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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #431,751 out of 793,101 TipRanks' Investors
Success Rate
23%
5 out of 22
profitable transactions
Average Return
-5.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.96%
6-Month Return-
12-Month Return-
YTD Return▼ 6.91%
Total Return▼ 10.34%

Best Trade

Opened at
Closed at-
Gain▲ 17.02%

Bio

NATS-IBKR

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.69%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.59%
Feb 2025
▲ 7.47%
▼ 3.09%
▼ 2.95%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.34%▼ 2.41%▼ 3.69%
▲ 5.88%▲ 2.69%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 6.59%
▲ 7.47%▼ 3.09%▼ 2.95%

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
▼ 1.07%
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
10.2%
▼ 4.10%
1
Open
Jan 03, 2025
Coherent Corp
8.14%
▼ 27.80%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
7.5%
▼ 30.20%
1
Open
Jan 03, 2025
Dell Technologies
8.82%
▼ 16.43%
1
Open
Jan 03, 2025
Goldman Sachs Group
12.31%
▲ 0.49%
1
Open
Jan 03, 2025
Iron Mountain
9.24%
▼ 13.99%
1
Open
Jan 03, 2025
Stride
11.97%
▲ 17.02%
1
Open
Jan 03, 2025
MasTec
9.78%
▼ 10.23%
1
Open
Jan 03, 2025