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G3 Financial - New Portfolio
Eric Giosa
G3 FinancialIndividual Investor
Ranked #158,353 out of 783,334 TipRanks' Investors
Success Rate
52 out of 91
profitable transactions
profitable transactions
Average Return
20.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.65%
6-Month Return▲ 20.06%
12-Month Return▲ 33.96%
YTD Return▲ 1.65%
Total Return▲ 45.84%
Best Trade
Bio
Wealth Management is not created equal, frankly it's one of the most under-served areas of expertise within todays services sector. Goals & Objectives must be aligned with a high degree of sensitivity towards cost containment and risk management.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.44%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.52%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.09%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.46%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.37%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.24%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.01%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.65%
Jan 2025
▲ 9.79%▲ 3.53%▲ 0.44%
▲ 8.13%▲ 1.21%▲ 5.52%
▼ 13.14%▲ 2.34%▲ 2.09%
▲ 2.93%▲ 2.10%▲ 6.46%
▲ 9.99%▼ 0.89%▲ 2.37%
▲ 26.04%▲ 5.96%▲ 7.24%
▲ 5.93%▼ 2.41%▼ 1.01%
▲ 3.19%▲ 2.68%▲ 1.65%
Recent Activity
SPDR Gold Shares
14.78%
▲ 52.62%
11
Buy
Aug 19, 2024
Newmont Mining
8.22%
▼ 18.36%
1
Open
Aug 19, 2024
RealReal
35.46%
▲ 244.94%
1
Open
Aug 19, 2024
Perrigo Company
3%
▼ 14.99%
3
Sell
Mar 21, 2024
Costco
0%
▲ 64.00%
4
Sell
Mar 21, 2024
SunOpta
14.28%
▲ 13.40%
1
Open
Mar 21, 2024
PureCycle Technologies
18.06%
▲ 52.03%
1
Open
Mar 21, 2024
iShares MSCI Emerging Markets ETF
0%
▲ 11.38%
2
Sell
Mar 06, 2024
iShares 20+ Year Treasury Bond ETF
0%
▼ 8.85%
3
Sell
Mar 06, 2024
Fiserv
―
▼ 5.45%
2
Close
Nov 08, 2022
IQVIA Holdings
―
▲ 32.02%
2
Close
Oct 01, 2022
Jazz Pharmaceuticals
―
▼ 11.66%
2
Close
Sep 06, 2022
Merck & Company
―
▲ 40.86%
3
Close
Sep 06, 2022
Mastercard
―
▲ 281.08%
2
Close
Sep 06, 2022
Walt Disney
―
▼ 3.71%
6
Close
Aug 29, 2022
JPMorgan Chase & Co.
―
▲ 64.99%
5
Close
Aug 29, 2022
Cleveland-Cliffs
―
▲ 180.85%
2
Close
Aug 29, 2022
Walmart
―
▲ 64.71%
3
Close
Aug 29, 2022
Meta Platforms
―
▼ 4.43%
3
Close
Aug 07, 2022
Iovance Biotherapeutics
―
▼ 39.15%
2
Close
Aug 07, 2022