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New Portfolio - New Portfolio

Reuben Wells III

New Portfolio
Individual Investor
Ranked #318,478 out of 769,603 TipRanks' Investors
Success Rate
75%
6 out of 8
profitable transactions
Average Return
3.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 14.04%
6-Month Return▲ 17.19%
12-Month Return▲ 28.69%
YTD Return▲ 16.50%
Total Return▲ 5.89%

Best Trade

Opened at
Closed at-
Gain▲ 57.53%

Bio

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 6.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.01%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.79%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.95%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.28%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 17.08%
Oct 2024
▲ 37.30%
▲ 4.73%
▼ 10.61%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.33%
▲ 11.46%▲ 5.06%▲ 7.01%
▼ 2.25%▲ 3.53%▲ 1.79%
▲ 25.72%▲ 1.21%▲ 14.45%
▼ 4.22%▲ 2.34%▼ 2.95%
▲ 7.82%▲ 2.10%▼ 0.28%
▲ 5.70%▼ 0.89%▲ 17.08%
▲ 37.30%▲ 4.73%▼ 10.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Volta
▲ 0.12%
2
Close
Mar 31, 2023
Zuora
1.44%
▲ 57.53%
1
Open
Dec 11, 2022
Sandstorm Gold
0.42%
▲ 15.20%
1
Open
Dec 11, 2022
AbbVie
6.16%
▲ 15.43%
1
Open
Dec 11, 2022
Realty Income
3.33%
▼ 1.49%
1
Open
Dec 11, 2022
Blink Charging Co
0.18%
▼ 88.05%
1
Open
Dec 11, 2022
Innovative Industrial Properties
3.11%
▲ 12.42%
1
Open
Dec 11, 2022
EVgo
0.74%
▲ 16.70%
1
Open
Dec 11, 2022