New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #15,233 out of 757,311 TipRanks' Investors
Success Rate
84%
71 out of 85
profitable transactions
Average Return
24.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.30%
6-Month Return▲ 9.62%
12-Month Return▲ 22.32%
YTD Return▲ 19.94%
Total Return▲ 17.26%

Best Trade

Opened at
Closed at-
Gain▲ 379.96%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.95%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.62%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.65%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.96%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.15%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.93%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.07%
▲ 5.05%▲ 3.27%▲ 7.95%
▼ 12.40%▼ 4.03%▼ 0.20%
▲ 11.46%▲ 5.06%▲ 0.62%
▼ 2.25%▲ 3.53%▲ 0.65%
▲ 25.76%▲ 1.21%▲ 3.96%
▼ 4.21%▲ 2.34%▲ 0.15%
▲ 2.65%▼ 0.40%▲ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
6.83%
▲ 10.82%
6
Buy
Jul 05, 2024
Liberty All Star Equity Fund
6.52%
▲ 28.87%
5
Buy
Jun 04, 2024
Alliance Resource
11.54%
▲ 26.38%
7
Buy
Jun 04, 2024
Energy Transfer
16.83%
▲ 24.65%
7
Buy
Jun 04, 2024
Sunoco
12.79%
▲ 16.02%
7
Buy
Jun 04, 2024
Conagra Brands
14.34%
▲ 16.21%
5
Buy
Jun 04, 2024
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.2%
▲ 3.82%
4
Buy
Jun 04, 2024
Tilray
1.51%
▼ 17.77%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
AT&T
4.22%
▲ 46.72%
7
Buy
May 14, 2024
Warner Bros
0.3%
▼ 21.47%
4
Buy
May 14, 2024
Bank of America
9.89%
▲ 35.22%
6
Buy
May 14, 2024
SPDR S&P 500 ETF Trust
2.64%
▲ 18.36%
7
Buy
May 14, 2024
Phunware
▼ 88.65%
3
Close
Dec 22, 2023
Amazon
1.93%
▲ 44.66%
2
Buy
Oct 21, 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%
▲ 2.96%
2
Buy
Jun 23, 2023
Two Harbors
▲ 7.37%
2
Close
Jun 23, 2023