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The Giving Tree - New Portfolio
Spectra
The Giving TreeIndividual Investor
Ranked #9,349 out of 829,418 TipRanks' Investors
Success Rate
138 out of 184
profitable transactions
profitable transactions
Average Return
88.16%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.01%
6-Month Return▲ 19.17%
12-Month Return▲ 11.82%
YTD Return▲ 15.36%
Total Return▲ 154.58%
Best Trade
Bio
I am managing an assortment of assets
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 5.18%
Apr 2025
▲ 11.63%
▲ 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%
▲ 0.14%
Oct 2025
▼ 9.41%
▼ 4.33%
▼ 1.27%
Nov 2025
▲ 0.80%▼ 0.87%▼ 5.18%
▲ 11.63%▲ 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%▲ 0.14%
▼ 9.41%▼ 4.33%▼ 1.27%
Recent Activity
Logan Ridge Finance
―
▼ 46.96%
2
Close
Jul 14, 2025
BCP Investment Corporation
0%
▲ 4.27%
1
Open
Jul 14, 2025
Southwestern Energy
―
▲ 57.30%
2
Close
Sep 30, 2024
Expand Energy
0.03%
▲ 45.08%
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%
▼ 43.78%
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
0.03%
▲ 113.00%
1
Open
Mar 31, 2023
Cedar Realty
―
▲ 29.69%
2
Close
Aug 22, 2022
SLR Investment Corp.
0.04%
▲ 21.95%
1
Open
Mar 31, 2022
Realty Income
0%
▲ 52.54%
4
Sell
Oct 29, 2021
Morgan Stanley
0.41%
▲ 140.13%
1
Open
Feb 26, 2021
T Mobile US
0%
▲ 157.64%
1
Open
Mar 31, 2020
Tesla
15.12%
▲ 1,546.00%
1
Open
Aug 11, 2018
Apple
5.6%
▲ 470.82%
2
Buy
Aug 11, 2018