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My Portfolio - New Portfolio
Gene
My PortfolioIndividual Investor
Ranked #119,302 out of 788,174 TipRanks' Investors
Success Rate
30 out of 38
profitable transactions
profitable transactions
Average Return
13.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.91%
6-Month Return▲ 43.52%
12-Month Return-
YTD Return▲ 9.52%
Total Return▲ 43.13%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.12%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.23%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 11.55%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.64%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 3.67%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.99%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 4.32%
Feb 2025
▲ 8.13%▲ 1.21%▲ 4.77%
▼ 13.14%▲ 2.34%▼ 8.12%
▲ 2.93%▲ 2.10%▲ 1.23%
▲ 9.99%▼ 0.89%▲ 11.55%
▲ 26.03%▲ 5.96%▲ 10.64%
▲ 5.97%▼ 2.41%▲ 3.67%
▲ 5.25%▲ 2.69%▲ 4.99%
▼ 9.08%▲ 1.42%▲ 4.32%
Recent Activity
AGNC Investment
0.78%
▲ 0.96%
1
Open
Feb 14, 2025
Kaiser Aluminum
0.67%
▲ 1.19%
1
Open
Feb 11, 2025
Rio Tinto
0.75%
▲ 3.78%
1
Open
Feb 07, 2025
Blackstone Secured Lending Fund
2.37%
▲ 7.57%
3
Open
Jan 22, 2025
Dutch Bros Inc
3.91%
▲ 38.85%
1
Open
Jan 14, 2025
HASI
0.71%
▲ 5.81%
1
Open
Jan 04, 2025
Hercules Capital
1.86%
▲ 6.53%
1
Open
Jan 01, 2025
Walmart
1.41%
▲ 5.39%
1
Open
Dec 20, 2024
Archer Aviation
1.98%
▲ 25.37%
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
―
▲ 4.40%
2
Close
Oct 22, 2024
Verizon
―
▲ 9.02%
2
Close
Oct 22, 2024
Schwab US TIPS ETF
―
▲ 3.68%
2
Close
Oct 22, 2024
Broadcom
―
▲ 11.74%
2
Close
Oct 22, 2024
Prospect Capital
―
▲ 7.39%
2
Close
Oct 22, 2024
Devon Energy
―
▼ 8.00%
2
Close
Oct 10, 2024
Green Plains
―
▼ 37.67%
2
Close
Oct 10, 2024