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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #220,328 out of 793,971 TipRanks' Investors
Success Rate
24 out of 38
profitable transactions
profitable transactions
Average Return
5.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.29%
6-Month Return▲ 26.39%
12-Month Return▲ 25.87%
YTD Return▼ 2.25%
Total Return▲ 27.69%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 8.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.23%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 11.63%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 3.55%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.30%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.22%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 8.29%
Mar 2025
▼ 13.14%▲ 2.34%▼ 8.12%
▲ 2.93%▲ 2.10%▲ 1.23%
▲ 10.00%▼ 0.89%▲ 11.63%
▲ 26.01%▲ 5.96%▲ 10.64%
▲ 5.33%▼ 2.41%▲ 3.55%
▲ 5.89%▲ 2.69%▲ 5.30%
▼ 12.86%▼ 1.27%▲ 1.22%
▼ 1.28%▼ 6.20%▼ 8.29%
Recent Activity
AGNC Investment
2.21%
▼ 5.88%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.61%
▼ 18.04%
1
Open
Feb 11, 2025
Rio Tinto
0.78%
▲ 0.49%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
2.4%
▲ 5.90%
3
Open
Jan 22, 2025
Dutch Bros Inc
6.75%
▲ 4.50%
1
Open
Jan 14, 2025
HASI
0.79%
▲ 6.87%
1
Open
Jan 04, 2025
Hercules Capital
1.83%
▼ 2.21%
1
Open
Jan 01, 2025
Walmart
1.4%
▼ 4.56%
1
Open
Dec 20, 2024
Archer Aviation
1.66%
▼ 12.01%
1
Open
Nov 28, 2024
Avalanche
―
▼ 20.38%
2
Close
Oct 23, 2024
Bitcoin
―
▲ 6.52%
3
Close
Oct 23, 2024
Coca-Cola
―
▲ 17.20%
2
Close
Oct 22, 2024
3M
―
▲ 52.20%
2
Close
Oct 22, 2024
Oxford Square Capital
―
▲ 4.42%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
Schwab US TIPS ETF
―
▲ 3.67%
2
Close
Oct 22, 2024
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024
Prospect Capital
―
▲ 7.38%
2
Close
Oct 22, 2024
Devon Energy
―
▼ 8.00%
2
Close
Oct 10, 2024
Green Plains
―
▼ 37.67%
2
Close
Oct 10, 2024