New Portfolio - New Portfolio

Wendell Welper

New Portfolio
Individual Investor
Ranked #186,441 out of 766,001 TipRanks' Investors
Success Rate
58%
101 out of 175
profitable transactions
Average Return
12.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.16%
6-Month Return▲ 19.06%
12-Month Return▲ 38.36%
YTD Return▲ 27.68%
Total Return▲ 126.58%

Best Trade

Opened at
Closed at-
Gain▲ 309.84%

Bio

Dividend income with speculative swing stocks for short term gains.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 9.77%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.34%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 4.07%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.88%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.34%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.58%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.43%
▲ 11.46%▲ 5.06%▲ 9.77%
▼ 2.25%▲ 3.53%▲ 1.25%
▲ 25.72%▲ 1.21%▲ 10.34%
▼ 4.22%▲ 2.34%▼ 4.07%
▲ 7.82%▲ 2.10%▲ 2.88%
▲ 6.02%▼ 0.89%▲ 0.34%
▲ 5.59%▲ 5.20%▲ 2.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BlackRock Capital Investment
▲ 12.87%
3
Close
Mar 18, 2024
BlackRock TCP Capital
5%
▼ 7.90%
1
Open
Mar 18, 2024
Houston American Energy
▼ 67.43%
2
Close
Jan 14, 2024
United States Natural Gas Fund LP
▼ 65.75%
2
Close
Jan 14, 2024
Frontline
▲ 25.33%
2
Close
Jan 14, 2024
Pacwest Bancorp
▼ 32.64%
3
Close
Nov 30, 2023
Banc of California
3.23%
▲ 45.26%
1
Open
Nov 30, 2023
Crestwood Equity
▲ 171.55%
2
Close
Nov 03, 2023
Energy Transfer
5.39%
▲ 17.53%
3
Open
Nov 03, 2023
Ethereum
▲ 35.87%
3
Close
Oct 02, 2023
USA Compression
▲ 130.32%
2
Close
Oct 01, 2023
Monroe Capital
3.04%
▲ 3.45%
4
Open
Oct 01, 2023
Vale SA
▲ 10.88%
2
Close
Oct 01, 2023
Companhia Paranaense de Energia Pfd
▲ 23.73%
4
Close
Oct 01, 2023
Patterson-UTI
▼ 11.20%
2
Close
Oct 01, 2023
Eldorado Gold
▲ 3.18%
2
Close
Oct 01, 2023
Cleveland-Cliffs
▼ 9.30%
2
Close
Oct 01, 2023
DHT Holdings
▲ 23.65%
2
Close
Oct 01, 2023
Century Aluminum
▼ 33.93%
2
Close
Oct 01, 2023
JetBlue Airways
▼ 44.76%
2
Close
Oct 01, 2023