tiprankstipranks

Curtis Dismore - Rollover IRA Brokerage Account - ****0074 - New Portfolio

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #275,089 out of 859,217 TipRanks' Investors
Success Rate
60%
33 out of 55
profitable transactions
Average Return
19.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return-
12-Month Return-
YTD Return▲ 1.61%
Total Return▲ 0.91%

Best Trade

Opened at
Closed at-
Gain▲ 384.86%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.15%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.09%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.84%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.89%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%▼ 0.54%
▼ 0.10%▲ 0.08%▼ 0.15%
▲ 4.06%▲ 1.47%▼ 1.22%
▼ 1.12%▼ 0.86%▲ 2.09%
▲ 0.60%▼ 4.94%▼ 4.84%
▲ 10.48%▲ 6.78%▲ 5.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Total Bond Market ETF
▼ 0.15%
7
Close
Apr 15, 2026
JPMorgan Chase
▲ 0.92%
3
Sell
Apr 11, 2026
TSMC
5.53%
▲ 128.88%
2
Buy
Apr 10, 2026
Vanguard Multi-Sector Income Bond ETF
3.01%
▲ 0.07%
6
Buy
Apr 02, 2026
Nvidia
3.36%
▲ 50.49%
2
Buy
Apr 02, 2026
Broadcom
2.18%
▲ 14.41%
2
Buy
Apr 01, 2026
Cohen & Steers Closed-End Opportunity Fund Inc
5.73%
▲ 0.76%
4
Buy
Apr 01, 2026
JPMorgan Equity Premium Income ETF
6.6%
▼ 1.25%
3
Buy
Mar 31, 2026
Vanguard Small-Cap Growth ETF
5.64%
▲ 16.72%
2
Buy
Mar 30, 2026
Vanguard S&P 500 ETF
11.16%
▼ 24.89%
3
Buy
Mar 30, 2026
Vanguard High Dividend Yield Index ETF
3.63%
▲ 10.52%
2
Buy
Mar 23, 2026
Vanguard International High Dividend Yield ETF
5.71%
▲ 3.17%
2
Buy
Mar 23, 2026
Johnson & Johnson
2.77%
▲ 17.54%
2
Buy
Mar 11, 2026
Global Ship Lease
8.2%
▲ 52.86%
2
Buy
Mar 07, 2026
Ouster
2.54%
▲ 6.08%
2
Buy
Mar 05, 2026
GE Healthcare Technologies Inc
1.45%
▼ 9.52%
2
Buy
Feb 14, 2026
KKR & Co
▼ 27.47%
2
Sell
Feb 14, 2026
Targa Resources
3.53%
▲ 43.41%
2
Buy
Feb 14, 2026
Dell Technologies
2.65%
▲ 49.45%
2
Buy
Feb 02, 2026
Vanguard Growth ETF
▼ 3.01%
3
Sell
Jan 24, 2026