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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #384,840 out of 822,831 TipRanks' Investors
Success Rate
64%
18 out of 28
profitable transactions
Average Return
1.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.30%
6-Month Return-
12-Month Return-
YTD Return▲ 3.29%
Total Return▲ 3.29%

Best Trade

Opened at
Closed at-
Gain▲ 33.53%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 1.42%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.93%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 5.92%
▼ 1.98%
▼ 3.55%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 1.42%
▲ 7.60%▲ 2.30%▲ 1.93%
▲ 2.76%▲ 2.05%▲ 4.25%
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 5.92%▼ 1.98%▼ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.67%
▼ 14.16%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.82%
▼ 12.60%
1
Open
Sep 12, 2025
Symbotic
3.11%
▲ 33.53%
1
Open
Sep 12, 2025
Nvidia
9.9%
▲ 7.55%
2
Buy
Aug 01, 2025
Amazon
0.95%
▲ 0.75%
1
Open
Aug 01, 2025
Starwood Property
▲ 1.69%
2
Close
Jul 22, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
▲ 0.42%
2
Close
Jul 20, 2025
First Interstate Bancsystem
0.74%
▲ 1.07%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.82%
▲ 5.10%
1
Open
Jul 20, 2025
Columbia Banking System
0.73%
▲ 4.24%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.7%
▲ 3.37%
1
Open
Jul 20, 2025
Arbor Realty
2.77%
▲ 12.57%
1
Open
Jun 16, 2025
Rithm Capital
6.74%
▼ 1.39%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 17.65%
1
Open
Jun 16, 2025
Blue Owl Capital
5.91%
▼ 11.50%
1
Open
Jun 16, 2025
MPLX
4.66%
▼ 5.45%
1
Open
Jun 16, 2025
Altria Group
6.09%
▲ 14.99%
1
Open
Jun 16, 2025
Hercules Capital
9.76%
▼ 4.23%
1
Open
Jun 16, 2025
FS KKR Capital
3.45%
▼ 27.13%
1
Open
Jun 16, 2025
Fidus Investment
2.35%
▲ 1.26%
1
Open
Jun 16, 2025