Roy Investment Associate - New Portfolio

Roy

Roy Investment Associate
Individual Investor
Ranked #386,688 out of 757,311 TipRanks' Investors
Success Rate
38%
143 out of 377
profitable transactions
Average Return
-0.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.24%
6-Month Return▲ 6.51%
12-Month Return▲ 25.01%
YTD Return▲ 16.92%
Total Return▲ 18.58%

Best Trade

Opened at
Closed at-
Gain▲ 237.62%

Bio

picks that survive all market conditions

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 13.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.16%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.93%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.94%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.34%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 2.57%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.49%
▲ 5.05%▲ 3.27%▲ 13.36%
▼ 12.40%▼ 4.03%▼ 1.27%
▲ 11.46%▲ 5.06%▲ 6.16%
▼ 2.25%▲ 3.53%▼ 1.93%
▲ 25.76%▲ 1.21%▲ 3.94%
▼ 4.21%▲ 2.34%▲ 0.34%
▲ 2.65%▼ 0.40%▼ 2.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Star Bulk Carriers
6.09%
▼ 7.31%
2
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 3.98%
2
Close
Apr 10, 2024
Black Knight
▲ 5.28%
2
Close
Sep 05, 2023
Intercontinental Exchange
5.53%
▲ 42.98%
1
Open
Sep 05, 2023
Northwest Gas
3.39%
▼ 19.55%
1
Open
May 24, 2022
Safe Bulkers
2.88%
▲ 25.72%
1
Open
May 20, 2022
MagnaChip
0.59%
▼ 76.53%
1
Open
May 20, 2022
Artesian Resources
2.73%
▼ 15.22%
1
Open
May 20, 2022
NL Industries
2.08%
▲ 7.90%
1
Open
May 20, 2022
EDAP TMS
0.94%
▼ 57.10%
1
Open
May 20, 2022
Enterprise Products Partners
3.11%
▲ 30.16%
1
Open
May 20, 2022
Option Care Health
3.01%
▲ 7.68%
1
Open
May 20, 2022
Livent
1.92%
▼ 41.72%
1
Open
May 20, 2022
Golar LNG
4.73%
▲ 46.84%
1
Open
May 20, 2022
Alliance Resource
7.54%
▲ 59.91%
1
Open
May 20, 2022
Wideopenwest
0.51%
▼ 76.13%
1
Open
May 20, 2022
Kronos Worldwide
2.18%
▼ 24.66%
1
Open
May 20, 2022
Delek Logistics
2.8%
▼ 1.21%
1
Open
May 20, 2022
BP Prudhoe Bay
0.29%
▼ 89.16%
1
Open
May 06, 2022
Natural Resource PRN
6.96%
▲ 125.41%
2
Buy
May 06, 2022