tiprankstipranks

Bob - New Portfolio

PerformancePortfolio Details

Bo

Bob
Individual Investor
Ranked #118,197 out of 858,885 TipRanks' Investors
Success Rate
73%
275 out of 376
profitable transactions
Average Return
6.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.52%
6-Month Return▲ 7.72%
12-Month Return▲ 26.61%
YTD Return▲ 6.31%
Total Return▲ 31.73%

Best Trade

AssetCircle Inte... (CRCL)
Opened at
Closed at
Gain▲ 76.41%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.47%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.62%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.57%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.71%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.32%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.62%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.80%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.78%
▲ 10.96%▲ 2.38%▲ 0.47%
▼ 3.68%▲ 0.19%▼ 0.62%
▼ 0.10%▲ 0.08%▲ 0.57%
▲ 4.06%▲ 1.47%▲ 1.71%
▼ 1.12%▼ 0.86%▲ 3.32%
▲ 0.60%▼ 4.94%▼ 0.62%
▲ 4.89%▲ 4.48%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPD
Enterprise Products Partners
1.67%
▲ 25.34%
16
Buy
Apr 11, 2026
ADP
Automatic Data Processing
0.94%
0.00%
1
Open
Apr 10, 2026
PFF
iShares Preferred & Income Securities ETF
3.06%
▲ 2.87%
15
Sell
Apr 08, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
3.48%
▲ 7.90%
8
Buy
Apr 08, 2026
AMLP
Alerian MLP ETF
5.33%
▲ 11.56%
9
Buy
Apr 08, 2026
XMPT
VanEck CEF Muni Income ETF
3.58%
▼ 0.50%
7
Buy
Apr 08, 2026
CRBG
Corebridge Financial, Inc.
2.43%
▲ 2.57%
6
Buy
Apr 08, 2026
PG
Procter & Gamble
―
▼ 1.03%
2
Close
Apr 07, 2026
IBIT
IShares Bitcoin Trust Registered
0.93%
▲ 6.01%
4
Sell
Apr 04, 2026
BX
Blackstone Group
4.28%
▲ 4.22%
10
Buy
Apr 04, 2026
IEP
Icahn Enterprises
―
▼ 5.46%
13
Close
Mar 30, 2026
DOW
Dow Inc
―
▲ 14.39%
10
Close
Mar 30, 2026
QCOM
Qualcomm
2.23%
▼ 7.95%
12
Buy
Mar 28, 2026
MFM
MFS Municipal Income Trust
―
▲ 2.64%
9
Close
Mar 28, 2026
BIZD
VanEck BDC Income ETF
1.63%
▼ 1.71%
7
Buy
Mar 28, 2026
CRCL
Circle Internet Group, Inc. Class A
1.09%
▲ 35.25%
10
Open
Mar 25, 2026
RSIVX
RiverPark Strategic Income Fund Retail Class
3.83%
▼ 0.06%
5
Sell
Mar 21, 2026
ORLY
O'Reilly Auto
1.62%
▲ 5.44%
2
Buy
Mar 21, 2026
NVO
Novo Nordisk
3.08%
▼ 0.40%
11
Buy
Mar 14, 2026
TLTW
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
7.82%
▲ 2.50%
19
Buy
Mar 13, 2026