tiprankstipranks

New Portfolio - New Portfolio

Jeff grunow

New Portfolio
Individual Investor
Ranked #19,374 out of 732,075 TipRanks' Investors
Success Rate
87%
40 out of 46
profitable transactions
Average Return
31.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.48%
6-Month Return▲ 22.10%
12-Month Return▲ 29.16%
YTD Return▲ 13.26%
Total Return▲ 77.35%

Best Trade

Opened at
Closed at-
Gain▲ 224.17%

Bio

Blended

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 5.96%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.52%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.09%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.66%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.01%
Apr 2024
▲ 6.24%
▲ 1.85%
▲ 1.06%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 5.96%
▲ 9.22%▲ 9.13%▲ 8.52%
▲ 5.14%▲ 4.57%▲ 5.09%
▼ 1.87%▲ 1.59%▲ 1.66%
▲ 14.08%▲ 5.22%▲ 4.68%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 0.01%
▲ 6.24%▲ 1.85%▲ 1.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Berkshire Hathaway B
18.76%
▲ 30.85%
4
Buy
Apr 12, 2024
Gladstone Capital
5.01%
▲ 28.51%
3
Buy
Apr 06, 2024
Marathon Digital Holdings
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
9.62%
▲ 1.21%
1
Open
Feb 26, 2024
Enterprise Products Partners
14.25%
▲ 43.60%
4
Buy
Nov 19, 2023
Bank of America
0.58%
▲ 7.23%
3
Sell
Nov 19, 2023
Delta Air Lines
10.05%
▲ 24.18%
4
Buy
Nov 19, 2023
Oxford Lane Capital
13.82%
▲ 21.11%
6
Buy
Nov 19, 2023
AGNC Investment
14.66%
▲ 11.07%
2
Buy
Nov 19, 2023
Antero Midstream
2.32%
▲ 128.74%
3
Sell
Nov 24, 2022
Berkshire Bancorp
▲ 14.06%
2
Close
Nov 04, 2022
Shell Midstream
▲ 48.66%
4
Close
Oct 18, 2022
Exxon Mobil
0.9%
▲ 170.87%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
▼ 9.25%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.77%
▲ 5.01%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.76%
▼ 1.06%
1
Open
May 27, 2022
Oxford Square Capital
3%
▲ 25.40%
3
Buy
May 19, 2022
Orchid Island Capital
0.53%
▼ 45.58%
1
Open
Nov 18, 2021
Pennantpark $
1.33%
▲ 14.14%
2
Buy
Jul 20, 2021
Tekla World Healthcare Fund
1%
▲ 1.55%
1
Open
Jul 07, 2021