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New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #20,800 out of 807,765 TipRanks' Investors
Success Rate
79%
81 out of 102
profitable transactions
Average Return
32.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.12%
6-Month Return▲ 3.30%
12-Month Return▲ 10.64%
YTD Return▲ 2.48%
Total Return▲ 25.36%

Best Trade

Opened at
Closed at-
Gain▲ 572.19%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.81%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.91%
Jan 2025
▼ 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
▲ 12.56%
▲ 0.93%
▲ 1.41%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.81%
▲ 6.03%▲ 2.69%▲ 2.91%
▼ 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%
▲ 12.56%▲ 0.93%▲ 1.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
7.48%
▲ 26.97%
8
Buy
Apr 10, 2025
Liberty All Star Equity Fund
6.47%
▲ 29.11%
7
Buy
Apr 10, 2025
Energy Transfer
18.14%
▲ 36.12%
9
Buy
Apr 10, 2025
Bank of America
10.53%
▲ 52.25%
8
Buy
Apr 10, 2025
Amazon
3.07%
▲ 57.79%
3
Buy
Apr 10, 2025
SPDR S&P 500 ETF Trust
3.46%
▲ 28.72%
9
Buy
Apr 10, 2025
Alliance Resource
12.93%
▲ 54.22%
8
Buy
Mar 18, 2025
Sunoco
12.02%
▲ 19.07%
8
Buy
Mar 18, 2025
AT&T
4.96%
▲ 79.74%
8
Buy
Mar 18, 2025
GE Aerospace
1.17%
▲ 299.79%
2
Buy
Mar 18, 2025
Conagra Brands
7.98%
▼ 27.64%
6
Buy
Mar 18, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.19%
▲ 1.57%
5
Buy
Mar 18, 2025
Tilray
0.44%
▼ 73.50%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
Warner Bros
0.37%
▲ 9.40%
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
0.08%
▼ 5.21%
2
Buy
Jun 23, 2023