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IBKR-01 - New Portfolio

IBKR-01
Individual Investor
Ranked #437,506 out of 858,971 TipRanks' Investors
Success Rate
46%
10 out of 22
profitable transactions
Average Return
24.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.62%
6-Month Return▲ 31.52%
12-Month Return▲ 92.93%
YTD Return▲ 33.68%
Total Return▲ 59.85%

Best Trade

Opened at
Closed at-
Gain▲ 189.84%

Bio

NATS-IBKR

Performance

13.91%0-13.91%
▲ 12.88%
▲ 3.56%
▲ 6.98%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.73%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.76%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.20%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.71%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 13.04%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.61%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 13.91%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 6.98%
▲ 10.96%▲ 2.38%▲ 0.73%
▼ 3.68%▲ 0.19%▼ 3.76%
▼ 0.10%▲ 0.08%▲ 0.20%
▲ 4.06%▲ 1.47%▲ 7.71%
▼ 1.12%▼ 0.86%▲ 13.04%
▲ 0.60%▼ 4.94%▼ 3.61%
▲ 7.53%▲ 5.50%▲ 13.91%

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
7.48%
▲ 20.78%
1
Open
Jan 03, 2025
Coherent Corp
19.16%
▲ 189.84%
1
Open
Jan 03, 2025
Credo Technology Group Holding Ltd
11.7%
▲ 85.61%
1
Open
Jan 03, 2025
Dell Technologies
9.84%
▲ 61.86%
1
Open
Jan 03, 2025
Goldman Sachs Group
11.08%
▲ 57.51%
1
Open
Jan 03, 2025
Iron Mountain
6.73%
▲ 10.56%
1
Open
Jan 03, 2025
Stride
5.14%
▼ 14.24%
1
Open
Jan 03, 2025
MasTec
15.92%
▲ 149.20%
1
Open
Jan 03, 2025