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New Portfolio - New Portfolio
Jeff grunow
New PortfolioIndividual Investor
Ranked #22,439 out of 757,311 TipRanks' Investors
Success Rate
40 out of 46
profitable transactions
profitable transactions
Average Return
38.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.26%
6-Month Return▲ 10.95%
12-Month Return▲ 26.97%
YTD Return▲ 20.67%
Total Return▲ 88.95%
Best Trade
Bio
Blended
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.03%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.02%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.93%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.55%
Sep 2024
▲ 14.08%▲ 5.22%▲ 4.68%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 0.01%
▲ 11.46%▲ 5.06%▲ 4.04%
▼ 2.25%▲ 3.53%▼ 0.03%
▲ 25.76%▲ 1.21%▲ 2.02%
▼ 4.21%▲ 2.34%▲ 0.93%
▲ 1.03%▼ 0.11%▲ 0.55%
Recent Activity
Berkshire Hathaway B
20.36%
▲ 49.04%
4
Buy
Apr 12, 2024
Gladstone Capital
5.2%
▲ 43.56%
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
9.96%
▲ 11.12%
1
Open
Feb 26, 2024
Enterprise Products Partners
14.1%
▲ 53.43%
4
Buy
Nov 19, 2023
Bank of America
0.6%
▲ 15.49%
3
Sell
Nov 19, 2023
Delta Air Lines
8.7%
▲ 13.64%
4
Buy
Nov 19, 2023
Oxford Lane Capital
13.2%
▲ 32.67%
6
Buy
Nov 19, 2023
AGNC Investment
15.59%
▲ 32.26%
2
Buy
Nov 19, 2023
Antero Midstream
2.26%
▲ 145.82%
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
0.86%
▲ 171.90%
3
Sell
Jun 01, 2022
Pershing Square Holdings Ltd Public Class USD Accum.Shs
―
▼ 9.25%
3
Close
May 27, 2022
Cornerstone Total Return Fund Inc
0.76%
▲ 17.21%
1
Open
May 27, 2022
Cornerstone Strategic Value Fund Inc
0.72%
▲ 6.01%
1
Open
May 27, 2022
Oxford Square Capital
2.5%
▲ 18.61%
3
Buy
May 19, 2022
Orchid Island Capital
0.5%
▼ 43.69%
1
Open
Nov 18, 2021
Pennantpark $
1.28%
▲ 20.94%
2
Buy
Jul 20, 2021
Tekla World Healthcare Fund
0.98%
▲ 9.18%
1
Open
Jul 07, 2021