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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #454,014 out of 799,702 TipRanks' Investors
Success Rate
32%
7 out of 22
profitable transactions
Average Return
-0.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 24.68%
6-Month Return-
12-Month Return-
YTD Return▲ 5.84%
Total Return▲ 1.94%

Best Trade

Opened at
Closed at-
Gain▲ 44.20%

Bio

NATS-IBKR

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.27%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 5.91%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 14.83%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.41%▼ 2.41%▼ 3.69%
▲ 6.02%▲ 2.69%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 6.59%
▼ 1.80%▼ 5.57%▼ 9.27%
▲ 1.73%▼ 0.87%▲ 5.91%
▲ 14.05%▲ 6.48%▲ 14.83%

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
9.29%
▼ 3.26%
1
Open
Jan 03, 2025
Coherent Corp
7.54%
▼ 26.02%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
8.07%
▼ 16.94%
1
Open
Jan 03, 2025
Dell Technologies
9.13%
▼ 3.78%
1
Open
Jan 03, 2025
Goldman Sachs Group
11.87%
▲ 7.23%
1
Open
Jan 03, 2025
Iron Mountain
9.33%
▼ 3.94%
1
Open
Jan 03, 2025
Stride
13.33%
▲ 44.20%
1
Open
Jan 03, 2025
MasTec
10.59%
▲ 7.55%
1
Open
Jan 03, 2025