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****7379 - New Portfolio

****7379
Individual Investor
Ranked #364,391 out of 795,509 TipRanks' Investors
Success Rate
30%
286 out of 964
profitable transactions
Average Return
-2.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.60%
6-Month Return▼ 12.24%
12-Month Return▼ 0.40%
YTD Return▼ 10.90%
Total Return▲ 13.81%

Best Trade

Opened at
Closed at-
Gain▲ 896.93%

Bio

Growth and Dividend Long Term

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.55%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 5.09%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.71%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.78%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 7.61%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.23%
▲ 10.00%▼ 0.89%▼ 2.55%
▲ 25.98%▲ 5.96%▲ 5.09%
▲ 5.34%▼ 2.41%▼ 3.91%
▲ 5.99%▲ 2.69%▲ 4.13%
▼ 12.86%▼ 1.27%▼ 1.71%
▼ 1.80%▼ 5.57%▼ 5.78%
▼ 7.29%▼ 4.55%▼ 7.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 5.25%
13
Close
Feb 27, 2025
CoStar Group
0.39%
▲ 4.07%
1
Buy
Feb 27, 2025
▼ 24.43%
11
Close
Sep 13, 2024
Star Bulk Carriers
6.11%
▼ 14.60%
8
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 1.07%
4
Close
Apr 10, 2024
Magellan Midstream
▲ 3.52%
12
Close
Sep 25, 2023
Oneok
0.43%
▲ 24.08%
1
Buy
Sep 25, 2023
The Necessity Retail REIT
▼ 5.57%
12
Close
Sep 11, 2023
Global Net Lease
0.29%
▼ 38.20%
1
Buy
Sep 11, 2023
Retail Value
▼ 46.13%
4
Close
Apr 04, 2023
Tilray
0.05%
▼ 34.55%
11
Buy
Apr 02, 2023
Roku
0.27%
▲ 10.92%
6
Buy
Apr 02, 2023
Grayscale Bitcoin
1.14%
▲ 316.81%
3
Buy
Apr 02, 2023
Energy Transfer
0.36%
▲ 35.68%
3
Buy
Apr 02, 2023
WisdomTree U.S. AI Enhanced Value Fund
0.31%
▲ 465.16%
3
Buy
Apr 02, 2023
Westlake Chemical PRN
0.28%
▲ 1.39%
3
Buy
Apr 02, 2023
Vertex Pharmaceuticals
0.42%
▲ 60.13%
3
Buy
Apr 02, 2023
Walmart
0.51%
▲ 97.04%
3
Buy
Apr 02, 2023
Alliance Resource
0.7%
▲ 33.67%
3
Buy
Apr 02, 2023
Nvidia
1.12%
▲ 322.43%
3
Buy
Apr 02, 2023