Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #92,817 out of 757,311 TipRanks' Investors
Success Rate
91%
20 out of 22
profitable transactions
Average Return
5.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.54%
6-Month Return-
12-Month Return-
YTD Return▲ 6.88%
Total Return▲ 6.88%

Best Trade

Opened at
Closed at-
Gain▲ 18.18%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.83%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.46%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.11%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.43%
▼ 2.25%▲ 3.53%▼ 1.06%
▲ 25.76%▲ 1.21%▲ 5.83%
▼ 4.21%▲ 2.34%▼ 0.46%
▲ 2.65%▼ 0.40%▲ 2.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
11.36%
▲ 0.92%
3
Buy
Aug 14, 2024
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
Energy Transfer
12.6%
▲ 12.96%
2
Buy
Jul 22, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
AGNC Investment
4.11%
▲ 9.95%
1
Buy
Jun 27, 2024
Stellus Capital
16.01%
▲ 2.83%
4
Buy
Jun 26, 2024
Guggenheim Strategic Opportunities Fund
48.62%
▲ 6.50%
3
Buy
Jun 26, 2024
Vodafone
▲ 2.67%
2
Sell
Jun 18, 2024
Nextera Energy Partners
▼ 13.78%
2
Close
Jun 17, 2024
Kinder Morgan
3.36%
▲ 18.18%
1
Buy
Jun 07, 2024
Ares Commercial
3.04%
▲ 12.47%
3
Buy
May 29, 2024