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Joint Tenant - New Portfolio

PerformancePortfolio Details

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #458,300 out of 781,066 TipRanks' Investors
Success Rate
44%
41 out of 93
profitable transactions
Average Return
-1.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return-
12-Month Return-
YTD Return▲ 1.50%
Total Return▲ 11.54%

Best Trade

AssetADF Group I... (DRX)
Opened at
Closed at-
Gain▲ 44.30%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
―
Jun 2024
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.91%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.07%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.68%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%―
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.52%
▲ 10.00%▼ 0.89%▲ 2.91%
▲ 26.04%▲ 5.96%▲ 5.07%
▲ 5.93%▼ 2.41%▼ 3.68%
▲ 9.79%▲ 0.95%▲ 1.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DRX
ADF Group Inc. SV
1.24%
▲ 22.64%
5
Buy
Nov 27, 2024
NVGS
Navigator Holdings
1.72%
▲ 3.83%
1
Buy
Nov 27, 2024
IMXI
International Money Express
1.99%
▲ 15.34%
1
Buy
Nov 27, 2024
VAL
Valaris
4.13%
▼ 2.51%
1
Buy
Nov 27, 2024
BABA
Alibaba
7.32%
▼ 3.62%
3
Buy
Nov 22, 2024
TFX
Teleflex
5.61%
▼ 7.30%
6
Buy
Nov 21, 2024
AMPH
Amphastar Pharmaceuticals
0.25%
▼ 20.07%
2
Buy
Nov 18, 2024
KBDC
Kayne Anderson BDC, Inc.
3.79%
▲ 2.39%
5
Buy
Nov 18, 2024
EVVTY
Evolution Gaming Group AB
8.33%
▼ 18.47%
9
Buy
Nov 18, 2024
SJM
JM Smucker
1.41%
▼ 10.63%
3
Buy
Nov 14, 2024
OXY
Occidental Petroleum
8.94%
▲ 2.76%
2
Buy
Nov 14, 2024
SSNC
SS&C Technologies Holdings
0.27%
▲ 5.57%
1
Buy
Nov 13, 2024
VZ
Verizon
2.67%
▼ 5.40%
2
Buy
Nov 13, 2024
EEFT
Euronet Worldwide
3.42%
▼ 1.35%
4
Buy
Nov 13, 2024
TDW
Tidewater
2.87%
▼ 4.13%
1
Buy
Nov 12, 2024
ENS
EnerSys
3.72%
▼ 0.28%
3
Buy
Nov 12, 2024
SIRI
Sirius XM Holdings
5.36%
▼ 11.77%
14
Buy
Nov 12, 2024
MSDL
Morgan Stanley Direct Lending Fund
17.87%
▲ 7.32%
9
Buy
Nov 12, 2024
AFG
American Financial Group
2.79%
▲ 1.05%
5
Buy
Nov 05, 2024
SKWD
Skyward Specialty Insurance Group, Inc.
0.15%
▲ 0.43%
1
Buy
Oct 31, 2024