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Rollover IRA -6978 - New Portfolio

PerformancePortfolio Details

Elie Joseph

Rollover IRA -6978
Individual Investor
Ranked #651,971 out of 859,402 TipRanks' Investors
Success Rate
50%
3 out of 6
profitable transactions
Average Return
-25.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.15%
6-Month Return▲ 18.74%
12-Month Return▲ 16.58%
YTD Return▲ 7.83%
Total Return▲ 15.79%

Best Trade

AssetGladstone I... (GAIN)
Opened at
Closed at-
Gain▲ 15.93%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▼ 4.94%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.03%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.88%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.47%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.17%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 2.64%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 11.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 4.94%
▲ 10.96%▲ 2.38%▲ 0.03%
▼ 3.68%▲ 0.19%▲ 3.88%
▼ 0.10%▲ 0.08%▼ 0.27%
▲ 4.06%▲ 1.47%▼ 2.47%
▼ 1.12%▼ 0.86%▼ 3.17%
▲ 0.60%▼ 4.94%▲ 2.64%
▲ 13.18%▲ 7.89%▲ 11.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLRC
SLR Investment Corp.
88.12%
▼ 27.68%
6
Buy
Apr 02, 2025
BHATF
Blue Hat Interactive Entertainment Technology
―
▼ 55.74%
2
Close
Mar 15, 2025
GAIN
Gladstone Investment
0.19%
▲ 15.93%
2
Sell
Sep 03, 2024