IBKR Joint Portfolio - New Portfolio

IBKR Joint Portfolio
Individual Investor
Ranked #60,366 out of 757,311 TipRanks' Investors
Success Rate
70%
214 out of 304
profitable transactions
Average Return
8.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.59%
6-Month Return▲ 9.24%
12-Month Return▲ 22.14%
YTD Return▲ 14.56%
Total Return▲ 22.49%

Best Trade

Opened at
Closed at-
Gain▲ 224.75%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.89%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.01%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.57%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.93%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.93%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.89%
▲ 5.05%▲ 3.27%▲ 2.76%
▼ 12.40%▼ 4.03%▼ 0.25%
▲ 11.46%▲ 5.06%▲ 5.47%
▼ 2.25%▲ 3.53%▼ 1.01%
▲ 25.76%▲ 1.21%▲ 4.57%
▼ 4.21%▲ 2.34%▼ 1.93%
▲ 2.65%▼ 0.40%▲ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI Properties
0.56%
▲ 15.45%
9
Buy
Jul 05, 2024
Danaos
▲ 17.39%
4
Close
Jul 05, 2024
Energy Transfer
1.41%
▲ 42.04%
10
Buy
Jul 05, 2024
Whitecap Resources
1.07%
▲ 10.02%
11
Buy
Jul 05, 2024
goeasy
1.69%
▲ 22.06%
6
Buy
Jul 05, 2024
Trinity Capital
1.42%
▲ 11.52%
9
Buy
Jul 05, 2024
Enbridge
3.32%
▲ 21.30%
6
Buy
Jul 05, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.85%
▲ 16.97%
10
Sell
Jul 05, 2024
Tourmaline Oil
2.41%
▼ 4.68%
8
Buy
Jul 05, 2024
Amazon
3.11%
▲ 24.07%
6
Buy
Jul 05, 2024
Alimentation Couche-Tard Inc
2.16%
▼ 3.02%
6
Buy
Jul 05, 2024
Equitable Group
1.74%
▲ 12.62%
8
Buy
Jul 05, 2024
Granite Real Estate
0.65%
▲ 14.86%
6
Buy
Jul 05, 2024
Waste Connections
0.3%
▲ 7.40%
3
Buy
Jul 05, 2024
HSBC Holdings
0.4%
▲ 11.21%
2
Buy
Jul 05, 2024
Pizza Pizza Royalty
0.27%
▼ 1.49%
3
Buy
Jul 05, 2024
Franklin FTSE India ETF
0.24%
▲ 8.98%
2
Buy
Jul 05, 2024
Marvell
0.31%
▲ 0.23%
2
Buy
Jul 05, 2024
Caci International
0.12%
▲ 13.22%
1
Open
Jul 03, 2024
Exchange Income
0.06%
▲ 11.75%
1
Open
Jul 03, 2024