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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #339,605 out of 781,066 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
6.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.48%
6-Month Return▲ 6.09%
12-Month Return-
YTD Return▲ 3.27%
Total Return▲ 12.23%

Best Trade

Opened at
Closed at-
Gain▲ 65.76%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.47%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.23%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.48%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.47%
▲ 8.13%▲ 1.21%▲ 5.83%
▼ 13.14%▲ 2.34%▼ 0.66%
▲ 2.93%▲ 2.10%▲ 1.53%
▲ 10.00%▼ 0.89%▼ 1.23%
▲ 26.04%▲ 5.96%▲ 6.85%
▲ 5.93%▼ 2.41%▼ 3.48%
▲ 9.79%▲ 0.95%▲ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
10.48%
▼ 3.68%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
15.4%
▲ 42.26%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
3.65%
▼ 0.88%
1
Buy
Jun 27, 2024
Stellus Capital
16.29%
▲ 6.95%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
46.46%
▲ 5.60%
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
4.6%
▲ 65.76%
1
Buy
Jun 07, 2024
Ares Commercial
2.25%
▼ 12.93%
3
Buy
May 29, 2024