TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #83,337 out of 766,001 TipRanks' Investors
Success Rate
67%
155 out of 233
profitable transactions
Average Return
16.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.59%
6-Month Return▲ 7.66%
12-Month Return▲ 24.11%
YTD Return▲ 7.75%
Total Return▲ 28.59%

Best Trade

Opened at
Closed at-
Gain▲ 424.59%

Bio

23 Equities

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.94%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.13%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.97%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.77%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.00%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.42%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.73%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.94%
▲ 11.46%▲ 5.06%▲ 5.13%
▼ 2.25%▲ 3.53%▼ 2.97%
▲ 25.72%▲ 1.21%▲ 5.70%
▼ 4.22%▲ 2.34%▼ 2.77%
▲ 7.82%▲ 2.10%▲ 2.00%
▲ 6.02%▼ 0.89%▼ 1.42%
▲ 5.59%▲ 5.20%▲ 4.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McKesson
0.01%
▲ 37.66%
6
Sell
Sep 28, 2024
Chord Energy
3.25%
▼ 6.09%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.81%
▲ 3.33%
21
Buy
Sep 28, 2024
Alphabet Class A
2.26%
▲ 27.09%
5
Buy
Sep 28, 2024
Meta Platforms
4.97%
▲ 69.56%
5
Buy
Sep 28, 2024
Carlisle Companies
5.5%
▲ 48.76%
7
Buy
Sep 28, 2024
Rio Tinto
1.78%
▲ 2.91%
5
Buy
Sep 28, 2024
Ford Motor
0.96%
▼ 1.79%
6
Buy
Sep 28, 2024
Shell
1.19%
▲ 6.23%
6
Buy
Sep 28, 2024
Teekay Tankers
2.02%
▲ 6.55%
5
Buy
Sep 28, 2024
TJX Companies
3.53%
▲ 21.94%
5
Buy
Sep 28, 2024
NextEra Energy
3.34%
▲ 15.77%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 31.56%
4
Sell
Sep 28, 2024
Amazon
2.98%
▲ 29.22%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.71%
▲ 0.82%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
2.02%
▼ 3.76%
2
Buy
Sep 28, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0.92%
▲ 6.62%
2
Buy
Sep 28, 2024
Geron
2.33%
▼ 6.39%
1
Open
Sep 28, 2024
Powerfleet
2.73%
▲ 8.00%
1
Open
Sep 28, 2024
Tenaya Therapeutics
1.16%
▲ 43.01%
1
Open
Sep 28, 2024