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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #201,680 out of 769,603 TipRanks' Investors
Success Rate
77%
17 out of 22
profitable transactions
Average Return
7.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.47%
6-Month Return▲ 16.09%
12-Month Return-
YTD Return▲ 11.57%
Total Return▲ 11.57%

Best Trade

Opened at
Closed at-
Gain▲ 55.81%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.48%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.35%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.00%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.43%
▼ 2.25%▲ 3.53%▼ 0.48%
▲ 25.72%▲ 1.21%▲ 5.83%
▼ 4.22%▲ 2.34%▼ 0.66%
▲ 7.82%▲ 2.10%▲ 1.54%
▲ 5.70%▼ 0.89%▼ 1.35%
▲ 37.60%▲ 4.40%▲ 6.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
10.41%
▼ 3.91%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
14.42%
▲ 33.71%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
3.68%
▲ 0.46%
1
Buy
Jun 27, 2024
Stellus Capital
15.66%
▲ 3.28%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
47.97%
▲ 9.46%
3
Buy
Jun 26, 2024
Vodafone
▲ 2.67%
2
Close
Jun 18, 2024
Nextera Energy Partners
▼ 13.78%
2
Close
Jun 17, 2024
Kinder Morgan
4.31%
▲ 55.81%
1
Buy
Jun 07, 2024
Ares Commercial
2.69%
▲ 4.54%
3
Buy
May 29, 2024