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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #49,638 out of 808,558 TipRanks' Investors
Success Rate
43 out of 56
profitable transactions
profitable transactions
Average Return
40.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.06%
6-Month Return▼ 1.25%
12-Month Return▲ 8.86%
YTD Return▲ 3.17%
Total Return▲ 105.00%
Best Trade
Bio
Blended
Performance
14.45%0-14.45%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 3.99%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.56%
May 2025
▲ 6.24%
▲ 5.14%
▲ 0.03%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 1.62%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.94%
▲ 6.03%▲ 2.69%▲ 5.64%
▼ 12.86%▼ 1.27%▲ 1.73%
▼ 1.80%▼ 5.57%▼ 4.10%
▲ 1.84%▼ 0.87%▼ 3.99%
▲ 12.20%▲ 6.28%▲ 2.56%
▲ 6.24%▲ 5.14%▲ 0.03%
▲ 14.45%▲ 1.03%▲ 1.62%
Recent Activity
Oxford Square Capital
3.76%
▲ 9.77%
4
Buy
Jul 07, 2025
Oxford Lane Capital
17.72%
▲ 9.48%
11
Buy
Jan 24, 2025
AGNC Investment
10.34%
▲ 22.28%
3
Buy
Dec 05, 2024
Chubb
4.38%
▼ 2.12%
1
Open
Nov 24, 2024
SPDR S&P 500 ETF Trust
3.28%
▲ 8.19%
1
Open
Oct 17, 2024
Berkshire Hathaway B
22.31%
▲ 43.79%
5
Buy
Sep 23, 2024
Gladstone Capital
4.56%
▲ 92.62%
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
7.87%
▲ 24.75%
1
Open
Feb 26, 2024
Enterprise Products Partners
10.77%
▲ 72.55%
4
Buy
Nov 19, 2023
Bank of America
0.48%
▲ 36.58%
3
Sell
Nov 19, 2023
Delta Air Lines
7.31%
▲ 35.69%
4
Buy
Nov 19, 2023
Antero Midstream
1.94%
▲ 200.78%
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
0.59%
▲ 173.40%
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%
▲ 31.39%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.54%
▲ 30.37%
1
Open
May 27, 2022
Orchid Island Capital
0.3%
▼ 43.85%
1
Open
Nov 18, 2021