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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #333,010 out of 807,472 TipRanks' Investors
Success Rate
61%
17 out of 28
profitable transactions
Average Return
8.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.08%
6-Month Return▲ 16.94%
12-Month Return▲ 20.35%
YTD Return▲ 15.17%
Total Return▲ 24.98%

Best Trade

Opened at
Closed at-
Gain▲ 148.69%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.61%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.37%
Jan 2025
▼ 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%
▲ 3.89%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 2.83%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.61%
▲ 6.03%▲ 2.69%▲ 3.37%
▼ 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%▲ 3.89%
▲ 2.60%▲ 1.01%▲ 2.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
13.46%
▼ 7.78%
3
Buy
Mar 19, 2025
Horizon Technology
14.21%
▼ 14.74%
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
32.28%
▲ 137.12%
2
Buy
Mar 12, 2025
Ares Commercial
10.22%
▼ 22.03%
4
Buy
Mar 11, 2025
Energy Transfer
12.5%
▲ 23.68%
3
Sell
Mar 11, 2025
Guggenheim Strategic Opportunities Fund
15.93%
▲ 3.46%
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