New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #282,792 out of 757,492 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
2.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.03%
6-Month Return▲ 19.44%
12-Month Return▲ 25.72%
YTD Return▲ 12.22%
Total Return▲ 2.00%

Best Trade

Opened at
Closed at-
Gain▲ 42.40%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 7.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.98%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 14.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.95%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 0.52%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 7.22%
▲ 5.05%▲ 3.27%▲ 4.98%
▼ 12.40%▼ 4.03%▼ 6.33%
▲ 11.46%▲ 5.06%▲ 7.01%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 25.76%▲ 1.21%▲ 14.45%
▼ 4.21%▲ 2.34%▼ 2.95%
▲ 5.59%▲ 1.30%▲ 0.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Zuora
1.24%
▲ 39.46%
1
Open
Dec 11, 2022
Sandstorm Gold
0.44%
▲ 18.44%
1
Open
Dec 11, 2022
AbbVie
6.65%
▲ 25.30%
1
Open
Dec 11, 2022
Realty Income
3.53%
▲ 3.19%
1
Open
Dec 11, 2022
Blink Charging Co
0.2%
▼ 85.86%
1
Open
Dec 11, 2022
Innovative Industrial Properties
3.87%
▲ 42.40%
1
Open
Dec 11, 2022
EVgo
0.48%
▼ 20.55%
1
Open
Dec 11, 2022