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CTO IBKR - New Portfolio

Sam

CTO IBKR
Individual Investor
Ranked #208,677 out of 807,765 TipRanks' Investors
Success Rate
65%
48 out of 74
profitable transactions
Average Return
6.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.59%
6-Month Return-
12-Month Return-
YTD Return▲ 16.78%
Total Return▲ 16.78%

Best Trade

Opened at
Closed at-
Gain▲ 104.66%

Bio

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

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.88%
May 2025
▲ 6.24%
▲ 5.14%
▲ 6.78%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 1.37%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 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%
▲ 12.56%▲ 0.93%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
StoneX Group
5.18%
▲ 0.62%
1
Open
Jun 26, 2025
The Ensign Group
▲ 11.50%
3
Close
Jun 25, 2025
Aecom Technology
▲ 3.73%
2
Close
Jun 25, 2025
Quanta Services
12.99%
▲ 2.62%
1
Open
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
Catalyst Pharma
▼ 6.11%
2
Close
Jun 12, 2025
Progressive
▼ 6.50%
3
Close
Jun 11, 2025
Amphenol
▲ 12.79%
3
Close
Jun 11, 2025
Stryker
▼ 0.52%
3
Close
Jun 11, 2025
Arista Networks
▲ 3.14%
3
Close
Jun 11, 2025