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

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #60,598 out of 781,066 TipRanks' Investors
Success Rate
83%
20 out of 24
profitable transactions
Average Return
53.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.28%
6-Month Return-
12-Month Return-
YTD Return▼ 2.19%
Total Return▲ 120.76%

Best Trade

Opened at
Closed at-
Gain▲ 403.82%

Bio

High risk

Performance

49.75%0-49.75%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.13%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.82%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 46.37%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 49.75%
Dec 2024
▲ 11.17%
▲ 1.96%
▼ 2.19%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%▲ 2.13%
▲ 10.00%▼ 0.89%▲ 0.82%
▲ 26.04%▲ 5.96%▲ 46.37%
▲ 5.93%▼ 2.41%▲ 49.75%
▲ 11.17%▲ 1.96%▼ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
3.9%
▲ 51.40%
2
Buy
Jan 11, 2025
Conocophillips
▲ 1.58%
2
Sell
Jan 07, 2025
Cohen & Steers Closed-End Opportunity Fund Inc
6.35%
▲ 4.85%
2
Buy
Jan 02, 2025
Vanguard Small-Cap Growth ETF
6.37%
▲ 5.03%
4
Buy
Dec 27, 2024
Vanguard Russell 1000 Growth ETF
7.88%
▲ 2.99%
2
Buy
Dec 27, 2024
Vanguard S&P 500 ETF
20.04%
▲ 17.62%
2
Buy
Dec 27, 2024
Vanguard High Dividend Yield Index ETF
3.88%
▲ 1.59%
2
Buy
Dec 24, 2024
Dell Technologies
▼ 5.49%
2
Close
Dec 10, 2024
Targa Resources
3.97%
▲ 60.82%
1
Buy
Dec 07, 2024
Global Ship Lease
4.53%
▲ 21.33%
1
Buy
Dec 07, 2024
ServiceNow
6.26%
▲ 162.05%
1
Buy
Dec 07, 2024
KKR & Co
8.41%
▲ 21.86%
1
Buy
Dec 07, 2024
D-Wave Quantum
9.62%
▲ 208.99%
4
Buy
Nov 26, 2024