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IBKR Margin - New Portfolio

IBKR Margin
Individual Investor
Ranked #406,014 out of 804,349 TipRanks' Investors
Success Rate
51%
21 out of 41
profitable transactions
Average Return
2.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.57%
6-Month Return-
12-Month Return-
YTD Return▲ 7.32%
Total Return▲ 7.32%

Best Trade

Opened at
Closed at
Gain▲ 45.75%

Bio

Positional Investing of Stocks in Margin account

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.11%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 6.14%
May 2025
▲ 4.89%
▲ 1.38%
▲ 0.01%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.83%▼ 0.87%▲ 1.11%
▲ 12.21%▲ 6.28%▲ 6.14%
▲ 4.89%▲ 1.38%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roundhill Magnificent Seven ETF
51.04%
▲ 0.40%
9
Sell
Jun 13, 2025
PepsiCo
6.85%
▼ 9.44%
2
Buy
Jun 11, 2025
Porch Group
▼ 8.98%
3
Sell
Jun 01, 2025
Ouster
▲ 12.00%
2
Sell
Jun 01, 2025
Apple
1.88%
▲ 3.96%
6
Sell
May 30, 2025
Comcast
8.19%
▼ 3.75%
3
Buy
May 22, 2025
Rogers Communication
▲ 22.99%
2
Close
May 21, 2025
CDW
1.62%
▼ 11.92%
1
Buy
May 19, 2025
Owens Corning
3.74%
▼ 9.40%
1
Buy
May 19, 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
SPDR Portfolio S&P 500 ETF
▲ 2.00%
8
Sell
May 15, 2025
Netflix
▼ 2.95%
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
Charter Communications
▲ 5.27%
2
Sell
May 03, 2025