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The Giving Tree - New Portfolio
Spectra
The Giving TreeIndividual Investor
Ranked #8,786 out of 857,392 TipRanks' Investors
Success Rate
142 out of 185
profitable transactions
profitable transactions
Average Return
94.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.40%
6-Month Return▲ 3.36%
12-Month Return▲ 17.95%
YTD Return▲ 1.40%
Total Return▲ 165.40%
Best Trade
Bio
I am managing an assortment of assets
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.15%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.67%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.17%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.07%
Jan 2026
▼ 1.16%
▼ 0.86%
▲ 1.01%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 4.46%
Mar 2026
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 3.46%
▲ 10.96%▲ 2.38%▲ 0.15%
▼ 3.68%▲ 0.19%▲ 1.67%
▼ 0.10%▲ 0.08%▼ 0.17%
▲ 4.06%▲ 1.47%▲ 5.07%
▼ 1.16%▼ 0.86%▲ 1.01%
▲ 3.02%▼ 4.20%▼ 4.46%
Recent Activity
ODP
―
▲ 31.40%
2
Close
Dec 10, 2025
Sonnet BioTherapeutics Holdings
―
▼ 100.00%
2
Close
Dec 02, 2025
Hyperliquid Strategies Inc
0%
▲ 35.64%
1
Open
Dec 02, 2025
Logan Ridge Finance
―
▼ 46.96%
2
Close
Jul 14, 2025
BCP Investment Corporation
0%
▼ 35.41%
1
Open
Jul 14, 2025
Southwestern Energy
―
▲ 57.30%
2
Close
Sep 30, 2024
Expand Energy
0.02%
▲ 36.55%
1
Open
Sep 30, 2024
Rite Aid
―
▼ 99.88%
2
Close
Sep 03, 2024
Enerplus
―
▲ 74.18%
2
Close
Jun 03, 2024
Chord Energy
0.03%
▼ 18.89%
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%
▲ 186.73%
1
Open
Mar 31, 2023
Cedar Realty
―
▲ 29.69%
2
Close
Aug 22, 2022
SLR Investment Corp.
0.04%
▲ 21.37%
1
Open
Mar 31, 2022
Realty Income
0%
▲ 66.76%
4
Sell
Oct 29, 2021
Morgan Stanley
0.43%
▲ 150.84%
1
Open
Feb 26, 2021