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IBKR-01 - New Portfolio
IBKR-01
Individual Investor
Ranked #503,474 out of 832,562 TipRanks' Investors
Success Rate
9 out of 22
profitable transactions
profitable transactions
Average Return
7.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.23%
6-Month Return▲ 14.94%
12-Month Return▲ 19.84%
YTD Return▲ 24.35%
Total Return▲ 19.77%
Best Trade
Bio
NATS-IBKR
Performance
13.07%0-13.07%
▲ 11.63%
▲ 6.28%
▲ 13.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.46%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.10%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.73%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 3.79%
Nov 2025
▼ 0.68%
▼ 0.39%
▲ 0.40%
Dec 2025
▲ 11.63%▲ 6.28%▲ 13.07%
▲ 9.25%▲ 5.14%▲ 9.83%
▲ 7.60%▲ 2.30%▲ 4.46%
▲ 2.76%▲ 2.05%▼ 0.10%
▲ 12.88%▲ 3.56%▲ 6.98%
▲ 10.96%▲ 2.38%▲ 0.73%
▼ 3.57%▲ 0.19%▼ 3.79%
▼ 0.68%▼ 0.39%▲ 0.40%
Recent Activity
ARK Innovation ETF
―
▲ 1.41%
2
Close
Jan 03, 2025
Vanguard Total Bond Market ETF
―
▼ 1.59%
2
Close
Jan 03, 2025
Vanguard Total International Bond ETF
―
▼ 1.07%
2
Close
Jan 03, 2025
Amplify Online Retail ETF
―
▼ 3.92%
2
Close
Jan 03, 2025
Global X Lithium & Battery Tech ETF
―
▼ 8.03%
2
Close
Jan 03, 2025
Invesco QQQ Trust
―
▲ 0.49%
2
Close
Jan 03, 2025
SPDR S&P 500 ETF Trust
―
▼ 1.65%
2
Close
Jan 03, 2025
Vanguard S&P 500 ETF
―
▼ 1.62%
2
Close
Jan 03, 2025
Vanguard Total Stock Market ETF
―
▼ 2.14%
2
Close
Jan 03, 2025
Vanguard Value ETF
―
▼ 4.66%
2
Close
Jan 03, 2025
Vanguard Russell 2000 ETF
―
▼ 6.17%
2
Close
Jan 03, 2025
Vanguard Total International Stock ETF
―
▼ 3.12%
2
Close
Jan 03, 2025
Applied Industrial Technologies
8.64%
▲ 6.81%
1
Open
Jan 03, 2025
Coherent Corp
14.48%
▲ 67.97%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
16.14%
▲ 96.19%
1
Open
Jan 03, 2025
Dell Technologies
8.83%
▲ 10.82%
1
Open
Jan 03, 2025
Goldman Sachs Group
14.44%
▲ 56.47%
1
Open
Jan 03, 2025
Iron Mountain
6.47%
▼ 19.19%
1
Open
Jan 03, 2025
Stride
4.67%
▼ 40.35%
1
Open
Jan 03, 2025
MasTec
12.52%
▲ 50.23%
1
Open
Jan 03, 2025