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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #250,235 out of 812,326 TipRanks' Investors
Success Rate
76%
19 out of 25
profitable transactions
Average Return
3.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.33%
6-Month Return-
12-Month Return-
YTD Return▲ 3.96%
Total Return▲ 3.96%

Best Trade

Opened at
Closed at-
Gain▲ 18.07%

Bio

Performance

27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 1.93%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.57%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.86%▲ 2.30%▲ 1.93%
▲ 0.42%▲ 0.11%▲ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
9.83%
▲ 6.14%
2
Buy
Aug 01, 2025
Amazon
0.98%
▲ 3.90%
1
Open
Aug 01, 2025
Starwood Property
▲ 1.70%
2
Close
Jul 22, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
▲ 0.42%
2
Close
Jul 20, 2025
First Interstate Bancsystem
0.71%
▼ 5.67%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.81%
▲ 0.98%
1
Open
Jul 20, 2025
Columbia Banking System
0.7%
▼ 2.31%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.7%
▲ 1.08%
1
Open
Jul 20, 2025
Arbor Realty
2.88%
▲ 13.29%
1
Open
Jun 16, 2025
Rithm Capital
7.77%
▲ 10.40%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 18.07%
1
Open
Jun 16, 2025
Blue Owl Capital
6.9%
▼ 0.29%
1
Open
Jun 16, 2025
MPLX
5.05%
▲ 0.02%
1
Open
Jun 16, 2025
Altria Group
5.86%
▲ 8.08%
1
Open
Jun 16, 2025
Hercules Capital
11.36%
▲ 8.11%
1
Open
Jun 16, 2025
FS KKR Capital
4.55%
▼ 8.34%
1
Open
Jun 16, 2025
Fidus Investment
2.52%
▲ 4.74%
1
Open
Jun 16, 2025
Energy Transfer
5.18%
▼ 2.92%
1
Open
Jun 16, 2025
Enterprise Products Partners
7.64%
▲ 0.67%
1
Open
Jun 16, 2025
Enbridge
4.61%
▲ 2.44%
1
Open
Jun 16, 2025