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New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #379,572 out of 804,211 TipRanks' Investors
Success Rate
63%
5 out of 8
profitable transactions
Average Return
2.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.42%
6-Month Return▲ 2.09%
12-Month Return▲ 12.37%
YTD Return▲ 8.33%
Total Return▼ 1.04%

Best Trade

Opened at
Closed at-
Gain▲ 81.93%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▼ 9.16%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 14.16%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.14%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.10%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.00%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.29%
May 2025
▲ 4.89%
▲ 1.38%
▲ 7.75%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▼ 9.16%
▲ 5.10%▼ 2.41%▼ 14.16%
▲ 6.03%▲ 2.69%▼ 0.25%
▼ 12.86%▼ 1.27%▼ 3.14%
▼ 1.80%▼ 5.57%▼ 1.10%
▲ 1.83%▼ 0.87%▼ 1.00%
▲ 12.21%▲ 6.28%▲ 6.29%
▲ 4.89%▲ 1.38%▲ 7.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zuora
▲ 58.80%
2
Close
Feb 13, 2025
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Sandstorm Gold
0.69%
▲ 81.93%
1
Open
Dec 11, 2022
AbbVie
6.63%
▲ 23.26%
1
Open
Dec 11, 2022
Realty Income
3.43%
▲ 1.97%
1
Open
Dec 11, 2022
Blink Charging Co
0.1%
▼ 93.28%
1
Open
Dec 11, 2022
Innovative Industrial Properties
1.69%
▼ 35.80%
1
Open
Dec 11, 2022
EVgo
0.54%
▼ 17.06%
1
Open
Dec 11, 2022