G3 Financial - New Portfolio
Eric Giosa
G3 FinancialIndividual Investor
Ranked #186,330 out of 858,971 TipRanks' Investors
Success Rate
52 out of 91
profitable transactions
profitable transactions
Average Return
28.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.31%
6-Month Return▼ 3.53%
12-Month Return▲ 26.56%
YTD Return▲ 2.76%
Total Return▲ 81.02%
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
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.97%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.26%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.53%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.74%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.69%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 3.09%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 11.64%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.80%
Apr 2026
▲ 12.88%▲ 3.56%▲ 5.97%
▲ 10.96%▲ 2.38%▲ 0.26%
▼ 3.68%▲ 0.19%▼ 3.53%
▼ 0.10%▲ 0.08%▲ 1.74%
▲ 4.06%▲ 1.47%▲ 8.69%
▼ 1.12%▼ 0.86%▲ 3.09%
▲ 0.60%▼ 4.94%▼ 11.64%
▲ 7.53%▲ 5.50%▲ 3.80%
Recent Activity
SPDR Gold Shares
21.04%
▲ 151.18%
11
Buy
Aug 19, 2024
Newmont Mining
18.76%
▲ 134.43%
1
Open
Aug 19, 2024
RealReal
33.37%
▲ 288.02%
1
Open
Aug 19, 2024
Perrigo Company
1.15%
▼ 57.49%
3
Sell
Mar 21, 2024
Costco
0%
▲ 67.96%
4
Sell
Mar 21, 2024
SunOpta
10.45%
▼ 2.26%
1
Open
Mar 21, 2024
PureCycle Technologies
9.99%
▲ 0.49%
1
Open
Mar 21, 2024
iShares MSCI Emerging Markets ETF
0%
▲ 63.96%
2
Sell
Mar 06, 2024
iShares 20+ Year Treasury Bond ETF
0%
▼ 5.10%
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
―
▲ 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