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New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #19,919 out of 818,742 TipRanks' Investors
Success Rate
80%
82 out of 102
profitable transactions
Average Return
39.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.85%
6-Month Return▲ 13.36%
12-Month Return▲ 17.21%
YTD Return▲ 12.14%
Total Return▲ 37.17%

Best Trade

Opened at
Closed at-
Gain▲ 661.88%

Bio

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 0.95%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.39%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.55%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.56%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 2.55%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 6.07%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 2.02%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.95%
▼ 1.80%▼ 5.57%▼ 2.39%
▲ 1.84%▼ 0.87%▼ 4.37%
▲ 12.20%▲ 6.28%▲ 3.55%
▲ 6.24%▲ 5.14%▲ 2.56%
▲ 27.91%▲ 2.30%▲ 2.55%
▲ 4.87%▲ 2.05%▲ 6.07%
▲ 8.21%▲ 2.19%▲ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
7.6%
▲ 34.01%
8
Buy
Apr 10, 2025
Liberty All Star Equity Fund
6.01%
▲ 24.89%
7
Buy
Apr 10, 2025
Energy Transfer
17.97%
▲ 39.28%
9
Buy
Apr 10, 2025
Bank of America
11.43%
▲ 68.39%
8
Buy
Apr 10, 2025
Amazon
3.12%
▲ 62.42%
3
Buy
Apr 10, 2025
SPDR S&P 500 ETF Trust
3.61%
▲ 36.06%
9
Buy
Apr 10, 2025
Alliance Resource
11%
▲ 36.10%
8
Buy
Mar 18, 2025
Sunoco
11.06%
▲ 13.02%
8
Buy
Mar 18, 2025
AT&T
5.35%
▲ 96.87%
8
Buy
Mar 18, 2025
GE Aerospace
1.31%
▲ 353.14%
2
Buy
Mar 18, 2025
Conagra Brands
7.67%
▼ 28.24%
6
Buy
Mar 18, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.19%
▲ 4.13%
5
Buy
Mar 18, 2025
Tilray
0.89%
▼ 45.64%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
Warner Bros
0.57%
▲ 67.78%
4
Buy
May 14, 2024
Phunware
▼ 88.65%
3
Close
Dec 22, 2023
Sirius XM Holdings
▼ 29.13%
3
Close
Sep 15, 2023
Activision Blizzard
▲ 24.85%
2
Close
Sep 15, 2023
ContextLogic
▼ 67.62%
2
Close
Jun 23, 2023
Cronos Group
0.09%
▲ 17.02%
2
Buy
Jun 23, 2023