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IBKR Margin - New Portfolio

IBKR Margin
Individual Investor
Ranked #314,443 out of 858,971 TipRanks' Investors
Success Rate
66%
27 out of 41
profitable transactions
Average Return
6.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.07%
6-Month Return▲ 1.51%
12-Month Return-
YTD Return▼ 1.20%
Total Return▲ 27.31%

Best Trade

Opened at
Closed at
Gain▲ 45.75%

Bio

Positional Investing of Stocks in Margin account

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.55%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.06%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.85%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.57%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.26%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.57%
▲ 10.96%▲ 2.38%▲ 3.55%
▼ 3.68%▲ 0.19%▲ 0.36%
▼ 0.10%▲ 0.08%▼ 1.06%
▲ 4.06%▲ 1.47%▲ 1.21%
▼ 1.12%▼ 0.86%▼ 0.85%
▲ 0.60%▼ 4.94%▼ 5.57%
▲ 4.89%▲ 4.48%▲ 4.26%

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
7.15%
▲ 9.37%
3
Sell
Jun 25, 2025
Roundhill Magnificent Seven ETF
47.23%
▲ 9.47%
10
Sell
Jun 25, 2025
Porch Group
▼ 8.98%
3
Sell
Jun 01, 2025
Ouster
▲ 12.00%
2
Sell
Jun 01, 2025
Apple
3.96%
▲ 14.30%
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