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Judy 6835 - New Portfolio

Bob Boyer

Judy 6835
Individual Investor
Ranked #242,101 out of 809,067 TipRanks' Investors
Success Rate
86%
12 out of 14
profitable transactions
Average Return
6.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.49%
6-Month Return-
12-Month Return-
YTD Return▲ 6.19%
Total Return▲ 6.19%

Best Trade

Opened at
Closed at-
Gain▲ 19.16%

Bio

Performance

18.34%0-18.34%
▲ 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%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.26%
Jun 2025
▲ 18.34%
▲ 1.57%
▲ 3.84%
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%
▲ 6.24%▲ 5.14%▲ 2.26%
▲ 18.34%▲ 1.57%▲ 3.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
▲ 6.93%
2
Close
Jul 20, 2025
Energy Transfer
14.08%
▼ 3.75%
2
Buy
Jul 20, 2025
MPLX
5.51%
▼ 1.38%
2
Buy
Jul 20, 2025
Blue Owl Capital
9.36%
▲ 6.86%
2
Buy
Jul 20, 2025
Rithm Capital
14.8%
▲ 8.13%
2
Buy
Jul 20, 2025
Enbridge
2.8%
0.00%
1
Open
Jul 20, 2025
Nvidia
11.76%
▲ 19.16%
2
Sell
Jul 07, 2025
Arbor Realty
1.39%
▲ 8.00%
1
Open
Jun 16, 2025
Ares Capital
10.07%
▲ 8.86%
1
Open
Jun 16, 2025
Blackstone Secured Lending Fund
7.03%
▲ 6.43%
1
Open
Jun 16, 2025
Eaton Vance Enhanced Equity Income Fund
3.21%
▲ 2.43%
1
Open
Jun 16, 2025
Eaton Vance Tax-Managed Diversified Equity Income Fund
5.3%
▲ 3.64%
1
Open
Jun 16, 2025
Fidus Investment
8.29%
▲ 11.43%
1
Open
Jun 16, 2025
FS KKR Capital
5.2%
▲ 10.36%
1
Open
Jun 16, 2025
Starwood Property
1.22%
▲ 0.22%
1
Open
Jun 16, 2025