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IB PORTFOLII - New Portfolio

Daniel Peret

IB PORTFOLII
Individual Investor
Ranked #339,169 out of 808,344 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
11.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 9.22%
12-Month Return▲ 9.53%
YTD Return▲ 10.18%
Total Return▼ 4.20%

Best Trade

Opened at
Closed at-
Gain▲ 626.20%

Bio

DIVIDENDS

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▼ 3.29%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.51%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.72%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.27%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.78%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.41%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.64%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 3.71%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.29%
▲ 6.03%▲ 2.69%▲ 1.51%
▼ 12.86%▼ 1.27%▲ 5.72%
▼ 1.80%▼ 5.57%▼ 1.27%
▲ 1.84%▼ 0.87%▼ 0.78%
▲ 12.20%▲ 6.28%▲ 0.41%
▲ 6.24%▲ 5.14%▲ 0.64%
▲ 13.92%▲ 0.69%▲ 3.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Checkpoint Therapeutics
▼ 82.54%
2
Close
May 29, 2025
Nokia
▲ 15.81%
2
Close
May 20, 2025
ClearSign Combustion
▼ 82.36%
2
Close
May 20, 2025
Actinium Pharmaceuticals
▼ 75.47%
2
Close
May 20, 2025
ObsEva
▼ 99.66%
2
Close
May 20, 2025
Apollo Real Estate
▲ 10.07%
2
Close
May 20, 2025
Apartment Investment & Management
▲ 4.21%
2
Close
May 20, 2025
Altimmune
▼ 53.35%
2
Close
May 20, 2025
Allogene Therapeutics
▼ 92.73%
2
Close
May 20, 2025
DHT Holdings
▲ 101.06%
2
Close
May 20, 2025
Energy Transfer
▲ 110.22%
2
Close
May 20, 2025
Agree Realty
4.38%
▼ 4.88%
1
Open
May 20, 2025
Curo Group Holdings
▼ 99.48%
2
Close
Jul 19, 2024
Lithium Americas
▲ 22.18%
2
Close
Oct 03, 2023
Franchise Group
▼ 1.12%
2
Close
Aug 18, 2023
Arbor Realty
0.9%
▼ 1.27%
2
Buy
Aug 07, 2022
Fastly
▼ 71.53%
2
Close
Aug 07, 2022
Fisker
▼ 8.38%
2
Close
Aug 07, 2022
Ellington Financial
▼ 6.90%
2
Close
Aug 07, 2022
CommScope Holding
▼ 47.53%
2
Close
Aug 07, 2022