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IBKR Margin - New Portfolio

IBKR Margin
Individual Investor
Ranked #334,327 out of 833,195 TipRanks' Investors
Success Rate
63%
26 out of 41
profitable transactions
Average Return
7.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.43%
6-Month Return▲ 20.84%
12-Month Return-
YTD Return▲ 29.95%
Total Return▲ 29.95%

Best Trade

Opened at
Closed at
Gain▲ 45.75%

Bio

Positional Investing of Stocks in Margin account

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.04%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.55%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.39%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 0.25%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.14%
▲ 9.25%▲ 5.14%▲ 3.92%
▲ 7.60%▲ 2.30%▲ 4.29%
▲ 2.76%▲ 2.05%▲ 4.04%
▲ 12.88%▲ 3.56%▲ 3.57%
▲ 10.96%▲ 2.38%▲ 3.55%
▼ 3.57%▲ 0.19%▲ 0.39%
▼ 1.96%▼ 0.12%▼ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Comcast
▼ 1.09%
4
Close
Jun 27, 2025
CDW
▼ 8.15%
2
Close
Jun 27, 2025
Owens Corning
▼ 4.79%
2
Close
Jun 27, 2025
PayPal Holdings
▲ 1.44%
2
Close
Jun 26, 2025
PepsiCo
6.53%
▲ 3.95%
3
Sell
Jun 25, 2025
Roundhill Magnificent Seven ETF
49.32%
▲ 15.32%
10
Sell
Jun 25, 2025
Porch Group
▼ 8.98%
3
Sell
Jun 01, 2025
Ouster
▲ 12.00%
2
Sell
Jun 01, 2025
Apple
4.02%
▲ 16.69%
6
Sell
May 30, 2025
Rogers Communication
▲ 22.99%
2
Close
May 21, 2025
Lululemon Athletica
▲ 4.71%
2
Sell
May 16, 2025
Alphabet Class A
▲ 0.09%
3
Sell
May 16, 2025
Advanced Micro Devices
▲ 11.29%
2
Close
May 15, 2025
Datadog
▲ 5.36%
2
Close
May 15, 2025
State Street SPDR Portfolio S&P 500 ETF
▲ 2.00%
8
Close
May 15, 2025
Netflix
▼ 2.96%
2
Sell
May 14, 2025
Nvidia
▲ 5.89%
3
Sell
May 14, 2025
Telus
▲ 45.75%
2
Close
May 11, 2025
Tesla
▲ 4.94%
2
Sell
May 11, 2025
iShares India 50 ETF
▲ 4.71%
2
Close
May 08, 2025