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New Portfolio - New Portfolio

Wendell Welper

New Portfolio
Individual Investor
Ranked #209,115 out of 800,242 TipRanks' Investors
Success Rate
57%
100 out of 175
profitable transactions
Average Return
10.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.01%
6-Month Return▼ 11.72%
12-Month Return▼ 3.51%
YTD Return▼ 8.33%
Total Return▲ 132.85%

Best Trade

Opened at
Closed at
Gain▲ 279.43%

Bio

Dividend income with speculative swing stocks for short term gains.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 5.59%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.29%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 6.61%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 1.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.46%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 7.72%
Apr 2025
▲ 11.73%
▲ 6.91%
▲ 3.79%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 5.59%
▲ 25.97%▲ 5.96%▲ 9.29%
▲ 5.42%▼ 2.41%▼ 6.61%
▲ 6.01%▲ 2.69%▼ 1.95%
▼ 12.86%▼ 1.27%▼ 2.83%
▼ 1.80%▼ 5.57%▲ 0.46%
▲ 1.76%▼ 0.87%▼ 7.72%
▲ 11.73%▲ 6.91%▲ 3.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▲ 12.87%
3
Close
Mar 18, 2024
BlackRock TCP Capital
5.06%
▼ 10.33%
1
Open
Mar 18, 2024
Houston American Energy
▼ 67.43%
2
Close
Jan 14, 2024
United States Natural Gas Fund LP
▼ 65.75%
2
Close
Jan 14, 2024
Frontline
▲ 25.33%
2
Close
Jan 14, 2024
Pacwest Bancorp
▼ 32.64%
3
Close
Nov 30, 2023
Banc of California
3.21%
▲ 29.17%
1
Open
Nov 30, 2023
Crestwood Equity
▲ 171.55%
2
Close
Nov 03, 2023
Energy Transfer
6.41%
▲ 23.43%
3
Open
Nov 03, 2023
Ethereum
▲ 28.30%
3
Close
Oct 02, 2023
USA Compression
▲ 130.32%
2
Close
Oct 01, 2023
Monroe Capital
2.76%
▼ 2.69%
4
Open
Oct 01, 2023
Vale SA
▲ 10.88%
2
Close
Oct 01, 2023
Companhia Paranaense de Energia Pfd
▲ 23.72%
4
Close
Oct 01, 2023
Patterson-UTI
▼ 11.20%
2
Close
Oct 01, 2023
Eldorado Gold
▲ 3.18%
2
Close
Oct 01, 2023
Cleveland-Cliffs
▼ 9.30%
2
Close
Oct 01, 2023
DHT Holdings
▲ 23.66%
2
Close
Oct 01, 2023
Century Aluminum
▼ 33.93%
2
Close
Oct 01, 2023
JetBlue Airways
▼ 44.76%
2
Close
Oct 01, 2023