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TAX 5032 - New Portfolio

Bob Boyer

TAX 5032
Individual Investor
Ranked #337,214 out of 858,889 TipRanks' Investors
Success Rate
65%
24 out of 37
profitable transactions
Average Return
5.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▲ 4.92%
12-Month Return-
YTD Return▲ 2.12%
Total Return▲ 10.74%

Best Trade

Opened at
Closed at-
Gain▲ 39.52%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.76%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.17%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.90%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.48%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.07%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 3.92%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.63%
▲ 10.96%▲ 2.38%▲ 1.76%
▼ 3.68%▲ 0.19%▲ 1.17%
▼ 0.10%▲ 0.08%▼ 1.65%
▲ 4.06%▲ 1.47%▲ 2.90%
▼ 1.12%▼ 0.86%▼ 2.48%
▲ 0.60%▼ 4.94%▼ 2.07%
▲ 4.89%▲ 4.48%▲ 3.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hercules Capital, Inc.
▼ 9.43%
2
Close
Apr 03, 2026
Nvidia
26.57%
▲ 9.51%
5
Buy
Apr 03, 2026
Arbor Realty
1.04%
▼ 20.54%
2
Sell
Mar 26, 2026
Fidus Investment
▼ 4.21%
2
Close
Mar 26, 2026
Enbridge
3.51%
▲ 23.21%
2
Sell
Mar 26, 2026
First Interstate Bancsystem
▲ 14.54%
2
Close
Mar 26, 2026
Columbia Banking System
▲ 17.90%
2
Close
Mar 26, 2026
Global Ship Lease
▲ 23.50%
2
Close
Mar 26, 2026
Star Bulk Carriers
▲ 19.63%
2
Close
Mar 26, 2026
Symbotic
4.97%
▲ 9.35%
2
Buy
Mar 26, 2026
Apple
▼ 3.38%
2
Close
Mar 26, 2026
Ares Capital
2.49%
▼ 6.68%
3
Buy
Feb 12, 2026
Zscaler
▼ 43.97%
2
Close
Feb 12, 2026
Amazon
1.1%
▲ 15.22%
2
Buy
Feb 12, 2026
Meta Platforms
3.49%
▼ 3.65%
2
Buy
Feb 12, 2026
Microsoft
0.86%
▼ 7.71%
1
Open
Feb 12, 2026
PulteGroup
▲ 17.60%
2
Close
Dec 19, 2025
Bank Of Nova Scotia
13.47%
▲ 39.52%
2
Sell
Dec 19, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 11.31%
2
Close
Dec 19, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 10.97%
2
Close
Dec 19, 2025