tiprankstipranks
Trending News
More News >

TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #303,459 out of 805,660 TipRanks' Investors
Success Rate
72%
13 out of 18
profitable transactions
Average Return
0.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.87%
6-Month Return-
12-Month Return-
YTD Return▲ 0.87%
Total Return▲ 0.87%

Best Trade

Opened at
Closed at-
Gain▲ 3.38%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.83%
▼ 0.87%
Apr 2025
▲ 12.21%
▲ 6.28%
May 2025
▲ 3.20%
▲ 4.12%
▲ 0.87%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.83%▼ 0.87%
▲ 12.21%▲ 6.28%
▲ 3.20%▲ 4.12%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Arbor Realty
2.67%
▲ 1.73%
1
Open
Jun 16, 2025
Starwood Property
10.83%
▲ 1.64%
1
Open
Jun 16, 2025
Rithm Capital
7.49%
▲ 0.97%
1
Open
Jun 16, 2025
PulteGroup
0.05%
▲ 3.25%
1
Open
Jun 16, 2025
Blue Owl Capital
7.35%
▲ 0.35%
1
Open
Jun 16, 2025
MPLX
5.22%
▲ 0.19%
1
Open
Jun 16, 2025
Altria Group
5.58%
▼ 0.09%
1
Open
Jun 16, 2025
Hercules Capital
11.01%
▲ 1.51%
1
Open
Jun 16, 2025
FS KKR Capital
5.22%
▲ 1.83%
1
Open
Jun 16, 2025
Fidus Investment
2.51%
▲ 1.48%
1
Open
Jun 16, 2025
Energy Transfer
5.52%
▲ 0.28%
1
Open
Jun 16, 2025
Enterprise Products Partners
7.85%
▼ 1.49%
1
Open
Jun 16, 2025
Enbridge
4.53%
▼ 2.57%
1
Open
Jun 16, 2025
Bank Of Nova Scotia
12.89%
▼ 0.05%
1
Open
Jun 16, 2025
SPDR Bloomberg 1-3 Month T-Bill ETF
1.99%
▲ 0.15%
1
Open
Jun 16, 2025
Ares Capital
3.33%
▲ 2.96%
1
Open
Jun 16, 2025
Trinity Capital
4.35%
▼ 0.28%
1
Open
Jun 16, 2025
Zscaler
1.59%
▲ 3.38%
1
Open
Jun 16, 2025