tiprankstipranks

New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #61,654 out of 788,174 TipRanks' Investors
Success Rate
70%
53 out of 76
profitable transactions
Average Return
29.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.68%
6-Month Return▲ 19.09%
12-Month Return▲ 52.26%
YTD Return▲ 9.04%
Total Return▲ 31.83%

Best Trade

Opened at
Closed at-
Gain▲ 725.63%

Bio

My IRA

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.91%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.94%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.51%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.63%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.82%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.70%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 8.28%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.91%
▼ 13.14%▲ 2.34%▲ 1.32%
▲ 2.93%▲ 2.10%▲ 2.94%
▲ 9.99%▼ 0.89%▲ 2.51%
▲ 26.03%▲ 5.96%▲ 6.63%
▲ 5.97%▼ 2.41%▼ 3.82%
▲ 5.25%▲ 2.69%▲ 0.70%
▼ 9.08%▲ 1.42%▲ 8.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chimera Investment
1.01%
▼ 19.64%
4
Sell
Dec 11, 2024
Cornerstone Total Return Fund Inc
16.11%
▲ 45.44%
28
Buy
Dec 11, 2024
Cornerstone Strategic Value Fund Inc
2.03%
▲ 32.74%
9
Buy
Dec 11, 2024
Nvidia
24.41%
▲ 199.12%
5
Buy
Aug 06, 2024
Advanced Micro Devices
1%
▼ 33.59%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
iShares Russell 1000 Growth ETF
10.93%
▲ 80.80%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
2.94%
▲ 63.90%
1
Open
Dec 14, 2022
Apple
3.53%
▲ 106.66%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.21%
▼ 57.98%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.14%
4
Close
Jul 19, 2022
Exxon Mobil
5.97%
▲ 215.88%
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