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CTO IBKR - New Portfolio

Sam

CTO IBKR
Individual Investor
Ranked #258,343 out of 815,967 TipRanks' Investors
Success Rate
62%
48 out of 77
profitable transactions
Average Return
6.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.67%
6-Month Return-
12-Month Return-
YTD Return▲ 17.88%
Total Return▲ 17.88%

Best Trade

Opened at
Closed at-
Gain▲ 116.50%

Bio

A portfolio that I designed to ensure performance with a big part of stability as well so that risk is mitigated.

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.78%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 6.01%
Jul 2025
▲ 7.86%
▲ 2.66%
▼ 3.48%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%▲ 7.88%
▲ 6.24%▲ 5.14%▲ 6.78%
▲ 27.87%▲ 2.30%▲ 6.01%
▲ 7.86%▲ 2.66%▼ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astera Labs, Inc.
▼ 9.57%
2
Close
Aug 20, 2025
Palantir Technologies
▲ 22.34%
4
Close
Aug 12, 2025
Arista Networks
21.77%
▲ 1.44%
4
Open
Aug 07, 2025
Broadcom
▲ 38.35%
3
Close
Aug 05, 2025
Quanta Services
▲ 4.05%
2
Close
Aug 05, 2025
Carpenter Technology
▲ 8.36%
2
Close
Jul 31, 2025
StoneX Group
▲ 4.07%
2
Close
Jul 28, 2025
HEICO
▲ 21.19%
3
Close
Jul 01, 2025
Karman Holdings Inc.
▼ 2.88%
2
Close
Jul 01, 2025
TSS
▲ 11.34%
2
Close
Jun 27, 2025
Super Group (SGHC)
▲ 3.54%
2
Close
Jun 27, 2025
Visa
▼ 1.96%
3
Close
Jun 26, 2025
The Ensign Group
▲ 11.50%
3
Close
Jun 25, 2025
Aecom Technology
▲ 3.73%
2
Close
Jun 25, 2025
Hims & Hers Health
▼ 24.33%
2
Close
Jun 23, 2025
Grab
▼ 7.91%
2
Close
Jun 18, 2025
Badger Meter
▼ 0.69%
2
Close
Jun 18, 2025
Mastercard
▼ 1.17%
3
Close
Jun 13, 2025
CyberArk Software
▲ 5.99%
3
Close
Jun 13, 2025
WW Grainger
▲ 1.41%
3
Close
Jun 12, 2025