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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #508,108 out of 834,043 TipRanks' Investors
Success Rate
41%
9 out of 22
profitable transactions
Average Return
8.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.81%
6-Month Return▲ 10.16%
12-Month Return▲ 25.46%
YTD Return▲ 26.10%
Total Return▲ 21.45%

Best Trade

Opened at
Closed at-
Gain▲ 99.89%

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
▲ 1.55%
▲ 1.31%
▲ 1.81%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 1.55%▲ 1.31%▲ 1.81%

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
8.63%
▲ 8.28%
1
Open
Jan 03, 2025
Coherent Corp
15.11%
▲ 77.92%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
16.19%
▲ 99.89%
1
Open
Jan 03, 2025
Dell Technologies
8.49%
▲ 8.23%
1
Open
Jan 03, 2025
Goldman Sachs Group
14.26%
▲ 56.93%
1
Open
Jan 03, 2025
Iron Mountain
6.38%
▼ 19.01%
1
Open
Jan 03, 2025
Stride
4.79%
▼ 37.85%
1
Open
Jan 03, 2025
MasTec
12.46%
▲ 51.86%
1
Open
Jan 03, 2025