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Joint Tenant - New Portfolio

PerformancePortfolio Details

Safe Harbor Stocks

Joint Tenant
Individual Investor
Ranked #465,177 out of 788,370 TipRanks' Investors
Success Rate
45%
42 out of 93
profitable transactions
Average Return
-0.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.58%
6-Month Return-
12-Month Return-
YTD Return▲ 9.37%
Total Return▲ 19.30%

Best Trade

AssetAlibaba (BABA)
Opened at
Closed at-
Gain▲ 67.60%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.52%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.91%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.07%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.39%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 8.70%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.62%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%▲ 5.52%
▲ 9.99%▼ 0.89%▲ 2.91%
▲ 26.03%▲ 5.96%▲ 5.07%
▲ 5.97%▼ 2.41%▼ 4.39%
▲ 5.25%▲ 2.69%▲ 8.70%
▼ 9.08%▲ 1.42%▲ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DRX
ADF Group Inc. SV
1.09%
▲ 9.29%
5
Buy
Nov 27, 2024
NVGS
Navigator Holdings
1.56%
▼ 2.46%
1
Buy
Nov 27, 2024
IMXI
International Money Express
1.64%
▼ 1.38%
1
Buy
Nov 27, 2024
VAL
Valaris
3.47%
▼ 15.21%
1
Buy
Nov 27, 2024
BABA
Alibaba
11.94%
▲ 62.76%
3
Buy
Nov 22, 2024
TFX
Teleflex
5.25%
▼ 10.17%
6
Buy
Nov 21, 2024
AMPH
Amphastar Pharmaceuticals
0.21%
▼ 29.96%
2
Buy
Nov 18, 2024
KBDC
Kayne Anderson BDC, Inc.
3.82%
▲ 6.74%
5
Buy
Nov 18, 2024
EVVTY
Evolution Gaming Group AB
8.28%
▼ 15.60%
9
Buy
Nov 18, 2024
SJM
JM Smucker
1.46%
▼ 3.75%
3
Buy
Nov 14, 2024
OXY
Occidental Petroleum
8.38%
▼ 0.30%
2
Buy
Nov 14, 2024
SSNC
SS&C Technologies Holdings
0.29%
▲ 19.15%
1
Buy
Nov 13, 2024
VZ
Verizon
2.84%
▲ 4.31%
2
Buy
Nov 13, 2024
EEFT
Euronet Worldwide
3.37%
▲ 0.51%
4
Buy
Nov 13, 2024
TDW
Tidewater
2.52%
▼ 13.15%
1
Buy
Nov 12, 2024
ENS
EnerSys
3.73%
▲ 3.62%
3
Buy
Nov 12, 2024
SIRI
Sirius XM Holdings
5.76%
▼ 1.94%
14
Buy
Nov 12, 2024
MSDL
Morgan Stanley Direct Lending Fund
16.68%
▲ 3.67%
9
Buy
Nov 12, 2024
AFG
American Financial Group
2.39%
▼ 10.40%
5
Buy
Nov 05, 2024
SKWD
Skyward Specialty Insurance Group, Inc.
0.16%
▲ 8.81%
1
Buy
Oct 31, 2024