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New Portfolio - New Portfolio

Spencer Edwards

New Portfolio
Individual Investor
Ranked #29,881 out of 813,535 TipRanks' Investors
Success Rate
82%
22 out of 27
profitable transactions
Average Return
121.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.40%
6-Month Return▲ 10.43%
12-Month Return▲ 21.74%
YTD Return▲ 20.94%
Total Return▲ 327.34%

Best Trade

Opened at
Closed at
Gain▲ 674.40%

Bio

This is my investment portfolio that I started in January of this year. My focus is I invest in is mainly banks and gas companies. I currently only hold long term stocks as of now but I hope to branch off to options trading and ETF's in the future.

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 5.47%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.76%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.39%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.53%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 7.50%
▲ 2.04%
▲ 4.15%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.47%
▼ 12.86%▼ 1.27%▲ 4.66%
▼ 1.80%▼ 5.57%▼ 0.76%
▲ 1.84%▼ 0.87%▼ 7.39%
▲ 12.20%▲ 6.28%▲ 5.62%
▲ 6.24%▲ 5.14%▲ 4.53%
▲ 27.89%▲ 2.30%▲ 3.67%
▲ 7.50%▲ 2.04%▲ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
▲ 643.95%
2
Close
May 18, 2025
Occidental Petroleum
5.48%
▲ 126.18%
2
Buy
May 18, 2025
Bank of America
2.49%
▲ 76.04%
2
Buy
May 18, 2025
General Motors
6.81%
▲ 90.94%
2
Buy
May 18, 2025
Wells Fargo
2.05%
▲ 122.46%
2
Buy
May 18, 2025
BP
5.92%
▲ 59.06%
2
Buy
May 18, 2025
Ford Motor
0.34%
▲ 102.11%
2
Buy
May 18, 2025
GE Healthcare Technologies Inc
▲ 21.28%
2
Close
May 18, 2025
Conocophillips
15.07%
▼ 3.65%
2
Buy
May 18, 2025
Shell
3.53%
▲ 8.95%
1
Open
May 18, 2025
Amazon
55.73%
▲ 12.04%
1
Open
May 18, 2025
Marathon Oil
▲ 620.60%
2
Close
Nov 21, 2024
Pennsylvania Real Estate ate Investment
▼ 96.31%
2
Close
Apr 01, 2024
ImmunoGen
▲ 22.74%
2
Close
Feb 09, 2023
Stealth Biotherapeutics
▼ 81.29%
2
Close
Nov 16, 2022
Plug Power
▲ 674.40%
2
Close
Dec 20, 2020
Sorrento Therapeutics
0.01%
▼ 99.61%
1
Open
Apr 15, 2020
Banco Santander SA
0.23%
▲ 419.16%
1
Open
Apr 15, 2020
Paramount Skydance
0.34%
▲ 8.42%
1
Open
Apr 15, 2020
Opko Health
0.32%
▼ 17.18%
1
Open
Apr 15, 2020