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IBKR-01 - New Portfolio

PerformancePortfolio Details

IBKR-01
Individual Investor
Ranked #469,664 out of 788,174 TipRanks' Investors
Success Rate
36%
8 out of 22
profitable transactions
Average Return
-0.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.28%
6-Month Return-
12-Month Return-
YTD Return▲ 3.49%
Total Return▼ 0.33%

Best Trade

AssetStride (LRN)
Opened at
Closed at-
Gain▲ 29.64%

Bio

NATS-IBKR

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 26.04%
▲ 5.96%
―
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.98%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 0.48%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 9.99%▼ 0.89%―
▲ 26.04%▲ 5.96%―
▲ 5.81%▼ 2.41%▼ 3.69%
▲ 4.98%▲ 2.69%▲ 3.98%
▼ 8.93%▲ 1.85%▼ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ARKK
ARK Innovation ETF
―
▲ 1.41%
2
Close
Jan 03, 2025
BND
Vanguard Total Bond Market ETF
―
▼ 1.59%
2
Close
Jan 03, 2025
BNDX
Vanguard Total International Bond ETF
―
▼ 1.07%
2
Close
Jan 03, 2025
IBUY
Amplify Online Retail ETF
―
▼ 3.92%
2
Close
Jan 03, 2025
LIT
Global X Lithium & Battery Tech ETF
―
▼ 8.03%
2
Close
Jan 03, 2025
QQQ
Invesco QQQ Trust
―
▲ 0.49%
2
Close
Jan 03, 2025
SPY
SPDR S&P 500 ETF Trust
―
▼ 1.65%
2
Close
Jan 03, 2025
VOO
Vanguard S&P 500 ETF
―
▼ 1.62%
2
Close
Jan 03, 2025
VTI
Vanguard Total Stock Market ETF
―
▼ 2.14%
2
Close
Jan 03, 2025
VTV
Vanguard Value ETF
―
▼ 4.66%
2
Close
Jan 03, 2025
VTWO
Vanguard Russell 2000 ETF
―
▼ 6.17%
2
Close
Jan 03, 2025
VXUS
Vanguard Total International Stock ETF
―
▼ 3.12%
2
Close
Jan 03, 2025
AIT
Applied Industrial Technologies
10.13%
▲ 7.86%
1
Open
Jan 03, 2025
COHR
Coherent Corp
8.25%
▼ 18.83%
1
Open
Jan 03, 2025
CRDO
Credo Technology Group Holding Ltd
9.69%
▼ 1.53%
1
Open
Jan 03, 2025
DELL
Dell Technologies
9.66%
▲ 0.38%
1
Open
Jan 03, 2025
GS
Goldman Sachs Group
12.38%
▲ 10.71%
1
Open
Jan 03, 2025
IRM
Iron Mountain
8.67%
▼ 11.54%
1
Open
Jan 03, 2025
LRN
Stride
11.89%
▲ 29.64%
1
Open
Jan 03, 2025
MTZ
MasTec
8.87%
▼ 9.49%
1
Open
Jan 03, 2025