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New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #202,023 out of 795,509 TipRanks' Investors
Success Rate
55%
42 out of 76
profitable transactions
Average Return
7.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.90%
6-Month Return▼ 10.73%
12-Month Return▲ 4.85%
YTD Return▼ 12.06%
Total Return▲ 6.11%

Best Trade

Opened at
Closed at-
Gain▲ 553.76%

Bio

My IRA

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.51%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.01%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 1.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.54%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 4.34%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.95%
▲ 10.00%▼ 0.89%▲ 2.51%
▲ 25.98%▲ 5.96%▲ 6.64%
▲ 5.34%▼ 2.41%▼ 4.01%
▲ 5.99%▲ 2.69%▲ 1.02%
▼ 12.86%▼ 1.27%▼ 2.54%
▼ 1.80%▼ 5.57%▼ 6.61%
▼ 7.29%▼ 4.55%▼ 4.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
19.09%
▲ 136.85%
6
Sell
Mar 13, 2025
Chimera Investment
0.94%
▼ 36.07%
4
Sell
Dec 11, 2024
Cornerstone Total Return Fund Inc
15.11%
▲ 15.01%
28
Buy
Dec 11, 2024
Cornerstone Strategic Value Fund Inc
1.97%
▲ 10.64%
9
Buy
Dec 11, 2024
Advanced Micro Devices
1%
▼ 45.67%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
iShares Russell 1000 Growth ETF
11.31%
▲ 52.92%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
3.34%
▲ 53.81%
1
Open
Dec 14, 2022
Apple
3.41%
▲ 66.58%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.18%
▼ 63.87%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.14%
4
Close
Jul 19, 2022
Exxon Mobil
6.66%
▲ 190.90%
2
Sell
Jun 25, 2022
Airbnb
▼ 42.39%
2
Close
Jun 18, 2022
Enovix
▼ 42.53%
2
Close
May 21, 2022
Walt Disney
▼ 37.49%
2
Close
May 21, 2022
Nio
▼ 52.61%
3
Close
May 10, 2022
Uber Technologies
▼ 48.27%
2
Close
May 10, 2022
Rivian Automotive
▼ 35.30%
5
Close
May 10, 2022
Orchid Island Capital
▼ 37.14%
2
Close
Apr 06, 2022