
Coupang
2.65%
▼ 22.29%
1
Open
Aug 01, 2021
Cameco
9.75%
▲ 326.51%
1
Open
Aug 01, 2021
Gladstone Land
1.45%
▼ 49.58%
1
Open
Aug 01, 2021
British American Tobacco
6.99%
▲ 76.21%
1
Open
Aug 01, 2021
Toronto Dominion Bank
4.05%
▲ 39.35%
1
Open
Aug 01, 2021
Barrick Mining
32.9%
▲ 18.49%
1
Open
Aug 01, 2021
Rogers Sugar
3.52%
▲ 23.05%
1
Open
Aug 01, 2021
SmartCentres Real Estate Investment Trust
1.05%
▲ 10.15%
1
Open
Aug 01, 2021
Alibaba
3.22%
▼ 40.57%
1
Open
Aug 01, 2021
Baidu
1.19%
▼ 49.81%
1
Open
Aug 01, 2021
iShares MSCI Russia ETF
0.57%
▼ 80.92%
1
Open
Aug 01, 2021