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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #342,168 out of 817,942 TipRanks' Investors
Success Rate
64%
18 out of 28
profitable transactions
Average Return
8.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.27%
6-Month Return▲ 16.24%
12-Month Return▲ 21.20%
YTD Return▲ 17.21%
Total Return▲ 27.20%

Best Trade

Opened at
Closed at-
Gain▲ 156.82%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▲ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.17%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.12%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.67%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.88%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 0.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.39%
Aug 2025
▲ 7.90%
▲ 1.95%
▲ 2.62%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▲ 1.83%
▼ 1.80%▼ 5.57%▼ 3.17%
▲ 1.84%▼ 0.87%▼ 6.12%
▲ 12.20%▲ 6.28%▲ 12.67%
▲ 6.24%▲ 5.14%▲ 3.88%
▲ 27.87%▲ 2.30%▼ 0.40%
▲ 4.87%▲ 2.05%▲ 2.39%
▲ 7.90%▲ 1.95%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
14.48%
▼ 0.70%
3
Buy
Mar 19, 2025
Horizon Technology
12.31%
▼ 26.01%
2
Buy
Mar 19, 2025
Kinder Morgan
▲ 44.44%
2
Close
Mar 12, 2025
Stellus Capital
▲ 3.28%
5
Close
Mar 12, 2025
Ellington Financial
▲ 0.23%
4
Close
Mar 12, 2025
IonQ
33.3%
▲ 144.88%
2
Buy
Mar 12, 2025
Ares Commercial
10.21%
▼ 22.03%
4
Buy
Mar 11, 2025
Energy Transfer
12.38%
▲ 22.63%
3
Sell
Mar 11, 2025
Guggenheim Strategic Opportunities Fund
15.92%
▲ 3.53%
4
Sell
Mar 11, 2025
Verizon
▼ 2.30%
2
Close
Jul 23, 2024
GameStop
▲ 0.66%
3
Sell
Jun 27, 2024
Vodafone
▲ 2.67%
2
Close
Jun 18, 2024
XPLR Infrastructure
▼ 13.78%
2
Close
Jun 17, 2024