New Portfolio - New Portfolio

J rod

New Portfolio
Individual Investor
Ranked #14,069 out of 794,241 TipRanks' Investors
Success Rate
79%
76 out of 96
profitable transactions
Average Return
29.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.48%
6-Month Return▲ 4.52%
12-Month Return▲ 12.25%
YTD Return▼ 0.56%
Total Return▲ 21.63%

Best Trade

Opened at
Closed at-
Gain▲ 435.53%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.47%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.49%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.81%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.39%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.19%
▲ 2.93%▲ 2.10%▲ 2.71%
▲ 10.00%▼ 0.89%▼ 0.47%
▲ 26.01%▲ 5.96%▲ 8.49%
▲ 5.33%▼ 2.41%▼ 3.81%
▲ 5.87%▲ 2.69%▲ 2.94%
▼ 12.86%▼ 1.27%▼ 0.94%
▼ 1.80%▼ 5.57%▼ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gabelli Equity Trust Inc
6.41%
▲ 16.15%
7
Buy
Mar 18, 2025
Liberty All Star Equity Fund
5.78%
▲ 23.44%
6
Buy
Mar 18, 2025
Alliance Resource
12.54%
▲ 48.03%
8
Buy
Mar 18, 2025
Energy Transfer
18.82%
▲ 46.46%
8
Buy
Mar 18, 2025
Sunoco
12.99%
▲ 28.67%
8
Buy
Mar 18, 2025
AT&T
5.15%
▲ 85.96%
8
Buy
Mar 18, 2025
GE Aerospace
0.92%
▲ 218.51%
2
Buy
Mar 18, 2025
Bank of America
9.02%
▲ 37.05%
7
Buy
Mar 18, 2025
Conagra Brands
10.77%
▼ 2.20%
6
Buy
Mar 18, 2025
Lord Abbett Bond-Debenture Fund Inc. Cl A
0.18%
▲ 1.00%
5
Buy
Mar 18, 2025
SPDR S&P 500 ETF Trust
2.96%
▲ 16.66%
8
Buy
Mar 18, 2025
Tilray
0.49%
▼ 70.12%
4
Buy
May 14, 2024
OrganiGram Holdings
▲ 190.73%
5
Close
May 14, 2024
Warner Bros
0.32%
▼ 4.78%
4
Buy
May 14, 2024
Phunware
▼ 88.65%
3
Close
Dec 22, 2023
Amazon
1.72%
▲ 49.12%
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
0.06%
▼ 18.81%
2
Buy
Jun 23, 2023