JOINT WROS - TOD - New Portfolio

C. Gannon Buckmaster

JOINT WROS - TOD
Individual Investor
Ranked #423,460 out of 766,001 TipRanks' Investors
Success Rate
44%
30 out of 69
profitable transactions
Average Return
0.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.70%
6-Month Return▲ 19.05%
12-Month Return▲ 41.72%
YTD Return▲ 20.29%
Total Return▲ 23.76%

Best Trade

Opened at
Closed at-
Gain▲ 292.03%

Bio

Long term investments and options trades.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 7.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.73%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.73%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.69%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.25%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 5.37%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 7.95%
▲ 11.46%▲ 5.06%▲ 8.73%
▼ 2.25%▲ 3.53%▲ 2.73%
▲ 25.72%▲ 1.21%▲ 3.20%
▼ 4.22%▲ 2.34%▼ 0.93%
▲ 7.82%▲ 2.10%▲ 2.69%
▲ 6.02%▼ 0.89%▲ 1.25%
▲ 5.59%▲ 5.20%▲ 5.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▼ 4.39%
2
Close
Mar 18, 2024
BlackRock TCP Capital
1.89%
▼ 14.09%
1
Buy
Mar 18, 2024
Dalrada Financial
▲ 45.50%
2
Sell
May 18, 2022
Kulicke & Soffa
▼ 2.89%
4
Close
May 18, 2022
Altria Group
▲ 17.18%
2
Close
May 18, 2022
Fidelity Emerging Asia Fund
0.69%
▼ 28.07%
2
Buy
May 11, 2022
Johnson & Johnson
3.89%
▼ 4.03%
3
Buy
May 11, 2022
Amplify Transformational Data Sharing ETF
0.54%
▼ 19.19%
2
Buy
May 11, 2022
Crispr Therapeutics AG
0.11%
▼ 64.30%
1
Buy
May 11, 2022
SPDR S&P 500 ETF Trust
7.76%
▲ 58.38%
3
Buy
May 11, 2022
AT&T
3.89%
▲ 3.51%
2
Buy
May 11, 2022
Fidelity Blue Chip Growth Fund
1.31%
▲ 22.62%
2
Buy
May 11, 2022
MasTec
4.33%
▲ 179.15%
2
Buy
May 11, 2022
ChargePoint Holdings
▼ 41.38%
3
Close
Apr 29, 2022
Wynn Resorts
▼ 11.41%
4
Close
Apr 29, 2022
Apartment Investment & Management
▼ 9.74%
2
Close
Apr 29, 2022
Nio
▼ 56.25%
4
Close
Apr 29, 2022
Tesla
▲ 15.54%
4
Sell
Apr 29, 2022
Warner Bros
0.36%
▼ 62.95%
1
Buy
Apr 12, 2022
Lucid Group
▲ 11.69%
2
Close
Mar 04, 2022