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TDA - New Portfolio

Gary G

TDA
Individual Investor
Ranked #71,152 out of 783,079 TipRanks' Investors
Success Rate
62%
146 out of 235
profitable transactions
Average Return
30.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.29%
6-Month Return▲ 10.67%
12-Month Return▲ 16.41%
YTD Return▲ 4.40%
Total Return▲ 36.10%

Best Trade

Opened at
Closed at-
Gain▲ 1284.13%

Bio

23 Equities

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.70%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.78%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.92%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.75%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.57%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 4.40%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.97%
▲ 8.13%▲ 1.21%▲ 5.70%
▼ 13.14%▲ 2.34%▼ 2.78%
▲ 2.93%▲ 2.10%▲ 1.92%
▲ 9.99%▼ 0.89%▼ 1.73%
▲ 26.04%▲ 5.96%▲ 8.75%
▲ 5.93%▼ 2.41%▼ 1.57%
▲ 2.91%▲ 3.15%▲ 4.40%

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%
▼ 9.93%
1
Open
Jan 13, 2025
Fission Uranium
▼ 30.29%
2
Close
Dec 24, 2024
Paladin Energy Ltd
0%
▲ 12.11%
1
Open
Dec 24, 2024
McKesson
0.01%
▲ 35.55%
6
Sell
Sep 28, 2024
Chord Energy
2.88%
▼ 17.04%
6
Buy
Sep 28, 2024
US Treasury 6 Month Bill ETF
1.82%
▲ 4.22%
21
Buy
Sep 28, 2024
Alphabet Class A
2.48%
▲ 39.33%
5
Buy
Sep 28, 2024
Meta Platforms
5.71%
▲ 94.17%
5
Buy
Sep 28, 2024
Carlisle Companies
4.76%
▲ 30.78%
7
Buy
Sep 28, 2024
Rio Tinto
1.65%
▼ 4.32%
5
Buy
Sep 28, 2024
Ford Motor
0.89%
▼ 8.17%
6
Buy
Sep 28, 2024
Shell
1.15%
▲ 3.38%
6
Buy
Sep 28, 2024
Teekay Tankers
1.83%
▼ 6.92%
5
Buy
Sep 28, 2024
TJX Companies
3.73%
▲ 29.07%
5
Buy
Sep 28, 2024
NextEra Energy
3.08%
▲ 6.81%
4
Buy
Sep 28, 2024
Digi International
0%
▲ 24.79%
4
Sell
Sep 28, 2024
Amazon
3.4%
▲ 47.83%
3
Buy
Sep 28, 2024
iShares 0-3 Month Treasury Bond ETF
1.71%
▲ 1.77%
2
Buy
Sep 28, 2024
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.89%
▼ 6.43%
2
Buy
Sep 28, 2024