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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #248,834 out of 848,151 TipRanks' Investors
Success Rate
79%
23 out of 29
profitable transactions
Average Return
7.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.32%
6-Month Return▲ 7.19%
12-Month Return-
YTD Return▲ 2.22%
Total Return▲ 10.51%

Best Trade

Opened at
Closed at-
Gain▲ 53.36%

Bio

Performance

12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.23%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.00%
Dec 2025
▲ 1.08%
▲ 1.94%
▲ 2.22%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 1.42%
▲ 7.60%▲ 2.30%▲ 1.93%
▲ 2.76%▲ 2.05%▲ 4.25%
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 10.96%▲ 2.38%▲ 1.76%
▼ 3.58%▲ 0.19%▲ 1.23%
▼ 0.10%▲ 0.08%▼ 2.00%
▲ 1.08%▲ 1.94%▲ 2.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PulteGroup
▲ 17.60%
2
Close
Dec 19, 2025
Bank Of Nova Scotia
13.69%
▲ 36.92%
2
Sell
Dec 19, 2025
Ares Capital
2.9%
▲ 0.69%
2
Sell
Dec 19, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 11.31%
2
Close
Dec 19, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 10.97%
2
Close
Dec 19, 2025
Meta Platforms
3.03%
▼ 2.55%
1
Open
Dec 19, 2025
Global Ship Lease
0.84%
▲ 15.61%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.97%
▲ 2.69%
1
Open
Sep 12, 2025
Symbotic
3.31%
▲ 53.36%
1
Open
Sep 12, 2025
Nvidia
9.64%
▲ 8.60%
2
Buy
Aug 01, 2025
Amazon
1.04%
▲ 14.77%
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
0.88%
▲ 24.14%
1
Open
Jul 20, 2025
Columbia Banking System
0.83%
▲ 21.35%
1
Open
Jul 20, 2025
Arbor Realty
1.83%
▼ 20.18%
1
Open
Jun 16, 2025
Rithm Capital
6.95%
▲ 5.56%
1
Open
Jun 16, 2025
Blue Owl Capital
5.92%
▼ 7.70%
1
Open
Jun 16, 2025
MPLX
4.93%
▲ 8.77%
1
Open
Jun 16, 2025
Altria Group
4.93%
▲ 3.02%
1
Open
Jun 16, 2025