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New Portfolio - New Portfolio

Tom

New Portfolio
Individual Investor
Ranked #513,646 out of 807,613 TipRanks' Investors
Success Rate
49%
390 out of 798
profitable transactions
Average Return
-0.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.49%
6-Month Return▲ 1.17%
12-Month Return▲ 14.68%
YTD Return▲ 0.45%
Total Return▲ 3.98%

Best Trade

Opened at
Closed at-
Gain▲ 184.15%

Bio

Planning for retirement

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▲ 1.36%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.59%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.23%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.67%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.59%
Jun 2025
▲ 3.34%
▲ 1.29%
▲ 1.35%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 1.36%
▲ 6.03%▲ 2.69%▲ 3.59%
▼ 12.86%▼ 1.27%▼ 4.80%
▼ 1.80%▼ 5.57%▼ 5.23%
▲ 1.84%▼ 0.87%▼ 1.67%
▲ 12.20%▲ 6.28%▲ 5.13%
▲ 6.24%▲ 5.14%▲ 2.59%
▲ 3.34%▲ 1.29%▲ 1.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Fuels
0%
▲ 57.63%
1
Open
Mar 14, 2025
IonQ
0%
▲ 83.72%
1
Open
Mar 14, 2025
Ready Capital
▼ 19.67%
8
Close
Jun 10, 2024
Nio
▼ 61.02%
25
Close
Jun 10, 2024
Citigroup
▲ 21.58%
19
Close
Jun 10, 2024
Global X Russell 2000 Covered Call ETF
0.58%
▲ 2.58%
19
Buy
Jun 10, 2024
Global X S&P 500 Covered Call ETF
3.87%
▲ 22.81%
23
Buy
Jun 10, 2024
Ford Motor
▲ 8.52%
12
Close
Jun 10, 2024
Star Bulk Carriers
▲ 30.68%
6
Close
Jun 10, 2024
Black Stone Minerals
▲ 13.63%
5
Close
Jun 10, 2024
Gladstone Capital
▲ 32.57%
6
Close
Jun 10, 2024
Medical Properties
0.99%
▼ 33.55%
4
Open
Jun 10, 2024
Smith & Wesson Brands
▲ 36.26%
4
Close
Jun 10, 2024
Fifth Third Bancorp
▲ 58.10%
2
Close
Jun 10, 2024
Hawaiian Electric
▼ 16.34%
2
Close
Jun 10, 2024
Icahn Enterprises
▲ 8.56%
2
Close
Jun 10, 2024
Schwab U.S. Broad Market ETF
▲ 27.10%
2
Close
Jun 10, 2024
SL Green Realty
▲ 77.57%
2
Close
Jun 10, 2024
US Treasury 3 Month Bill ETF
▲ 3.29%
2
Close
Jun 10, 2024
Direxion Daily 20+ Year Treasury Bull 3X Shares
▲ 14.43%
2
Close
Jun 10, 2024