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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #43,372 out of 804,567 TipRanks' Investors
Success Rate
42 out of 55
profitable transactions
profitable transactions
Average Return
37.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.31%
6-Month Return▼ 0.04%
12-Month Return▲ 9.33%
YTD Return▼ 0.13%
Total Return▲ 98.46%
Best Trade
Bio
Blended
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.58%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.73%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.10%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.99%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.57%
May 2025
▲ 0.15%
▲ 1.13%
▼ 1.60%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.58%
▲ 5.10%▼ 2.41%▼ 3.94%
▲ 6.03%▲ 2.69%▲ 5.64%
▼ 12.86%▼ 1.27%▲ 1.73%
▼ 1.80%▼ 5.57%▼ 4.10%
▲ 1.83%▼ 0.87%▼ 3.99%
▲ 12.21%▲ 6.28%▲ 2.57%
▲ 0.15%▲ 1.13%▼ 1.60%
Recent Activity
Oxford Lane Capital
18.19%
▲ 7.63%
11
Buy
Jan 24, 2025
AGNC Investment
10.76%
▲ 20.30%
3
Buy
Dec 05, 2024
Chubb
4.68%
▲ 0.07%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.26%
▲ 3.00%
1
Open
Oct 17, 2024
Berkshire Hathaway B
23.96%
▲ 47.92%
5
Buy
Sep 23, 2024
Gladstone Capital
4.37%
▲ 76.76%
3
Buy
Apr 06, 2024
Marathon Digital Holdings
―
▼ 61.64%
2
Close
Feb 26, 2024
Vanguard Index Trust Total Stock Market Index Fund Institutional Share
7.85%
▲ 18.78%
1
Open
Feb 26, 2024
Enterprise Products Partners
11.13%
▲ 70.85%
4
Buy
Nov 19, 2023
Bank of America
0.5%
▲ 35.00%
3
Sell
Nov 19, 2023
Delta Air Lines
6.48%
▲ 15.27%
4
Buy
Nov 19, 2023
Antero Midstream
2.12%
▲ 215.00%
3
Sell
Nov 24, 2022
Berkshire Bancorp
―
▲ 14.06%
2
Close
Nov 04, 2022
Shell Midstream
―
▲ 48.66%
4
Close
Oct 18, 2022
Exxon Mobil
0.63%
▲ 179.42%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 8.26%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.53%
▲ 24.92%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.55%
▲ 25.55%
1
Open
May 27, 2022
Oxford Square Capital
1.47%
▲ 4.02%
3
Buy
May 19, 2022
Orchid Island Capital
0.31%
▼ 45.43%
1
Open
Nov 18, 2021