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New Portfolio - New Portfolio

Richard B.

New Portfolio
Individual Investor
Ranked #61,805 out of 781,066 TipRanks' Investors
Success Rate
70%
53 out of 76
profitable transactions
Average Return
25.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 11.82%
12-Month Return▲ 41.96%
YTD Return▲ 0.85%
Total Return▲ 22.17%

Best Trade

Opened at
Closed at-
Gain▲ 711.49%

Bio

My IRA

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.40%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.90%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.51%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.64%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.63%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.85%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.40%
▲ 8.13%▲ 1.21%▲ 4.90%
▼ 13.14%▲ 2.34%▲ 1.32%
▲ 2.93%▲ 2.10%▲ 2.94%
▲ 10.00%▼ 0.89%▲ 2.51%
▲ 26.04%▲ 5.96%▲ 6.64%
▲ 5.93%▼ 2.41%▼ 3.63%
▲ 9.79%▲ 0.95%▲ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chimera Investment
1.04%
▼ 16.97%
4
Sell
Dec 11, 2024
Cornerstone Total Return Fund Inc
15.53%
▲ 39.23%
28
Buy
Dec 11, 2024
Cornerstone Strategic Value Fund Inc
1.96%
▲ 27.21%
9
Buy
Dec 11, 2024
Nvidia
24.69%
▲ 194.00%
5
Buy
Aug 06, 2024
Advanced Micro Devices
1.08%
▼ 29.35%
1
Open
Feb 12, 2024
Toronto Dominion Bank
▲ 9.53%
2
Close
Sep 28, 2023
iShares Russell 1000 Growth ETF
10.85%
▲ 77.61%
2
Buy
Mar 22, 2023
Tesla
▼ 44.78%
5
Close
Jan 10, 2023
Microsoft
3.05%
▲ 69.53%
1
Open
Dec 14, 2022
Apple
3.27%
▲ 93.13%
2
Sell
Nov 18, 2022
Aurora Cannabis
0.14%
▼ 65.47%
9
Buy
Oct 12, 2022
Ford Motor
▲ 8.14%
4
Close
Jul 19, 2022
Exxon Mobil
5.98%
▲ 213.98%
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