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Portfolio #1 - New Portfolio

PerformancePortfolio Details

Barry G

Portfolio #1
Individual Investor
Ranked #94,293 out of 781,066 TipRanks' Investors
Success Rate
66%
324 out of 490
profitable transactions
Average Return
14.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return▲ 8.31%
12-Month Return▲ 20.27%
YTD Return▲ 1.91%
Total Return▲ 52.52%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1923.36%

Bio

A mix of almost everything

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.49%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.71%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 7.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.43%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.94%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.91%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.46%
▲ 8.13%▲ 1.21%▲ 3.49%
▼ 13.14%▲ 2.34%▼ 1.71%
▲ 2.93%▲ 2.10%▲ 7.69%
▲ 10.00%▼ 0.89%▼ 2.43%
▲ 26.04%▲ 5.96%▲ 4.95%
▲ 5.93%▼ 2.41%▼ 0.94%
▲ 11.17%▲ 1.96%▲ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ACB
Aurora Cannabis
―
▼ 97.88%
4
Close
Dec 29, 2024
ENPH
Enphase Energy
―
▲ 8.29%
8
Close
Dec 29, 2024
GPN
Global Payments
―
▼ 31.48%
2
Close
Dec 29, 2024
HSY
The Hershey Company
―
▲ 33.86%
6
Close
Dec 29, 2024
JNJ
Johnson & Johnson
―
▲ 16.93%
4
Close
Dec 29, 2024
O
Realty Income
―
▲ 8.02%
5
Close
Dec 29, 2024
PEP
PepsiCo
―
▲ 32.11%
4
Close
Dec 29, 2024
PYPL
PayPal Holdings
―
▼ 5.36%
11
Close
Dec 29, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
―
▲ 22.83%
2
Close
Dec 29, 2024
RBLX
Roblox
―
▲ 17.62%
2
Close
Dec 29, 2024
UPS
United Parcel
―
▲ 11.74%
3
Close
Dec 29, 2024
UTG
Reaves Utility Income Fund
―
▲ 8.50%
6
Close
Dec 29, 2024
MKC
McCormick & Company
―
▲ 4.03%
6
Close
Dec 29, 2024
MDT
Medtronic
―
▼ 1.42%
6
Close
Dec 29, 2024
LLY
Eli Lilly & Co
―
▲ 44.17%
6
Close
Dec 29, 2024
UNH
UnitedHealth
―
▲ 3.65%
12
Close
Dec 29, 2024
NZF
Nuveen Municipal Credit Income Fund of Benef Interest
―
▲ 1.96%
2
Close
Dec 29, 2024
GOF
Guggenheim Strategic Opportunities Fund
―
▲ 11.77%
7
Close
Oct 06, 2024
BLDR
Builders Firstsource
―
▲ 19.00%
4
Close
Oct 06, 2024
CRWD
CrowdStrike Holdings
―
▲ 29.68%
19
Close
Jul 28, 2024