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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #104,492 out of 793,101 TipRanks' Investors
Success Rate
61%
143 out of 235
profitable transactions
Average Return
18.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 4.63%
12-Month Return▲ 6.29%
YTD Return▼ 2.69%
Total Return▲ 27.16%

Best Trade

Opened at
Closed at-
Gain▲ 934.92%

Bio

23 Equities

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.74%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.24%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 3.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.52%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 0.80%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.77%
▲ 2.93%▲ 2.10%▲ 1.92%
▲ 10.00%▼ 0.89%▼ 1.82%
▲ 26.01%▲ 5.96%▲ 8.74%
▲ 5.39%▼ 2.41%▼ 1.24%
▲ 5.83%▲ 2.69%▲ 3.27%
▼ 12.86%▼ 1.27%▼ 6.52%
▲ 2.82%▼ 4.80%▲ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arch Resources
▲ 14.89%
3
Close
Jan 13, 2025
Core Natural Resources
0%
▼ 26.60%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▼ 11.38%
1
Open
Dec 24, 2024
McKesson
0.01%
▲ 48.74%
6
Sell
Sep 28, 2024
Chord Energy
3.07%
▼ 17.83%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
2.01%
▲ 4.77%
21
Buy
Sep 28, 2024
Alphabet Class A
2.35%
▲ 19.76%
5
Buy
Sep 28, 2024
Meta Platforms
5.78%
▲ 78.35%
5
Buy
Sep 28, 2024
Carlisle Companies
4.71%
▲ 15.64%
7
Buy
Sep 28, 2024
Rio Tinto
1.9%
▲ 2.89%
5
Buy
Sep 28, 2024
Ford Motor
0.99%
▼ 4.55%
6
Buy
Sep 28, 2024
Shell
1.4%
▲ 15.33%
6
Buy
Sep 28, 2024
Teekay Tankers
1.92%
▼ 7.58%
5
Buy
Sep 28, 2024
TJX Companies
3.97%
▲ 24.53%
5
Buy
Sep 28, 2024
NextEra Energy
3.36%
▲ 6.97%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 20.15%
4
Sell
Sep 28, 2024
Amazon
3.22%
▲ 26.17%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.89%
▲ 2.42%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
2.1%
▼ 3.65%
2
Buy
Sep 28, 2024