tiprankstipranks

New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #240,342 out of 729,985 TipRanks' Investors
Success Rate
53%
36 out of 68
profitable transactions
Average Return
3.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.35%
6-Month Return▲ 34.03%
12-Month Return▲ 30.20%
YTD Return▲ 16.41%
Total Return▲ 0.98%

Best Trade

Opened at
Closed at-
Gain▲ 385.58%

Bio

My IRA

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▲ 3.61%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 13.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.73%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 1.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.73%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 0.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 9.53%
Mar 2024
▼ 14.09%
▼ 3.33%
▲ 6.21%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▲ 3.61%
▼ 6.45%▼ 2.17%▼ 13.44%
▲ 9.22%▲ 9.13%▲ 9.73%
▲ 5.14%▲ 4.57%▲ 1.40%
▼ 1.87%▲ 1.59%▼ 0.73%
▲ 14.08%▲ 5.22%▲ 0.80%
▲ 5.05%▲ 3.27%▲ 9.53%
▼ 14.09%▼ 3.33%▲ 6.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Cornerstone Total Return Fund Inc
15.03%
▲ 7.14%
25
Buy
Mar 21, 2024
Cornerstone Strategic Value Fund Inc
1.87%
▲ 2.30%
7
Buy
Mar 21, 2024
Advanced Micro Devices
1.75%
▼ 11.42%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
Chimera Investment
1.18%
▼ 32.61%
3
Buy
Jun 14, 2023
iShares Russell 1000 Growth ETF
11.22%
▲ 40.89%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
3.77%
▲ 60.15%
1
Open
Dec 14, 2022
Apple
3.12%
▲ 39.65%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.33%
▼ 52.17%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.15%
4
Close
Jul 19, 2022
Nvidia
18.37%
▲ 385.58%
1
Open
Jul 19, 2022
Exxon Mobil
8.37%
▲ 230.21%
2
Sell
Jun 25, 2022
Airbnb
▼ 42.39%
2
Close
Jun 18, 2022
Enovix
▼ 42.53%
2
Close
May 21, 2022
Walt Disney
▼ 37.49%
2
Close
May 21, 2022
Nio
▼ 52.61%
3
Close
May 10, 2022
Uber Technologies
▼ 48.27%
2
Close
May 10, 2022
Rivian Automotive
▼ 35.30%
5
Close
May 10, 2022
Orchid Island Capital
▼ 37.14%
2
Close
Apr 06, 2022