IBKR STOCKS - New Portfolio

Notaria 76 Proyectos

IBKR STOCKS
Individual Investor
Ranked #88,221 out of 766,394 TipRanks' Investors
Success Rate
75%
48 out of 64
profitable transactions
Average Return
10.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.17%
6-Month Return▲ 21.39%
12-Month Return▲ 45.98%
YTD Return▲ 28.28%
Total Return▲ 41.67%

Best Trade

Opened at
Closed at
Gain▲ 63.98%

Bio

Newbe

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.72%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.27%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.25%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.54%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.60%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.06%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 7.41%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.34%
▲ 11.46%▲ 5.06%▲ 1.72%
▼ 2.25%▲ 3.53%▲ 8.27%
▲ 25.72%▲ 1.21%▼ 3.25%
▼ 4.22%▲ 2.34%▼ 4.54%
▲ 7.82%▲ 2.10%▲ 9.60%
▲ 6.02%▼ 0.89%▲ 2.06%
▲ 22.71%▲ 5.30%▲ 7.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
15.65%
▲ 20.62%
8
Buy
Sep 23, 2024
PayPal Holdings
4.32%
▲ 2.21%
8
Buy
Sep 23, 2024
Meta Platforms
14.6%
▲ 22.14%
5
Open
Sep 23, 2024
Wynn Resorts
12.81%
▲ 0.01%
3
Open
Sep 23, 2024
Shopify
24.48%
▲ 6.81%
3
Open
Sep 23, 2024
Nvidia
3.7%
▲ 24.94%
2
Buy
Sep 23, 2024
SPDR S&P 500 ETF Trust
14.91%
▲ 5.11%
2
Buy
Sep 23, 2024
NEXTracker, Inc. Class A
9.53%
▲ 7.41%
1
Open
Sep 23, 2024
Apple
▲ 7.76%
4
Close
Jun 02, 2024
Bank of America
▲ 37.66%
7
Close
Jun 02, 2024
Tesla
▼ 27.95%
5
Close
Jun 02, 2024
Vanguard Real Estate ETF
▲ 3.17%
2
Close
Jun 02, 2024
Palo Alto Networks
▲ 23.09%
4
Close
Jun 02, 2024
JPMorgan Chase & Co.
▲ 21.74%
3
Close
Jun 02, 2024
Palantir Technologies
▲ 7.24%
6
Close
Jun 02, 2024
Honeywell International
▲ 2.53%
3
Close
Jun 02, 2024
CVS Health
▲ 16.12%
3
Close
Feb 25, 2024
Visa
▲ 24.86%
2
Close
Feb 25, 2024
Vanguard Total Stock Market ETF
▲ 15.94%
2
Close
Feb 25, 2024
Alphabet Class A
▲ 11.37%
2
Close
Feb 25, 2024