IB Account - New Portfolio

John RODRIGUEZ

IB Account
Individual Investor
Ranked #2,475 out of 627,499 TipRanks' Investors
Success Rate
80%
363 out of 452
profitable transactions
Average Return
39.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.28%
6-Month Return▲ 7.78%
12-Month Return▼ 10.31%
YTD Return▼ 4.46%
Total Return▲ 79.41%

Best Trade

Opened at
Closed at-
Gain▲ 439.29%

Bio

My Cash Flow Portfolio

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▼ 2.65%
▼ 14.21%▼ 9.24%▼ 15.03%
▼ 2.92%▲ 8.13%▲ 11.08%
▲ 6.21%▲ 5.56%▲ 6.98%
▼ 11.62%▼ 5.76%▼ 4.02%
▲ 21.21%▲ 6.29%▲ 9.67%
▼ 2.73%▼ 2.51%▼ 4.50%
▲ 3.82%▲ 0.25%▼ 8.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Preferred Apartment Communities
▲ 245.85%
3
Close
Jun 23, 2022
Phillips 66
0.14%
▲ 15.71%
1
Open
Mar 08, 2022
Hercules Capital
0.23%
▲ 55.36%
2
Buy
Aug 18, 2020
Kinder Morgan
0.4%
▲ 31.53%
3
Buy
Aug 18, 2020
Energy Transfer
2.53%
▲ 114.61%
9
Buy
Aug 18, 2020
Medical Transcription Billing Corp
2.04%
▲ 37.83%
6
Buy
Aug 18, 2020
Canadian Natural
1.32%
▲ 197.20%
1
Open
Aug 18, 2020
Welltower
▲ 39.77%
4
Close
Aug 18, 2020
Imperial Brands
▼ 1.21%
7
Close
Aug 18, 2020
Global Partners
1.57%
▲ 242.66%
2
Buy
Aug 17, 2020
Pembina Pipeline
2.33%
▲ 53.43%
11
Buy
Aug 17, 2020
Crestwood Equity
0.36%
▲ 114.77%
2
Buy
Aug 17, 2020
Simon Property
6.2%
▲ 81.87%
5
Sell
Aug 15, 2020
Newtek Business
0.32%
▼ 14.08%
2
Buy
Aug 15, 2020
HFRO
Highland Income Fund
2.95%
▲ 41.87%
10
Buy
Aug 14, 2020
Amplify High Income ETF
1.16%
▲ 5.89%
14
Open
Aug 13, 2020
Orchid Island Capital
0.2%
▼ 26.55%
8
Buy
Aug 13, 2020
Antero Midstream
4.39%
▲ 232.91%
8
Buy
Aug 13, 2020
USA Compression
3.08%
▲ 127.69%
2
Buy
Aug 13, 2020
Citizens Financial
1.06%
▲ 63.56%
8
Buy
Aug 13, 2020