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Individual - New Portfolio

Alan Mosteller

Individual
Individual Investor
Ranked #481,613 out of 859,217 TipRanks' Investors
Success Rate
54%
15 out of 28
profitable transactions
Average Return
1.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.89%
6-Month Return▼ 0.45%
12-Month Return▲ 30.14%
YTD Return▼ 1.47%
Total Return▲ 27.72%

Best Trade

Opened at
Closed at-
Gain▲ 95.20%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.71%
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%
▲ 4.53%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.59%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.68%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 8.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.71%
▲ 10.96%▲ 2.38%▲ 0.18%
▼ 3.68%▲ 0.19%▲ 2.33%
▼ 0.10%▲ 0.08%▼ 1.65%
▲ 4.06%▲ 1.47%▲ 4.53%
▼ 1.12%▼ 0.86%▼ 2.59%
▲ 0.60%▼ 4.94%▼ 10.68%
▲ 10.48%▲ 6.78%▲ 8.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
17.38%
▲ 3.28%
3
Buy
Mar 19, 2025
Horizon Technology
9.68%
▼ 49.61%
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
29.21%
▲ 86.12%
2
Buy
Mar 12, 2025
Ares Commercial
12.67%
▼ 18.07%
4
Buy
Mar 11, 2025
Energy Transfer
15.3%
▲ 31.33%
3
Sell
Mar 11, 2025
Guggenheim Strategic Opportunities Fund
14.14%
▼ 20.35%
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