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IBKR Joint Portfolio - New Portfolio

IBKR Joint Portfolio
Individual Investor
Ranked #48,700 out of 859,470 TipRanks' Investors
Success Rate
75%
229 out of 304
profitable transactions
Average Return
34.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.56%
6-Month Return▲ 12.16%
12-Month Return▲ 38.91%
YTD Return▲ 7.67%
Total Return▲ 67.76%

Best Trade

Opened at
Closed at-
Gain▲ 212.36%

Bio

Performance

14.43%0-14.43%
▲ 12.88%
▲ 3.56%
▲ 1.75%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.68%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.56%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.10%
Mar 2026
▲ 14.43%
▲ 9.20%
▲ 3.93%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.75%
▲ 10.96%▲ 2.38%▲ 3.28%
▼ 3.68%▲ 0.19%▲ 1.68%
▼ 0.10%▲ 0.08%▲ 0.95%
▲ 4.06%▲ 1.47%▲ 3.56%
▼ 1.12%▼ 0.86%▲ 4.32%
▲ 0.60%▼ 4.94%▼ 4.10%
▲ 14.43%▲ 9.20%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TELUS International (CDA)
▼ 81.31%
3
Close
Oct 30, 2025
Hamilton Thorne
▲ 47.88%
6
Close
Dec 02, 2024
VICI Properties
0.45%
▲ 11.85%
9
Buy
Jul 05, 2024
Danaos
▲ 17.39%
4
Close
Jul 05, 2024
Energy Transfer
1.51%
▲ 89.59%
10
Buy
Jul 05, 2024
Whitecap Resources
1.33%
▲ 65.69%
11
Buy
Jul 05, 2024
goeasy
0.28%
▼ 76.82%
6
Buy
Jul 05, 2024
Trinity Capital
1.44%
▲ 65.48%
9
Buy
Jul 05, 2024
Enbridge
4.02%
▲ 72.82%
6
Buy
Jul 05, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.88%
▲ 68.65%
10
Sell
Jul 05, 2024
Tourmaline Oil
2.22%
▲ 4.20%
8
Buy
Jul 05, 2024
Amazon
3.78%
▲ 66.75%
6
Buy
Jul 05, 2024
Alimentation Couche-Tard Inc
2.01%
▲ 2.95%
6
Buy
Jul 05, 2024
Equitable Group
1.81%
▲ 42.09%
8
Buy
Jul 05, 2024
Granite Real Estate
0.66%
▲ 38.47%
6
Buy
Jul 05, 2024
Waste Connections
0.24%
▼ 1.93%
3
Buy
Jul 05, 2024
HSBC Holdings
0.76%
▲ 155.90%
2
Buy
Jul 05, 2024
Pizza Pizza Royalty
0.29%
▲ 34.60%
3
Buy
Jul 05, 2024
Franklin FTSE India ETF
0.19%
▼ 2.13%
2
Buy
Jul 05, 2024
Marvell
0.51%
▲ 96.70%
2
Buy
Jul 05, 2024