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New Portfolio - New Portfolio

PerformancePortfolio Details

Spencer Edwards

New Portfolio
Individual Investor
Ranked #30,814 out of 858,971 TipRanks' Investors
Success Rate
82%
22 out of 27
profitable transactions
Average Return
149.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.92%
6-Month Return▲ 17.64%
12-Month Return▲ 50.89%
YTD Return▲ 8.25%
Total Return▲ 412.35%

Best Trade

AssetPlug Power (PLUG)
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%
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.44%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.62%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.36%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.10%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.17%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 10.96%▲ 2.38%▲ 0.53%
▼ 3.68%▲ 0.19%▲ 2.08%
▼ 0.10%▲ 0.08%▲ 1.44%
▲ 4.06%▲ 1.47%▲ 3.62%
▼ 1.12%▼ 0.86%▲ 1.36%
▲ 0.60%▼ 4.94%▼ 0.10%
▲ 7.53%▲ 5.50%▲ 3.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE
GE Aerospace
―
▲ 643.96%
2
Close
May 18, 2025
OXY
Occidental Petroleum
6.23%
▲ 198.02%
2
Buy
May 18, 2025
BAC
Bank of America
2.44%
▲ 100.11%
2
Buy
May 18, 2025
GM
General Motors
8.13%
▲ 161.83%
2
Buy
May 18, 2025
WFC
Wells Fargo
1.96%
▲ 145.19%
2
Buy
May 18, 2025
BP
BP
6.96%
▲ 122.11%
2
Buy
May 18, 2025
F
Ford Motor
0.32%
▲ 119.67%
2
Buy
May 18, 2025
GEHC
GE Healthcare Technologies Inc
―
▲ 21.28%
2
Close
May 18, 2025
COP
Conocophillips
17.08%
▲ 27.70%
2
Buy
May 18, 2025
SHEL
Shell
3.94%
▲ 42.93%
1
Open
May 18, 2025
AMZN
Amazon
50.74%
▲ 16.36%
1
Open
May 18, 2025
MRO
Marathon Oil
―
▲ 620.60%
2
Close
Nov 21, 2024
PRETQ
Pennsylvania Real Estate ate Investment
―
▼ 96.31%
2
Close
Apr 01, 2024
IMGN
ImmunoGen
―
▲ 22.74%
2
Close
Feb 09, 2023
MITO
Stealth Biotherapeutics
―
▼ 81.29%
2
Close
Nov 16, 2022
PLUG
Plug Power
―
▲ 674.40%
2
Close
Dec 20, 2020
SRNE
Sorrento Therapeutics
0.01%
▼ 99.61%
1
Open
Apr 15, 2020
SAN
Banco Santander SA
0.25%
▲ 571.76%
1
Open
Apr 15, 2020
PSKY
Paramount Skydance
0.22%
▼ 18.15%
1
Open
Apr 15, 2020
OPK
Opko Health
0.24%
▼ 28.22%
1
Open
Apr 15, 2020