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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #428,711 out of 781,066 TipRanks' Investors
Success Rate
46%
10 out of 22
profitable transactions
Average Return
0.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.46%
6-Month Return-
12-Month Return-
YTD Return▲ 4.66%
Total Return▲ 0.81%

Best Trade

Opened at
Closed at-
Gain▲ 10.54%

Bio

NATS-IBKR

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%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 4.66%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.93%▼ 2.41%▼ 3.69%
▲ 11.17%▲ 1.96%▲ 4.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
▼ 1.06%
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
9.9%
▲ 5.04%
1
Open
Jan 03, 2025
Coherent Corp
9.22%
▼ 7.48%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
10.51%
▲ 10.54%
1
Open
Jan 03, 2025
Dell Technologies
8.57%
▼ 8.56%
1
Open
Jan 03, 2025
Goldman Sachs Group
11.74%
▲ 7.90%
1
Open
Jan 03, 2025
Iron Mountain
9.9%
▲ 3.33%
1
Open
Jan 03, 2025
Stride
9.64%
▲ 6.55%
1
Open
Jan 03, 2025
MasTec
10.18%
▲ 5.67%
1
Open
Jan 03, 2025