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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Asset
SL Green Re... (SLG)
Opened at
May 08, 2023
Closed at
-
Gain
▲ 309.84%
Bio
Dividend income with speculative swing stocks for short term gains.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
BKCC
BlackRock Capital Investment
―
▲ 12.87%
3
Close
Mar 18, 2024
TCPC
BlackRock TCP Capital
5%
▼ 7.90%
1
Open
Mar 18, 2024
HUSA
Houston American Energy
―
▼ 67.43%
2
Close
Jan 14, 2024
UNG
United States Natural Gas Fund LP
―
▼ 65.75%
2
Close
Jan 14, 2024
FRO
Frontline
―
▲ 25.33%
2
Close
Jan 14, 2024
PACW
Pacwest Bancorp
―
▼ 32.64%
3
Close
Nov 30, 2023
BANC
Banc of California
3.23%
▲ 45.26%
1
Open
Nov 30, 2023
CEQP
Crestwood Equity
―
▲ 171.55%
2
Close
Nov 03, 2023
ET
Energy Transfer
5.39%
▲ 17.53%
3
Open
Nov 03, 2023
ETH-USD
Ethereum
―
▲ 35.87%
3
Close
Oct 02, 2023
USAC
USA Compression
―
▲ 130.32%
2
Close
Oct 01, 2023
MRCC
Monroe Capital
3.04%
▲ 3.45%
4
Open
Oct 01, 2023
VALE
Vale SA
―
▲ 10.88%
2
Close
Oct 01, 2023
ELP
Companhia Paranaense de Energia Pfd
―
▲ 23.73%
4
Close
Oct 01, 2023
PTEN
Patterson-UTI
―
▼ 11.20%
2
Close
Oct 01, 2023
EGO
Eldorado Gold
―
▲ 3.18%
2
Close
Oct 01, 2023
CLF
Cleveland-Cliffs
―
▼ 9.30%
2
Close
Oct 01, 2023
DHT
DHT Holdings
―
▲ 23.65%
2
Close
Oct 01, 2023
CENX
Century Aluminum
―
▼ 33.93%
2
Close
Oct 01, 2023
JBLU
JetBlue Airways
―
▼ 44.76%
2
Close
Oct 01, 2023
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