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New Portfolio - New Portfolio

Spencer Edwards

New Portfolio
Individual Investor
Ranked #30,119 out of 816,888 TipRanks' Investors
Success Rate
82%
22 out of 27
profitable transactions
Average Return
123.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.83%
6-Month Return▲ 12.91%
12-Month Return▲ 26.69%
YTD Return▲ 22.65%
Total Return▲ 333.39%

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

27.87%0-27.87%
▼ 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
▲ 27.87%
▲ 2.30%
▲ 3.67%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.88%
Aug 2025
▲ 1.52%
▲ 0.34%
▼ 2.10%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▲ 27.87%▲ 2.30%▲ 3.67%
▲ 4.87%▲ 2.05%▲ 7.88%
▲ 1.52%▲ 0.34%▼ 2.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Aerospace
▲ 643.95%
2
Close
May 18, 2025
Occidental Petroleum
5.61%
▲ 131.94%
2
Buy
May 18, 2025
Bank of America
2.59%
▲ 84.67%
2
Buy
May 18, 2025
General Motors
7.02%
▲ 97.71%
2
Buy
May 18, 2025
Wells Fargo
2.03%
▲ 121.20%
2
Buy
May 18, 2025
BP
5.79%
▲ 58.05%
2
Buy
May 18, 2025
Ford Motor
0.35%
▲ 107.41%
2
Buy
May 18, 2025
GE Healthcare Technologies Inc
▲ 21.28%
2
Close
May 18, 2025
Conocophillips
14.62%
▼ 5.60%
2
Buy
May 18, 2025
Shell
3.47%
▲ 8.47%
1
Open
May 18, 2025
Amazon
55.94%
▲ 12.69%
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
0.22%
▲ 414.30%
1
Open
Apr 15, 2020
Paramount Skydance
0.35%
▲ 13.10%
1
Open
Apr 15, 2020
Opko Health
0.32%
▼ 17.18%
1
Open
Apr 15, 2020