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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #353,885 out of 809,057 TipRanks' Investors
Success Rate
67%
12 out of 18
profitable transactions
Average Return
3.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.83%
6-Month Return-
12-Month Return-
YTD Return▲ 3.57%
Total Return▲ 3.57%

Best Trade

Opened at
Closed at-
Gain▲ 11.43%

Bio

Performance

16.05%0-16.05%
▲ 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%
▲ 1.42%
Jun 2025
▲ 16.05%
▲ 1.57%
▲ 2.12%
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%▲ 1.42%
▲ 16.05%▲ 1.57%▲ 2.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbor Realty
2.78%
▲ 8.00%
1
Open
Jun 16, 2025
Starwood Property
10.24%
▲ 0.22%
1
Open
Jun 16, 2025
Rithm Capital
7.7%
▲ 8.13%
1
Open
Jun 16, 2025
PulteGroup
0.05%
▲ 6.32%
1
Open
Jun 16, 2025
Blue Owl Capital
7.49%
▲ 6.86%
1
Open
Jun 16, 2025
MPLX
5.04%
▼ 1.38%
1
Open
Jun 16, 2025
Altria Group
5.41%
▼ 1.33%
1
Open
Jun 16, 2025
Hercules Capital
11.51%
▲ 8.17%
1
Open
Jun 16, 2025
FS KKR Capital
5.55%
▲ 10.36%
1
Open
Jun 16, 2025
Fidus Investment
2.71%
▲ 11.43%
1
Open
Jun 16, 2025
Energy Transfer
5.2%
▼ 3.75%
1
Open
Jun 16, 2025
Enterprise Products Partners
7.78%
▼ 0.57%
1
Open
Jun 16, 2025
Enbridge
4.48%
▼ 1.89%
1
Open
Jun 16, 2025
Bank Of Nova Scotia
12.74%
▲ 2.06%
1
Open
Jun 16, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
1.96%
▲ 0.40%
1
Open
Jun 16, 2025
Ares Capital
3.46%
▲ 8.86%
1
Open
Jun 16, 2025
Trinity Capital
4.46%
▲ 7.95%
1
Open
Jun 16, 2025
Zscaler
1.43%
▼ 5.34%
1
Open
Jun 16, 2025