Curtis Dismore - Rollover IRA Brokerage Account - ****0074 - New Portfolio

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #270,349 out of 794,584 TipRanks' Investors
Success Rate
35%
12 out of 34
profitable transactions
Average Return
27.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.36%
6-Month Return▲ 86.04%
12-Month Return-
YTD Return▼ 15.66%
Total Return▲ 90.15%

Best Trade

Opened at
Closed at-
Gain▲ 506.12%

Bio

High risk

Performance

49.58%0-49.58%
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 46.37%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 49.58%
Dec 2024
▲ 5.87%
▲ 2.69%
▼ 0.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.97%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 12.79%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▲ 0.82%
▲ 26.01%▲ 5.96%▲ 46.37%
▲ 5.33%▼ 2.41%▲ 49.58%
▲ 5.87%▲ 2.69%▼ 0.04%
▼ 12.86%▼ 1.27%▼ 4.18%
▼ 1.80%▼ 5.57%▲ 0.97%
▼ 9.96%▼ 9.67%▼ 12.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
KKR & Co
2.49%
▼ 14.12%
3
Sell
Mar 25, 2025
Vanguard High Dividend Yield Index ETF
3.96%
▼ 9.76%
3
Buy
Mar 24, 2025
Nvidia
2.36%
▼ 17.38%
1
Buy
Mar 13, 2025
Coterra Energy
2.09%
▼ 5.35%
1
Buy
Mar 11, 2025
Global Ship Lease
5.54%
▼ 7.51%
3
Buy
Mar 07, 2025
Cohen & Steers Closed-End Opportunity Fund Inc
6.23%
▼ 11.43%
4
Buy
Mar 01, 2025
Targa Resources
3.4%
▼ 0.28%
2
Buy
Feb 18, 2025
Super Micro Computer
2.48%
▼ 24.85%
1
Buy
Feb 13, 2025
Vanguard Russell 1000 Growth ETF
▲ 5.60%
3
Close
Jan 24, 2025
TSMC
3.09%
▲ 5.08%
2
Buy
Jan 11, 2025
Conocophillips
▲ 1.58%
2
Sell
Jan 07, 2025
Vanguard Small-Cap Growth ETF
5.69%
▼ 17.72%
4
Buy
Dec 27, 2024
Vanguard S&P 500 ETF
19.37%
▼ 0.35%
2
Buy
Dec 27, 2024
Dell Technologies
▼ 5.49%
2
Close
Dec 10, 2024
ServiceNow
4.81%
▲ 76.49%
1
Buy
Dec 07, 2024
D-Wave Quantum
13.21%
▲ 271.73%
4
Buy
Nov 26, 2024