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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #281,604 out of 826,007 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
6.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.02%
6-Month Return-
12-Month Return-
YTD Return▲ 8.39%
Total Return▲ 8.39%

Best Trade

Opened at
Closed at-
Gain▲ 61.80%

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%
▲ 4.26%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 1.21%
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%▲ 4.26%
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 10.09%▲ 2.05%▲ 1.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.72%
▼ 3.98%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.87%
▼ 2.76%
1
Open
Sep 12, 2025
Symbotic
3.62%
▲ 61.80%
1
Open
Sep 12, 2025
Nvidia
10.54%
▲ 19.14%
2
Buy
Aug 01, 2025
Amazon
0.94%
▲ 3.78%
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%
▲ 4.80%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.83%
▲ 10.01%
1
Open
Jul 20, 2025
Columbia Banking System
0.73%
▲ 8.93%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.69%
▲ 7.76%
1
Open
Jul 20, 2025
Arbor Realty
2.7%
▲ 14.15%
1
Open
Jun 16, 2025
Rithm Capital
6.69%
▲ 1.76%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 16.67%
1
Open
Jun 16, 2025
Blue Owl Capital
5.99%
▼ 6.54%
1
Open
Jun 16, 2025
MPLX
4.73%
▲ 0.03%
1
Open
Jun 16, 2025
Altria Group
5.03%
▼ 1.27%
1
Open
Jun 16, 2025
Hercules Capital
9.88%
▲ 0.88%
1
Open
Jun 16, 2025
FS KKR Capital
3.52%
▼ 22.50%
1
Open
Jun 16, 2025
Fidus Investment
2.39%
▲ 7.24%
1
Open
Jun 16, 2025