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New Portfolio
- New Portfolio
Performance
Portfolio Details
Floyd Montgomery
New Portfolio
Individual Investor
Ranked #220,645 out of 723,149 TipRanks' Investors
Success Rate
53%
573 out of 1081
profitable transactions
Average Return
6.79%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 2.25%
6-Month Return
▲ 50.38%
12-Month Return
▲ 69.26%
YTD Return
▲ 10.34%
Total Return
▲ 113.13%
Best Trade
Asset
VBI Vaccines (VBIV)
Opened at
Sep 25, 2019
Closed at
Feb 01, 2021
Gain
▲ 619.87%
Bio
Investment portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
20.33%
0
-20.33%
▼ 8.63%
▼ 1.63%
▼ 9.75%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 9.56%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.24%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 14.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 20.33%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 17.22%
Feb 2024
▲ 1.35%
▲ 3.29%
▲ 2.25%
Mar 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 8.63%
▼ 1.63%
▼ 9.75%
▼ 4.52%
▼ 4.74%
▼ 9.56%
▼ 6.45%
▼ 2.17%
▼ 1.24%
▲ 9.22%
▲ 9.13%
▲ 14.69%
▲ 5.14%
▲ 4.57%
▲ 20.33%
▼ 1.87%
▲ 1.59%
▼ 7.94%
▲ 14.08%
▲ 5.22%
▲ 17.22%
▲ 1.35%
▲ 3.29%
▲ 2.25%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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RIGZ
Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF
―
▼ 72.83%
3
Close
Jan 04, 2023
BST
BlackRock Science & Technology Trust
8.1%
▲ 0.81%
34
Buy
Aug 01, 2022
RYLD
Global X Russell 2000 Covered Call ETF
2.45%
▼ 2.09%
9
Buy
Aug 01, 2022
CEF
Sprott Physical Gold and Silver Trust Units
2.06%
▲ 9.20%
9
Buy
Aug 01, 2022
AWP
Aberdeen Global Premier Properties Fund of Benef Interest
0.61%
▲ 0.88%
51
Buy
Aug 01, 2022
CLM
Cornerstone Strategic Value Fund Inc
4.08%
▼ 2.28%
31
Buy
Aug 01, 2022
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
0.64%
▲ 28.27%
21
Buy
Aug 01, 2022
METV
Roundhill Ball Metaverse ETF
1.44%
▲ 34.41%
6
Buy
Aug 01, 2022
TSLA
Tesla
5.35%
▼ 2.67%
29
Sell
Aug 01, 2022
VWUAX
Vanguard U.S. Growth Fund Admiral Shares
4.94%
▲ 18.98%
26
Buy
Jul 02, 2022
TILCX
T. Rowe Price Large-Cap Value Fund Class I
5.09%
▼ 12.54%
57
Buy
Jul 02, 2022
PRNHX
T. Rowe Price New Horizons Fund
8.71%
▼ 22.46%
99
Buy
Jul 02, 2022
VITSX
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
8.64%
▲ 20.58%
58
Buy
Jul 02, 2022
AIO
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
2.74%
▲ 31.62%
9
Buy
Jul 01, 2022
PRWAX
T. Rowe Price All-Cap Opportunities Fund
0.48%
▲ 12.19%
19
Buy
Jul 01, 2022
PRSCX
T. Rowe Price Science and Technology Fd Inc.
0.45%
▼ 0.67%
31
Buy
Jul 01, 2022
MARA
Marathon Digital Holdings
8.95%
▲ 26.87%
45
Buy
Jun 30, 2022
BITQ
Bitwise Crypto Industry Innovators ETF
2.69%
▲ 11.30%
26
Buy
Jun 30, 2022
ASG
Liberty All-Star Growth Fund Inc
1.59%
▼ 0.90%
22
Buy
Jun 16, 2022
USA
Liberty All Star Equity Fund
4.43%
▲ 21.48%
19
Buy
Jun 16, 2022
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