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Individual - New Portfolio

PerformancePortfolio Details

Alan Mosteller

Individual
Individual Investor
Ranked #475,173 out of 859,402 TipRanks' Investors
Success Rate
54%
15 out of 28
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.06%
6-Month Return▲ 2.61%
12-Month Return▲ 30.11%
YTD Return▲ 0.76%
Total Return▲ 30.60%

Best Trade

AssetIonQ (IONQ)
Opened at
Closed at-
Gain▲ 143.89%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 3.72%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.52%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.59%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.68%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 10.79%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.72%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.68%▲ 0.19%▲ 2.33%
▼ 0.10%▲ 0.08%▼ 1.65%
▲ 4.06%▲ 1.47%▲ 4.52%
▼ 1.12%▼ 0.86%▼ 2.59%
▲ 0.60%▼ 4.94%▼ 10.68%
▲ 13.18%▲ 7.89%▲ 10.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC
AGNC Investment
17.38%
▲ 2.50%
3
Buy
Mar 19, 2025
HRZN
Horizon Technology
9.68%
▼ 52.90%
2
Buy
Mar 19, 2025
KMI
Kinder Morgan
―
▲ 44.44%
2
Close
Mar 12, 2025
SCM
Stellus Capital
―
▲ 3.28%
5
Close
Mar 12, 2025
EFC
Ellington Financial
―
▲ 0.23%
4
Close
Mar 12, 2025
IONQ
IonQ
29.21%
▲ 132.54%
2
Buy
Mar 12, 2025
ACRE
Ares Commercial
12.67%
▼ 18.29%
4
Buy
Mar 11, 2025
ET
Energy Transfer
15.3%
▲ 32.31%
3
Sell
Mar 11, 2025
GOF
Guggenheim Strategic Opportunities Fund
14.14%
▼ 22.15%
4
Sell
Mar 11, 2025
VZ
Verizon
―
▼ 2.30%
2
Close
Jul 23, 2024
GME
GameStop
―
▲ 0.66%
3
Sell
Jun 27, 2024
VOD
Vodafone
―
▲ 2.67%
2
Close
Jun 18, 2024
XIFR
XPLR Infrastructure
―
▼ 13.78%
2
Close
Jun 17, 2024