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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #170,900 out of 798,773 TipRanks' Investors
Success Rate
55%
128 out of 235
profitable transactions
Average Return
16.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.02%
6-Month Return▼ 5.47%
12-Month Return▲ 2.30%
YTD Return▼ 6.84%
Total Return▲ 21.69%

Best Trade

Opened at
Closed at-
Gain▲ 1019.58%

Bio

23 Equities

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.82%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 1.28%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.31%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.52%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.16%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.94%
Apr 2025
▼ 0.19%
▲ 1.77%
▲ 2.66%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.82%
▲ 25.97%▲ 5.96%▲ 8.75%
▲ 5.41%▼ 2.41%▼ 1.28%
▲ 6.02%▲ 2.69%▲ 3.31%
▼ 12.86%▼ 1.27%▼ 6.52%
▼ 1.80%▼ 5.57%▼ 4.16%
▲ 1.74%▼ 0.87%▼ 1.94%
▼ 0.19%▲ 1.77%▲ 2.66%

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%
▼ 33.97%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▼ 14.26%
1
Open
Dec 24, 2024
McKesson
0.01%
▲ 56.07%
6
Sell
Sep 28, 2024
Chord Energy
2.62%
▼ 32.21%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
2.07%
▲ 4.95%
21
Buy
Sep 28, 2024
Alphabet Class A
2.21%
▲ 9.10%
5
Buy
Sep 28, 2024
Meta Platforms
5.72%
▲ 70.76%
5
Buy
Sep 28, 2024
Carlisle Companies
5.45%
▲ 29.44%
7
Buy
Sep 28, 2024
Rio Tinto
1.9%
▼ 0.73%
5
Buy
Sep 28, 2024
Ford Motor
1.04%
▼ 3.22%
6
Buy
Sep 28, 2024
Shell
1.34%
▲ 7.03%
6
Buy
Sep 28, 2024
Teekay Tankers
2.31%
▲ 7.41%
5
Buy
Sep 28, 2024
TJX Companies
4.4%
▲ 33.38%
5
Buy
Sep 28, 2024
NextEra Energy
3.49%
▲ 7.34%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 33.31%
4
Sell
Sep 28, 2024
Amazon
3.17%
▲ 19.84%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.96%
▲ 2.65%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
2.09%
▼ 6.05%
2
Buy
Sep 28, 2024