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The Giving Tree - New Portfolio

Spectra

The Giving Tree
Individual Investor
Ranked #8,843 out of 832,231 TipRanks' Investors
Success Rate
77%
143 out of 185
profitable transactions
Average Return
95.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.78%
6-Month Return▲ 16.03%
12-Month Return▲ 15.75%
YTD Return▲ 19.99%
Total Return▲ 164.80%

Best Trade

Opened at
Closed at-
Gain▲ 2830.99%

Bio

I am managing an assortment of assets

Performance

12.88%0-12.88%
▲ 11.64%
▲ 6.28%
▲ 4.10%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.67%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.28%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.15%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.73%
Nov 2025
▲ 2.00%
▲ 0.85%
▲ 0.93%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.64%▲ 6.28%▲ 4.10%
▲ 9.25%▲ 5.14%▲ 6.67%
▲ 7.60%▲ 2.30%▲ 2.28%
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 3.46%
▲ 10.96%▲ 2.38%▲ 0.15%
▼ 3.44%▲ 0.19%▲ 1.73%
▲ 2.00%▲ 0.85%▲ 0.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sonnet BioTherapeutics Holdings
▼ 100.00%
2
Close
Dec 02, 2025
Hyperliquid Strategies Inc
0%
▼ 12.31%
1
Open
Dec 02, 2025
Logan Ridge Finance
▼ 46.96%
2
Close
Jul 14, 2025
BCP Investment Corporation
0%
▲ 5.43%
1
Open
Jul 14, 2025
Southwestern Energy
▲ 57.30%
2
Close
Sep 30, 2024
Expand Energy
0.02%
▲ 44.25%
1
Open
Sep 30, 2024
Rite Aid
▼ 99.88%
2
Close
Sep 03, 2024
Enerplus
▲ 74.18%
2
Close
Jun 03, 2024
Chord Energy
0.02%
▼ 39.28%
1
Open
Jun 03, 2024
Timber Pharmaceuticals
▼ 100.00%
2
Close
May 09, 2024
Activision Blizzard
▲ 22.74%
2
Close
Oct 12, 2023
Neovasc
▼ 97.49%
2
Close
Apr 10, 2023
Shaw Communications
▲ 78.21%
2
Close
Apr 03, 2023
Yamana Gold
▲ 122.01%
3
Close
Mar 31, 2023
Pan American Silver
0.04%
▲ 193.02%
1
Open
Mar 31, 2023
Cedar Realty
▲ 29.69%
2
Close
Aug 22, 2022
SLR Investment Corp.
0.04%
▲ 27.61%
1
Open
Mar 31, 2022
Realty Income
0%
▲ 54.75%
4
Sell
Oct 29, 2021
Morgan Stanley
0.44%
▲ 173.71%
1
Open
Feb 26, 2021
T Mobile US
0%
▲ 141.43%
1
Open
Mar 31, 2020