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New Portfolio - New Portfolio

Spencer Edwards

New Portfolio
Individual Investor
Ranked #46,142 out of 824,094 TipRanks' Investors
Success Rate
74%
20 out of 27
profitable transactions
Average Return
123.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.09%
6-Month Return▲ 26.35%
12-Month Return▲ 20.18%
YTD Return▲ 22.96%
Total Return▲ 334.49%

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

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.76%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 7.39%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.53%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.88%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 4.43%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 0.76%
▲ 0.80%▼ 0.87%▼ 7.39%
▲ 11.63%▲ 6.28%▲ 5.62%
▲ 9.25%▲ 5.14%▲ 4.53%
▲ 7.60%▲ 2.30%▲ 3.67%
▲ 2.76%▲ 2.05%▲ 7.88%
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 4.43%▼ 0.27%▼ 4.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
▲ 643.96%
2
Close
May 18, 2025
Occidental Petroleum
5.32%
▲ 107.74%
2
Buy
May 18, 2025
Bank of America
2.84%
▲ 90.27%
2
Buy
May 18, 2025
General Motors
7.48%
▲ 98.09%
2
Buy
May 18, 2025
Wells Fargo
2.28%
▲ 133.30%
2
Buy
May 18, 2025
BP
6.01%
▲ 54.33%
2
Buy
May 18, 2025
Ford Motor
0.38%
▲ 110.59%
2
Buy
May 18, 2025
GE Healthcare Technologies Inc
▲ 21.28%
2
Close
May 18, 2025
Conocophillips
14.48%
▼ 12.17%
2
Buy
May 18, 2025
Shell
3.75%
▲ 9.96%
1
Open
May 18, 2025
Amazon
54.61%
▲ 3.34%
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
0.24%
▲ 427.25%
1
Open
Apr 15, 2020
Paramount Skydance
0.42%
▲ 26.78%
1
Open
Apr 15, 2020
Opko Health
0.38%
▼ 6.75%
1
Open
Apr 15, 2020