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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #277,657 out of 832,562 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
5.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.01%
6-Month Return▲ 8.39%
12-Month Return-
YTD Return▲ 8.39%
Total Return▲ 8.39%

Best Trade

Opened at
Closed at-
Gain▲ 36.67%

Bio

Performance

12.88%0-12.88%
▲ 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%
▲ 4.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.22%
Nov 2025
▼ 0.68%
▼ 0.39%
▼ 1.74%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.22%
▼ 0.68%▼ 0.39%▼ 1.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.78%
▲ 5.78%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.85%
▼ 4.58%
1
Open
Sep 12, 2025
Symbotic
2.79%
▲ 25.09%
1
Open
Sep 12, 2025
Nvidia
9.15%
▲ 3.52%
2
Buy
Aug 01, 2025
Amazon
0.94%
▲ 3.63%
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
0.83%
▲ 20.39%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.81%
▲ 10.11%
1
Open
Jul 20, 2025
Columbia Banking System
0.82%
▲ 23.69%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.7%
▲ 9.72%
1
Open
Jul 20, 2025
Arbor Realty
1.96%
▼ 14.35%
1
Open
Jun 16, 2025
Rithm Capital
6.8%
▲ 3.61%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 23.99%
1
Open
Jun 16, 2025
Blue Owl Capital
6.08%
▼ 5.08%
1
Open
Jun 16, 2025
MPLX
5.13%
▲ 10.92%
1
Open
Jun 16, 2025
Altria Group
5.19%
▲ 2.12%
1
Open
Jun 16, 2025
Hercules Capital
10.48%
▲ 9.94%
1
Open
Jun 16, 2025
FS KKR Capital
3.54%
▼ 18.37%
1
Open
Jun 16, 2025
Fidus Investment
2.32%
▲ 4.09%
1
Open
Jun 16, 2025