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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #271,491 out of 829,598 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
3.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.11%
6-Month Return-
12-Month Return-
YTD Return▲ 6.67%
Total Return▲ 6.67%

Best Trade

Opened at
Closed at-
Gain▲ 24.65%

Bio

Performance

12.88%0-12.88%
▲ 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%
▲ 4.25%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 5.03%
▼ 1.95%
▼ 2.12%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%▲ 1.42%
▲ 7.60%▲ 2.30%▲ 1.93%
▲ 2.76%▲ 2.05%▲ 4.25%
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 10.96%▲ 2.38%▲ 1.76%
▼ 5.03%▼ 1.95%▼ 2.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global Ship Lease
0.83%
▲ 10.31%
1
Open
Sep 12, 2025
Star Bulk Carriers
0.93%
▲ 2.81%
1
Open
Sep 12, 2025
Symbotic
3.63%
▲ 16.15%
1
Open
Sep 12, 2025
Nvidia
9.28%
▲ 7.19%
2
Buy
Aug 01, 2025
Amazon
0.97%
▲ 5.37%
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
0.78%
▲ 7.15%
1
Open
Jul 20, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
0.82%
▲ 8.32%
1
Open
Jul 20, 2025
Columbia Banking System
0.8%
▲ 15.29%
1
Open
Jul 20, 2025
Global X NASDAQ 100 Covered Call ETF
0.69%
▲ 8.29%
1
Open
Jul 20, 2025
Arbor Realty
2.09%
▼ 13.23%
1
Open
Jun 16, 2025
Rithm Capital
6.96%
▲ 2.04%
1
Open
Jun 16, 2025
PulteGroup
0.06%
▲ 16.90%
1
Open
Jun 16, 2025
Blue Owl Capital
6.05%
▼ 7.70%
1
Open
Jun 16, 2025
MPLX
5.03%
▲ 7.56%
1
Open
Jun 16, 2025
Altria Group
5.15%
▼ 0.92%
1
Open
Jun 16, 2025
Hercules Capital
9.97%
▲ 3.23%
1
Open
Jun 16, 2025
FS KKR Capital
3.75%
▼ 18.53%
1
Open
Jun 16, 2025
Fidus Investment
2.31%
▲ 2.25%
1
Open
Jun 16, 2025