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Trust: Under Agreement - New Portfolio
Larry Bergquist
Trust: Under AgreementIndividual Investor
Ranked #40,527 out of 729,985 TipRanks' Investors
Success Rate
45 out of 60
profitable transactions
profitable transactions
Average Return
14.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.41%
6-Month Return▲ 21.17%
12-Month Return▲ 14.51%
YTD Return▲ 4.63%
Total Return▲ 44.49%
Best Trade
Bio
Trust
Performance
14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 6.47%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.36%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.95%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.42%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.98%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 3.10%
Apr 2024
▼ 4.52%▼ 4.74%▼ 6.47%
▼ 6.45%▼ 2.17%▼ 3.36%
▲ 9.22%▲ 9.13%▲ 8.95%
▲ 5.14%▲ 4.57%▲ 5.15%
▼ 1.87%▲ 1.59%▼ 0.42%
▲ 14.08%▲ 5.22%▲ 3.29%
▲ 5.05%▲ 3.27%▲ 4.98%
▼ 14.09%▼ 3.33%▼ 3.10%