tiprankstipranks

IBKR - New Portfolio

D9AE8555

IBKR
Individual Investor
Ranked #501,959 out of 859,402 TipRanks' Investors
Success Rate
47%
8 out of 17
profitable transactions
Average Return
8.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.28%
6-Month Return▲ 3.88%
12-Month Return▲ 29.92%
YTD Return▼ 2.25%
Total Return▲ 10.67%

Best Trade

Opened at
Closed at-
Gain▲ 69.95%

Bio

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 0.60%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.81%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.15%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.20%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 3.70%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.25%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 8.49%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.60%
▲ 10.96%▲ 2.38%▼ 0.81%
▼ 3.68%▲ 0.19%▲ 1.15%
▼ 0.10%▲ 0.08%▲ 2.10%
▲ 4.06%▲ 1.47%▼ 0.20%
▼ 1.12%▼ 0.86%▼ 3.70%
▲ 0.60%▼ 4.94%▼ 6.25%
▲ 13.18%▲ 7.89%▲ 8.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bruker
5.88%
▼ 34.30%
1
Open
Dec 11, 2024
Wesco International
5.88%
▲ 59.17%
1
Open
Dec 11, 2024
Unity Software
5.88%
▼ 2.34%
1
Open
Dec 11, 2024
Paycom
5.88%
▼ 47.23%
1
Open
Dec 11, 2024
Nvidia
5.88%
▲ 42.43%
1
Open
Dec 11, 2024
Mercadolibre
5.88%
▼ 3.99%
1
Open
Dec 11, 2024
L3Harris Technologies
5.88%
▲ 57.92%
1
Open
Dec 11, 2024
Whirlpool
5.88%
▼ 51.53%
1
Open
Dec 11, 2024
Johnson Controls
5.88%
▲ 67.49%
1
Open
Dec 11, 2024
GE Healthcare Technologies Inc
5.88%
▼ 11.30%
1
Open
Dec 11, 2024
Fortinet
5.88%
▼ 15.95%
1
Open
Dec 11, 2024
Equifax
5.88%
▼ 26.77%
1
Open
Dec 11, 2024
Deere
5.88%
▲ 33.07%
1
Open
Dec 11, 2024
DoorDash
5.88%
▲ 1.66%
1
Open
Dec 11, 2024
Maplebear
5.88%
▲ 0.22%
1
Open
Dec 11, 2024
Alphabet Class C
5.88%
▲ 69.95%
1
Open
Dec 11, 2024
Warby Parker
5.88%
▼ 1.53%
1
Open
Dec 11, 2024