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My Portfolio - New Portfolio

PerformancePortfolio Details

Gene

My Portfolio
Individual Investor
Ranked #158,948 out of 781,066 TipRanks' Investors
Success Rate
74%
25 out of 34
profitable transactions
Average Return
11.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.99%
6-Month Return▲ 27.01%
12-Month Return-
YTD Return▲ 2.22%
Total Return▲ 33.45%

Best Trade

AssetReddit Inc ... (RDDT)
Opened at
Closed at-
Gain▲ 193.19%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.30%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.22%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 11.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.22%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.30%
▲ 8.13%▲ 1.21%▲ 4.77%
▼ 13.14%▲ 2.34%▼ 8.12%
▲ 2.93%▲ 2.10%▲ 1.22%
▲ 10.00%▼ 0.89%▲ 11.55%
▲ 26.04%▲ 5.96%▲ 10.64%
▲ 5.93%▼ 2.41%▲ 3.55%
▲ 9.79%▲ 0.95%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BROS
Dutch Bros Inc
0.81%
▲ 1.05%
1
Open
Jan 14, 2025
HASI
HASI
0.76%
▲ 2.05%
1
Open
Jan 04, 2025
HTGC
Hercules Capital
1.94%
▲ 1.82%
1
Open
Jan 01, 2025
WMT
Walmart
1.48%
▼ 0.33%
1
Open
Dec 20, 2024
ACHR
Archer Aviation
2.07%
▲ 9.16%
1
Open
Nov 28, 2024
AVAX-USD
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
BTC-USD
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024
BXSL
Blackstone Secured Lending Fund
―
▲ 9.78%
2
Close
Oct 22, 2024
KO
Coca-Cola
―
▲ 17.20%
2
Close
Oct 22, 2024
MMM
3M
―
▲ 52.20%
2
Close
Oct 22, 2024
OXSQ
Oxford Square Capital
―
▲ 4.38%
2
Close
Oct 22, 2024
VZ
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
SCHP
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
AVGO
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024
PSEC
Prospect Capital
―
▲ 7.39%
2
Close
Oct 22, 2024
DVN
Devon Energy
―
▼ 8.00%
2
Close
Oct 10, 2024
GPRE
Green Plains
―
▼ 37.67%
2
Close
Oct 10, 2024
HRZN
Horizon Technology
―
▼ 1.93%
3
Close
Oct 10, 2024
REFI
Chicago Atlantic Real Estate ate Finance Inc
―
▲ 5.48%
3
Close
Oct 10, 2024
SOLV
Solventum Corporation
―
▲ 1.64%
3
Close
Oct 10, 2024